Self-Assessing Your CRM & Process Strategy Checklist

Red flags aren’t always red – and aren’t always flags.

Some symptoms of an underperforming CRM are more subtle than others. To assess a CRM, focus on both the large, obvious issues, as well as those that may seem inconsequential. Even small inefficiencies may be more harmful to portfolio companies than one might imagine.

Getting ahead of these issues is the quickest way to hammer out CRM problems, improve business performance, and help portfolio companies leverage CRM to its full effect—thereby making them as valuable as possible for future sales or acquisitions.

To begin, mid-market firms should use the initial checklist as a roadmap to CRM improvement.

Download the Checklist