CRM Implementation readiness – Checklist

Check you readiness now

Every successful CRM starts with a solid foundation.

Take our CRM readiness test to see where you stand and get personalised insights to make your rollout a success.

Before launching a CRM, it’s essential to know how prepared your organisation really is.
This short assessment — made of 29 practical questions — will help you evaluate your readiness across seven key dimensions:

Strategy & Leadership Alignment – Is your CRM vision clear, supported, and connected to your business goals?

 Team Readiness & Change Management – Is your team trained, motivated, and ready to adopt new processes?

Data Quality & Integration – Are your customer data reliable, clean, and connected across systems?

Process Definition – Are your sales, marketing, and service workflows clearly mapped and automated where needed?

Technology & Vendor Selection – Have you chosen the right CRM and partners, adapted to your Swiss context?

Measurement & Continuous Improvement – Do you have the KPIs and dashboards in place to track success?

 Swiss-Specific Considerations – Does your CRM fully respect multilingual and data protection standards (FR/DE/IT/EN, nFADP, Swiss hosting)?

By answering honestly, you’ll get a complete picture of your current maturity level and see which areas require attention before implementation.
This will help you reduce risks, accelerate adoption, and make your CRM investment deliver measurable impact — the Swiss way: precise, structured, and efficient.

Start the checklist and discover your readiness score.

If you need advice, guidance or a helping hand, please do not hesitate to write to us we are always here for you.

If you’d like to dive deeper into this topic, read our full blog about CRM implementation challenges.