Too often, businesses assume their CRM is working because it’s in place, but that doesn’t mean it’s being used effectively. Deals can slip through the cracks, forecasts can be inaccurate, and sales reps might view CRM as just another admin task rather than a sales accelerator.
If your CRM disappeared tomorrow, would your team struggle or would they barely notice?
Take this CRM Stress Test to find out how well your team is really using your CRM and where you might need to improve.
The CRM “Stress Test” – Answer These 10 Questions
Each question below assesses how well your team engages with CRM on a daily basis.
Scoring System:
✔️ Yes = 2 points
⚖️ Sometimes = 1 point
❌ No = 0 points
| CRM STRESS TEST QUESTIONS |
| 1. Are all leads and contacts entered into the CRM as soon as they are received? |
| 2. Does your team update deal stages in the CRM daily or at least weekly? |
| 3. Are follow-up tasks set automatically in the CRM, rather than relying on memory? |
| 4. Does your CRM contain more than just basic contact info (e.g., call notes, objections, preferences)? |
| 5. Do sales managers use CRM insights to adjust strategy (e.g., reallocating resources, identifying deal risks)? |
| 6. Does your team regularly check CRM dashboards or reports for pipeline health and sales forecasting? |
| 7. Are deals rarely lost due to forgotten follow-ups? |
| 8. Does your CRM integrate seamlessly with email, calendars, and key sales tools? |
| 9. Do reps find the CRM useful for selling (not just admin reporting)? |
| 10. If a sales rep left today, could another rep easily pick up their deals using CRM data? |
How Did You Score?
16-20 points: CRM Power Users 🚀
Your team fully embraces CRM as a sales tool, not just a database. Deals are tracked, data is clean, and CRM actively drives revenue. Keep optimising and refining your strategy!
10-15 points: Functional But Flawed ⚖️
Your CRM works, but inconsistencies exist. Some reps use it more than others, and data gaps or manual processes may be slowing down sales. It’s time for a CRM tune-up!
0-9 points: CRM at Risk ❌
Your team is not using CRM effectively. Lost deals, poor pipeline visibility, and inconsistent data are costing you revenue. It’s time to revamp your CRM strategy.
How to Improve Your CRM Score
If you scored below 10, don’t panic. This is an opportunity to make meaningful changes that can transform the way your team sells.
Here’s how to boost CRM adoption and efficiency:
✅ Automate reminders & follow-ups – Don’t let deals slip through the cracks. CRM should handle scheduling and notifications, not reps’ memories.
✅ Customise CRM fields – Remove unnecessary clutter and only keep fields relevant to your actual sales process.
✅ Simplify CRM workflows – If CRM feels like extra admin, reps won’t use it. Ensure it enhances productivity, not adds to it.
✅ Use CRM for coaching, not micromanagement – Sales managers should use CRM insights to support reps, not just track them.
✅ Integrate CRM with key sales tools – A CRM should be the central hub of your sales operations, not an isolated system.
Ready to Fix Your CRM Gaps?
What did your CRM Stress Test reveal? If your score isn’t where you want it to be, now is the time to rethink your CRM approach.
Need a CRM that’s easy to adopt and built for sales teams? [Book a demo with BuddyCRM today!]