What Kind of CRM Effort Are You Facing?

Find out in 1-2 minutes whether your CRM needs cleanup, architectural redesign, or a platform migration — and what that means for time, risk, and long-term productivity.

CRM touches every revenue and support motion in your organization. When it’s structured well, it helps your teams move faster with fewer resources and less friction. When it’s misaligned with how your business actually works, reasonable decisions — bandaids, copying peers, or reflexively thinking “we need a new tool” — can slow you down, increase admin load, and frustrate operators.

This assessment helps you understand the type of CRM work you’re facing, so you can make confident, intentional decisions — not default to migration because it’s familiar.

Start Assessment

Why CRM effort matters

CRM is often at the center of:

  • cross-team visibility,

  • business logic and workflows,

  • product & billing integrations,

  • governance and compliance.

A mischaracterized CRM effort can lead to:

  • wasted budget,

  • project delays,

  • diverging team workflows,

  • morale drain,

  • and ongoing technical debt.

This tool helps you classify the real work ahead, not just surface symptoms.

What you’ll get in a couple minutes

At the end, you’ll receive one of these three tailored insights:

🧹 You’re Facing a Cleanup - Same CRM

Operational fixes + targeted redesign

  • Your current CRM platform fits the business but needs serious cleanup in data, workflows, or governance.

  • Targeted redesigns of key processes will unlock productivity without a platform switch.

  • You can reduce admin burden, improve trust in data, and increase team velocity with relatively contained effort.

What this typically looks like:

  • Standardize fields & clean up data

  • Fix automation and handoff gaps

  • Improve reporting trust and adoption

Why this matters:
Cleanup is not trivial housekeeping — it’s a deliberate reset of how the CRM works for your business.

🛠 You’re Facing a Rebuild - Same CRM

Architectural redesign

  • Your CRM is holding critical truth but is structurally misaligned with how your business runs today.

  • This means rethinking the CRM model (objects, workflows, integrations) so it becomes a dependable workhorse.

  • The platform stays the same, but the architecture changes to better support growth.

What this typically looks like:

  • Redesigning pipelines, data models, and governance

  • Reconnecting integrations more strategically

  • Mapping customer lifecycle to CRM logic

Why this matters:
Rebuilds stop the “accidental complexity” that slows teams and create a foundation that scales.

🔄 You’re Facing a Rebuild - New CRM (Migration)

Architectural redesign + data migration

  • Your current CRM platform itself has become a constraint.

  • The CRM model must be redesigned and moved to a new system.

  • This is the heaviest but often most transformative option — if done with intent.

What this typically looks like:

  • Rebuilding data models in the new platform

  • Moving and reconciling historical data

  • Redesigning workflows and integrations concurrent with migration

Why this matters:
Migration without architectural redesign doesn’t fix the real problem — this outcome forces both to be addressed together.

📌 A Note on Total Cost of Ownership (TCO)

Regardless of classification, this assessment highlights how the real cost of CRM is not just dollars — it’s:

  • the productivity your teams lose or gain,

  • the friction in daily workflows,

  • the admin overhead you’re carrying,

  • and the confidence (or lack thereof) in your data and processes.

Done well, CRM work doesn’t just reduce cost — it multiplies the effectiveness of your workforce.

How the assessment works

You’ll answer a few quick questions about:

  • the systems you use today,

  • where CRM creates friction,

  • how the CRM responds to change,

  • and the improvements you need most.

In just 2–3 minutes, you’ll get a clear classification of the type of CRM effort you’re facing — Cleanup, Rebuild (same CRM), or Rebuild + New CRM (Migration).

Take the Assessment

This takes about 1-2 minutes. Answer honestly - this is about clarity, not perfection.

Want help putting this into practice?

If your results point to deeper structural work - or if you’re unsure how to sequence cleanup, rebuild, or migration - we can help you review your current CRM architecture, identify high-impact changes, and outline a practical roadmap.

This isn’t a sales pitch. It’s a working session designed to help you make confident decisions and avoid unnecessary complexity.

Book a CRM architecture review →

Frequently Asked Questions

  • A: No. This is a diagnostic classification that helps you understand the nature of the effort required.

  • A: No. This is a high-level assessment, not a tool integration.

  • A: You’ll receive your classification and a brief explanation of what it means — with optional next steps you can take.