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CRM Program Maturity Model

Our CRM Program Maturity Model was designed to help organizations by providing a road-map for improving their CRM program capabilities.

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CRM Program Maturity Model

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  1. CRM PROGRAM Maturity Model STAGE 4- World-Class STAGE 3 -Mature STAGE 2 - Progressive STAGE1 - Undefined CRM System Integrated with Other Business Applications CRM System in Place Contact Database Used Opportunity Funnel is Accurate, Ability to Forecast Reps Manage Opportunity Funnel in CRM System No CRM System Reps Manage Opportunity Funnel in Contact Database but Reporting is Inaccurate Reps Manage Opportunity Funnel in Excel or Not at All Lead Source Tied to Sales to Determine Campaign ROI Lead Sources at Mostly Known Sales Process Is Mapped to Buying Process and Opportunity Funnel in CRM Some Lead Sources Known Lead Sources Are Unknown Sales Process is Repeatable and Measurable Sales Process Defined but Not Mapped to Buying Process Sales Process Is Not Defined Success Metrics Are Managed Closely to Get Reps Performing Success Metrics Tracked Success Metrics Are Unknown and Not Tracked Success Metrics for Top Performing Reps Are Known Opportunity Win Rate Is 15%+ Opportunity Win Rate is 20%+ Opportunity Win Rate Is Less than 10% Opportunity Win Rate Is 10-15% Want to rate your organization’s CRM maturity with an interactive tool? Download our CRM Maturity Assessment and get started today! V I E W R E S O U R C E

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