---
title: CRM Assessment
description: Assess your CRM's effectiveness with our comprehensive evaluation. Identify issues, improve adoption, and enhance performance to drive sales growth.
image: https://www.b2bscalers.com/hubfs/FB.png
---

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# Is your CRM helping sales execute — or slowing it down?

In our experience, **70% of Finnish B2B companies with CRM struggle with poor adoption, unclear processes, unreliable pipeline visibility and weak forecasting.**

Assessment Overview

## If the Tech Works, What Doesn't?

If your sales team uses CRM inconsistently, your pipeline reports are hard to trust, or forecasting depends too much on gut feeling, the issue is usually not just the system. More often, the problem is how the CRM has been set up, managed and adopted in daily sales work.

We review how your CRM is actually used by salespeople, managers and leadership — not just how it was originally configured:

### 1. CRM Adoption & Sales Discipline

How consistently CRM is used in daily sales work.

**Includes:** usage patterns, opportunity updates, activity tracking, user friction and sales team feedback.

### 2. Sales Process & Pipeline Management

How clearly CRM supports your sales process and pipeline structure.

**Includes:** stages, qualification criteria, required fields, ownership, handovers and deal progression rules.

### Data Quality & Revenue Visibility

How reliable your CRM data is for reporting, forecasting and decisions.

**Includes:** missing data, duplicates, outdated opportunities, inconsistent stage usage, account ownership and close dates.

### Reporting, Forecasting and CRM-Productivity

How well CRM supports management visibility and reduces manual work.

**Includes:** dashboards, pipeline visibility, forecast accuracy, deal risk, automation, integrations and workflow improvements.

150+

CRM Implementations

30+ yrs

CRM EXPERIENCE

9.4

NPS Score

## What Do You Get?

You receive a concise assessment report and prioritised action plan, including:

- Key CRM findings and risks
- Adoption, process and data quality observations
- Reporting and forecasting improvement areas
- Workflow and automation opportunities
- Prioritised improvement recommendations

## Output: CRM Performance Roadmap

![CRM Assessment Outcomes](https://www.b2bscalers.com/hs-fs/hubfs/B2B%20Scalers%20Social%20Imaged/4.png?width=600&height=600&name=4.png "CRM Assessment Outcomes")

![Why the CRM Assessment](https://www.b2bscalers.com/hs-fs/hubfs/B2B%20Scalers%20Social%20Imaged/5.png?width=600&height=600&name=5.png "Why the CRM Assessment")

Assessment Pricing

## Simple, Transparent Pricing

Our Assessments are lean and agile. We try to keep your time at a minimum, so you can keep your engines running. Starting Price? Additional stakeholder interviews, deeper configuration review or implementation support can be scoped separately.

### Starting at

€2500 + VAT

This assessment is especially relevant for B2B companies that:

- Have at least 4 salespeople
- Use a CRM but do not get full value from it
- Are considering CRM optimisation, migration or license changes
- Struggle with pipeline visibility, reporting or forecasting

### Good to know:

- B2B Scalers combines hands-on CRM expertise with commercial growth and revenue operations experience.
- We have supported B2B companies across CRM implementation, CRM cleanup, sales process design, pipeline management, reporting, forecasting and commercial operating models.
- This gives us a practical view of where CRM setups typically fail — and how to improve adoption, visibility and sales execution without unnecessary complexity.

## Make your CRM work for sales — not against it.

If your CRM is not giving salespeople, managers and leadership the visibility they need, the first step is to understand what is really causing the problem.

Book a CRM Assessment Call

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You build the technology. We build the revenue engine. 

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