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137-Enterprise Solutions Huron

How Mature Is Your CRM Program?

A customer relationship management (CRM) program has the potential to transform the ways companies interact with their customers, partners and employees to grow their businesses. Take this self-assessment to see where your organization ranks on the CRM maturity model.

Begin Assessment

Your Time Is Valuable

With just a few questions, this assessment can typically be completed in less than 10 minutes.

Think Differently

See how your score compares with other organizations that have completed the assessment.

Your Institution Is Complex

By answering each question honestly, you’ll get a feel for your team’s strengths and opportunities.

Plan Differently

Evaluate your organization’s areas of strength and opportunity to craft a plan for improvement.

You Need Results Fast

Receive a personalized report including your results, benchmark data and suggested next steps.

Act Differently

Get expert advice and targeted recommendations to improve your organization’s results quickly.

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In the legitimate interest of providing you with information you request from us, we also want you to have choices about those communications. If you sign-up now to receive messages from us, you will still have the right to change your preferences or unsubscribe in the future, either by following the instructions in the emails or by visiting our Privacy Statement for instructions. For a full description of our practices and your rights, as well as information about where to lodge a complaint or ask questions please see our full Privacy Statement. You may also contact the Huron privacy office at privacy@huronconsultinggroup.com.

  • Marketing

    1. We have effective automated marketing programs across the customer/buyer journey.

    2. Our marketing automation platform scores leads automatically.

    3. Our marketing automation platform passes only qualified leads to the sales team.

    4. The strategic plan leverages the results of a competitive assessment.

  • Sales

    1. Our CRM systems and process are ingrained in our sales culture.

    2. Sales reps consistently log their activity in our CRM system.

    3. Sales reps have had adequate training in the use of our CRM system.

    4. Sales reps and management have easy access to up-to-date data and reporting.

    5. We have access to a wide variety of high-quality resources that support the sales process.

  • Customer Service

    1. Our customer support channels are optimized for all situations.

    2. Customer support and service activity are tracked in one accessible, integrated system.

    3. We regularly update our processes based on customer service data.

  • Mobile Capabilities

    1. Our team members have the tools they need to resolve customer issues from anywhere.

    2. Employees use mobile-optimized devices and apps to manage customer data.

    3. Our sales reps consistently add customer information to our systems from their mobile devices.

  • Data and System Integration

    1. We have one easily accessible source of truth for all prospect and customer metrics.

    2. Our teams never duplicate data entry.

    3. Data is updated in all our systems regularly and frequently.

    4. Data integrations are completely automated.

    5. Data integrations never result in discrepancies between systems.

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Your Overall Score Is:

35 out of 100

Your overall score is a weighted average across the six categories detailed below.

How You Compare

See how your score stacks up against other institutions.

Your Score: 55
 
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50
100
Benchmark: 58
 

Benchmark: This is the combined and current average score of other institutions who have taken Huron’s CRM Maturity Assessment. Benchmark values are generated and based off the number of submissions.

 

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© 2021 Huron Consulting Group Inc. and affiliates. Huron is a global consultancy and not a CPA firm, and does not provide attest services, audits, or other engagements in accordance with standards established by the AICPA or auditing standards promulgated by the Public Company Accounting Oversight Board (“PCAOB”). Huron is not a law firm; it does not offer, and is not authorized to provide, legal advice or counseling in any jurisdiction. Huron is the trading name of Pope Woodhead & Associates Ltd.