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CRM Efficiency Scorecard

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How efficient is your CRM? Find out with our CRM efficiency scorecard

A comprehensive evaluation across five key areas to ensure your system is set up for success

Missed follow-ups, disorganized pipelines, and clunky workflows are holding your business back. Our CRM Efficiency Scorecard pinpoints the problems and shows you exactly how to fix them.


We evaluate your CRM’s efficiency based on 5 essential categories, ensuring a well-structured and high-performing system:

  • Workflows
  • Calendar 
  • Opportunity Pipeline
  • Reports
  • Templates

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