CRM ERP Assessment Form
Use this form to assess your current CRM and ERP setup, identify priorities, and understand what your business needs from a new or improved system.
Business Profile
Business Name
*
Industry
*
Please Select
Technology
Healthcare
Finance
Retail
Manufacturing
Education
Professional Services
Construction
Real Estate
Transportation & Logistics
Hospitality
Other
Company Size
*
Please Select
1-10 employees
11-50 employees
51-200 employees
201-500 employees
501-1000 employees
1000+ employees
Primary Contact Role
*
Please Select
Owner/Founder
CEO/President
COO
CFO
IT Manager
Sales Manager
Operations Manager
Consultant
Other
Current Systems Assessment
Current CRM solution status
*
None
Basic
Partially implemented
Fully implemented
Current ERP solution status
*
None
Basic
Partially implemented
Fully implemented
Current satisfaction with existing systems
*
1
2
3
4
5
Needs and Priorities
Priority Assessment
*
Rows
High Priority
Medium Priority
Low Priority
Not a Priority
Sales visibility
1
2
3
4
Customer service
5
6
7
8
Finance automation
9
10
11
12
Inventory/process integration
13
14
15
16
Reporting and analytics
17
18
19
20
Data accuracy
21
22
23
24
Implementation urgency
*
Immediate (0-3 months)
Soon (3-6 months)
Planned (6-12 months)
Long-term (12+ months)
Main challenge
*
Lack of visibility
Manual processes
Disconnected systems
Data quality issues
Reporting limitations
Change management
Other
Submit Assessment
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