Revenue Process & Data Assessment

Process Complexity

For each statement, select the option that best reflects your current situation.

Our technology's complexity overwhelms users and creates a steep learning curve that impacts productivity.

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

Sales reps spend excessive time on administrative tasks rather than building relationships and selling.

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

Our selling efforts are uncoordinated as a result of murky sales processes and lack of system adoption.

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

CRM ownership and administration responsibilities are unclear, with no single person or team clearly accountable.

0 - N/A or Rarely a ConcernThis is not an issue for our organization

1 - Sometimes a ConcernThis occasionally creates minor problems

2 - Often a ConcernThis frequently causes significant challenges

3 - Serious Concern, Must FixThis is a critical issue actively harming our business

Ready

Why These Questions Matter

Process complexity and data quality issues are the most common barriers to revenue growth. This assessment will help identify specific challenges in your organization that may be impacting sales performance and revenue generation.

Rating Scale Explained:

0 - N/A or Rarely a Concern: This is not an issue for our organization
1 - Sometimes a Concern: This occasionally creates minor problems
2 - Often a Concern: This frequently causes significant challenges
3 - Serious Concern, Must Fix: This is a critical issue actively harming our business

Process Complexity: Complex technologies and processes often create barriers to adoption and slow down sales activities.

Data Quality: Poor data quality leads to missed opportunities, inaccurate forecasting, and ineffective decision-making.