Resource
CRM Health Checklist
A sample checklist for data quality, adoption, reporting, automation, integrations, governance, and AI readiness.
20 years CRM/Data
U.S. strategy
Latam delivery
AI-ready systems
12-month roadmap
Vendor riskMedium
AI use cases8 ranked
CRM health62/100
Execution statusSprint 2
What to check before adding more AI.
- Are pipeline stages aligned with how the business actually sells?
- Do users trust fields, dashboards, and opportunity data?
- Are website, campaign, accounting, and service systems connected?
- Can leadership see source, response time, pipeline, and revenue signals?
- Are data ownership, hygiene, and release practices defined?
Output
Data score, adoption score, reporting score, automation score, integration map, AI readiness notes, and remediation roadmap.