Process Maturity Self-Assessment

The purpose of this assessment is to help you evaluate how mature the departmental processes are across your organization. By reviewing the maturity level of your processes, you will understand which methods need to be developed or improved before you implement a new CRM system.

The more mature your processes are, the better your return on your CRM investment will be.

This PDF includes self-assessments for the following departments:

  • Marketing
  • Sales
  • Service / Support
  • Finance


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