Ask yourself the following questions:

• Are forecasts done on paper/Excel Friday afternoons so that the manager can compile them manually?
• Do managers or sales operations have to compile all the Excel spreadsheets to create a report, which is only a snapshot of the past weeks activities, not the current picture?
• Do customer service reps have any idea how much business the client does when they take their calls?
• Are customer issues and complaints getting resolved adequately and in a rapid timeline?
• Does your sales team have any access to vital accounting data like accounts receivable, credits limits, balances?
• Is information 'hoarded' and kept secret by different departments in the organization?

Download the CRM evaluation guide to get access to all 52 questions