How it works
This assessment helps you identify areas you can improve to get more value from your CRM.
Step one
Complete the 7 questions designed to discover how you’re currently using your CRM from data accuracy to staff training. Be as honest as you can for the most accurate results.
Step two
Review your emailed results and take the time to understand where you’re currently positioned in each area, and where your overall assessment sits. These results aim to trigger the start of your digital transformation journey.
Step 3
Book a non-committal introduction call to discuss your results with a member of our team. We can support you in understanding the best way to move forward based on your organisation and needs.
Ready to take the next step?
Your results will rank you on a level from one to five. From chaotic to predictive, the assessment will see where you currently compare to top-performing organisations.
Some of our clients
About Zentso
We help membership organisations, associations, and unions get strategic value from data and tech, and to continuously evolve and be more successful.
We provide CRM system selection, implementation, integration, and optimisation services.