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CRM IQ Quiz (MASTER COPY)

Welcome!  If you're searching for a CRM or have already started but feel overwhelmed, you're in the right place!

There are two issues contributing to your overwhelm, not knowing how to compare systems and not having a process to quickly and accurately sift through the hundreds of systems. No matter where you are on your journey, I’m glad you’re here.  Because your future success is determined by the steps you take today – that’s where we want to help.

Please complete the CRM IQ Quiz below.  Each section represents an important element for creating the results you are wanting. In just 4 minutes you’ll discover two things:

  1. What information is needed to find the right CRM for your business needs.
  2. Needs you haven't considered. 

After taking the assessment, check your inbox right away. You’ll receive your resulting score and some important next steps based on where you are today.

Slide the scale 0-10 based on your current reality.

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some thought but haven't written down.
7 - 9 = I'm have this written but not as a formal plan
   10 = It's part of a plan I'm executing.

I. Strategic Goals.

1. I have a good understanding of what a CRM can do for my business.

2. I understand that the “right” CRM will evolve as my business evolves.

3. I have an overall CRM strategy and an implementation plan.

4. I communicate my CRM strategy and goals to my team.

5. I think of this CRM initiative as a journey to meet and exceed my business goals.

II. Research

1. I know what type of CRM I need and how much I should budget for it.

2. I know what tasks can be automated and how to sequence them.

3. I have a marketing strategy and know how the CRM will execute my marketing campaigns.

4. Your CRM admin have the technical understanding of how to set it up for profitability and train the team on its core processes and desired results.

5. I have the time to customize my chosen CRM to my company’s specific needs.

III. Implementation

1. I have a plan for how leads will be entered into the system.

2. All relevant managers and end users are involved with the the full project from CRM selection to adoption training.

3. The leader of our CRM project is clearly defined.

4. I have a plan in place for on going CRM management and communication.

5. I have measurable milestones in place for each step of the CRM project.

IV. The Customer Experience

1. I have a customer acquisition strategy that I’m currently implementing, tracking and seeing results.

2. Social media is part of my customer strategy and I have a process for how it will work with my CRM.

3. I have an automated follow -up system I can incorporate into my new CRM.

4. I understand the importance of segmenting my contacts in a way that enables me to send them relevant content consistently that increases engagement while decreasing unsubscribes.

5. I have a strategy for nurturing my contacts to provide ongoing additional value and build relationships that result in sales.

V. Leveraging Data

1. I have determined what data I need to collect on potential and current clients.

2. I know what integration I need and how to implement for peak performance.

3. I am able to monitor my activities to predict profitability and develop strategies that increase both time management and additional revenue streams.

4. I understand the importance of utilizing insights to identify gaps in my sales cycle.

5. I know what reports I need to help me measure, analyze, and track sales, trends, and forecast future recurring revenue.

VI. Your Commitment Level (0=not committed, 10=totally committed)

1. I am ready and willing to discover exactly what's been holding me back from being more profitable.

2. I highly value the offer of a complimentary Discovery Session and would like to schedule one soon.

3. I am ready to invest in myself to get the support I need to experience breakthrough results in my business.

Please provide your name and best email
to receive your quiz results.

Please select the option that best describes you.

The information submitted with this assessment or quiz will be processed and used by Tamara Burkett Global LLC for the purpose of sending you your assessment or quiz results.

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