CRM Readiness Scorecard
Assess your nonprofit's readiness for CRM adoption across five key dimensions. Based on your score we will share a mini-guide that will help you along your journey.
Your Name
*
First Name
Last Name
Organization
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Data Integrity
How consistently is your constituent data entered and updated in your current system?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How confident are you in the accuracy of your constituent data?
*
None
1
2
3
4
Fully
5
1 is None, 5 is Fully
How often is data reviewed and cleaned for duplicates or errors?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
Staff Adoption
How frequently do staff members use your current CRM or database?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
How comfortable are staff with using your CRM or database features?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How often do staff receive training or support for your CRM or database?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
Reporting Clarity
How easily can your organization generate reports on key metrics?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How often are reports used to inform decisions?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
How well do reports reflect your organization's goals and activities?
*
None
1
2
3
4
Fully
5
1 is None, 5 is Fully
Workflow Alignment
How well does your CRM or database support your day-to-day processes?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How often are workflows or automations used within your CRM?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
How adaptable is your CRM to changes in your organizational processes?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
Process Documentation
How well documented are your CRM-related processes and procedures?
*
None
1
2
3
4
Fully
5
1 is None, 5 is Fully
How accessible is documentation for staff who need it?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
How regularly are documented processes reviewed and updated?
*
Never
1
2
3
4
Always
5
1 is Never, 5 is Always
Total Readiness Level
High Outcome Recipient Email
Recipient email for high readiness outcomes
Medium Outcome Recipient Email
Recipient email for medium readiness outcomes
Low Outcome Recipient Email
Recipient email for low readiness outcomes
Submit Assessment
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