Is this a product ranking?

No. It scores your answers about how the CRM is used and governed. Affiliate relationships never set the result.

When should I use this instead of the Readiness Assessment?

Use Readiness before you buy. Use this after go-live when adoption, data trust, or unowned automation is the problem.

Answers stay in this browser under sg-crm-adoption-health-v1. They are not sent to analytics.

Post-purchase diagnostic

Diagnose whether people actually work in your live CRM and whether the system is healthy enough to trust — without inventing a vendor ranking.

Loading adoption health assessment…

Is this a product ranking?: No. It scores your answers about how the CRM is used and governed. Affiliate relationships never set the result.
When should I use this instead of the Readiness Assessment?: Use Readiness before you buy. Use this after go-live when adoption, data trust, or unowned automation is the problem.
Do you store my answers?: Answers stay in this browser under sg-crm-adoption-health-v1. They are not sent to analytics.

Loading tool…

Post-purchase diagnostic

Diagnose whether people actually work in your live CRM and whether the system is healthy enough to trust — without inventing a vendor ranking.

1 · People
Do sellers and managers work the live pipeline in the CRM every day?
If weekly reviews still start from a spreadsheet export, mark No or Partly.
2 · People
Does every open deal have a dated next step owned by a named person?
A filter for open deals with no next action should return a small, explainable set.
3 · People
Do 1:1s and pipeline reviews run from CRM views rather than personal exports?
Managers opening a CSV before the meeting is a Partly or No.
4 · People
Are paid seats actually used by the people they were bought for?
Idle licences and shared logins both count as unused.
5 · System
Are required fields filled because they help the next person, not because a form blocks save?
Junk values in required fields are Partly, not Yes.
6 · System
Can you name who owns duplicate merge and stale-record cleanup, and when it last ran?
If nobody can point to a last hygiene pass, mark No.
7 · System
Are the reports used in weekly rituals built on CRM objects — not a parallel spreadsheet model?
A dashboard nobody opens does not count.
8 · System
Does every active automation have a named owner and a reason it still exists?
Orphan stage-triggered tasks that reps dismiss on sight are a No.

Scores are your answers on this device — not a vendor ranking, and not a claim we audited your CRM.

Answer the remaining 8 questions to finish the snapshot.

Loading adoption health assessment…

Is this a product ranking?: No. It scores your answers about how the CRM is used and governed. Affiliate relationships never set the result.
When should I use this instead of the Readiness Assessment?: Use Readiness before you buy. Use this after go-live when adoption, data trust, or unowned automation is the problem.
Do you store my answers?: Answers stay in this browser under sg-crm-adoption-health-v1. They are not sent to analytics.