Question 1 of 6
Systems connectedness
How many systems hold your sales data, and do they talk to each other?
Count the CRM, email, calendar, call recordings, support tickets, product usage, billing, and the spreadsheets in between.
Admin load
How much of a rep's week goes to CRM admin and manual follow-up versus actually selling?
Admin = logging calls, updating stages, writing recaps, chasing next steps. Selling = live conversations with buyers.
CRM hygiene
How current and trustworthy is your CRM?
Do open deals carry a real next step and an honest date, or is the forecast a fiction rebuilt by hand before every pipeline review?
Follow-up latency
After a call or an inbound signal, how long until follow-up actually happens?
The recap email, the booked next step, the reply to a demo request, or a pricing-page visit.
Signal response
When a target account raises a round, hires an exec, or launches something, what actually happens?
Funding news, a new VP of Sales, a product launch, a job posting that tells you a budget just appeared.
Agent readiness and traceability
If an automated action went out on your behalf, could you tell what it did, what data it read, and why?
The email that sent, the field it wrote, the records it read to decide. And could you approve it before it went out?