Optimization Readiness

Are you confident your implementation or optimization will be a success?

Too often IT and business leaders undertake a CRM initiative sweating each moment of the undertaking and reserving their doubts.  Our experience shows that leaders can substantially raise their probability of success by examining the organization’s preparedness as it relates to key success factors and resist pressure to proceed without addressing weak points within the project approach.  Those that do not take this approach risk rollercoaster efforts that at best will produce unpredictable results and at worst will create an unrecoverable investment.

This assessment, applicable to organizations implementing or seeking to optimize Salesforce, examines organizational readiness across a comprehensive breadth of success factors we have identified through dozens of engagements.  Identified gaps are evaluated for risk level so recommendations are both actionable and prioritized for improving project outcomes.

Benefits of this Assessment

  • Complete the most value added step in protecting your investment
  • Identify critical gaps to address before and during project execution
  • Learn reusable techniques for continuous readiness assessment
  • Avoid a rollercoaster experience for the project team
  • Build confidence in a successful project outcome

Datasheet Download

For information on our approach, deliverables and fixed-fee pricing download our datasheet for this assessment by completing the below form and clicking “Submit to Download”.  If your situation requires modification to this assessment, contact us to discuss customization to your needs.

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