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Assess Your CRM Readiness with the CRM Adoption Success Scorecard

Many businesses underestimate the challenges of CRM adoption, only to face unexpected hurdles like unprepared teams, disconnected systems, or lack of leadership alignment. These gaps can lead to hidden costs that delay progress and impact your bottom line.

That’s why we’ve developed the CRM Adoption Success Scorecard
•    Evaluate your organisation's readiness for adoption.
•    Identify areas where gaps or inefficiencies might arise.
•    Uncover hidden costs before they become roadblocks.
•    Receive actionable recommendations 

Whether you’re new to HubSpot or looking to refine your implementation, this scorecard provides valuable insights to ensure your CRM investment delivers measurable results.

What You’ll Learn:

By completing the CRM Adoption Success Scorecard, you’ll discover:

1. Leadership Alignment

  • How well your leadership team supports and champions CRM adoption efforts.
  • Areas where leadership engagement could be strengthened to drive adoption.

2. Technology Preparedness

  • Whether your current tech stack integrates seamlessly with HubSpot.
  • Gaps in data readiness and integration points that may need attention.

3. Team Readiness

  • How prepared your team is to embrace new workflows, automations, and processes.
  • The training and support required to empower your staff for success.

4. Hidden Costs & Opportunities

  • Potential costs in time, productivity, and resources that could delay adoption.
  • Steps to minimise these costs while maximising the ROI of your CRM investment.

"Closing the adoption gap is crucial yet often overlooked; without proper leadership alignment and change management, even the best tools fail to deliver their full potential."


 — Tony Dowling

What’s Included in the Scorecard:

  • 10 Key Self-Assessment Questions: Evaluate your organisation's readiness across leadership, technology, and team adoption areas.
  • Scoring Criteria: A detailed breakdown of your results, highlighting strengths and areas needing improvement.
  • Tailored Recommendations: Actionable insights and practical steps to close gaps and optimise your readiness for HubSpot success.
  • Next Steps: Personalised suggestions for working with Real Inbound to further refine your CRM strategy.

 

Get Your Free Scorecard Today!

Take the guesswork out of HubSpot adoption. Download the CRM Adoption Success Scorecard now and uncover the insights you need to close gaps, reduce costs, and achieve CRM success.
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