Know exactly where your CRM stands—in days, not months
You can't plan where you're going if you don't know where you are. Our rapid assessment gives you complete clarity on your CRM and sales operations—regardless of what technology you're running.
We assess organizations running on any platform
Here's what we see over and over:
“We bought this CRM, but nobody uses it consistently.”
“Our pipeline reports are meaningless—we don't trust the data.”
“Deals stall and we don't know where or why.”
“We're paying for features we've never turned on.”
These aren't technology problems. They're people and process problems—and our framework finds them regardless of your tech stack.
Four Pillars of CRM Health
Every assessment covers these interconnected areas—because fixing one without the others doesn't work.
People
Adoption & Skills
- -Who owns the CRM? Who avoids it?
- -Where are the skill gaps?
- -What coaching is needed?
- -How do we drive adoption that sticks?
Process
Workflow & Handoffs
- -How does a lead move from awareness to close?
- -Where does it stall or drop off?
- -Which handoffs create friction?
- -What manual steps can be automated?
Technology
Stack & Configuration
- -Is your CRM configured for how you sell?
- -What integrations are missing or broken?
- -Are you using 20% of what you pay for?
- -Is your data structured for reporting?
Data
Quality & Governance
- -Is your data clean and actionable?
- -Where are the duplicates and gaps?
- -Can you trust your pipeline reports?
- -Who owns data quality?
Not Your Typical Consulting Engagement
We built our practice around speed, honesty, and continuous value—not billable hours.
Lightning Fast
We consume massive amounts of information quickly. No 6-month discovery projects. Get actionable insights in days, not quarters.
Continuous Intelligence
Our system continuously scans, updates, and surfaces recommendations. Like having a coach on your shoulder—always available, always current.
Technology Agnostic
We assess what you have, not what we want to sell you. Honest evaluation of your current stack before any recommendations.
Outcome Focused
Every recommendation ties to business outcomes: shorter cycles, higher conversion, better forecasting, fewer manual steps.
What You Walk Away With
Simple Process, Fast Results
Discovery Call
Day 1
30 minutes to understand your situation and confirm fit
Rapid Assessment
Week 1-2
We dive into your systems, talk to key people, and analyze
Insights & Roadmap
Week 2-3
Clear findings, prioritized recommendations, and next steps
Common Questions
Do we have to switch CRMs to work with you?
Absolutely not. Most CRM problems are people and process problems, not technology problems. We assess what you have and help you get more from it. If a switch makes sense, we'll tell you—but it's rarely the first recommendation.
How fast can you actually move?
Initial assessment insights within 1-2 weeks. Our approach is built for speed—we've designed our tools to consume and analyze information rapidly so you're not waiting months for basic answers.
What do you need from us to get started?
Access to your CRM (read-only is fine), 2-3 stakeholder interviews, and your honest assessment of current pain points. We do the heavy lifting.
What happens after the assessment?
You get a prioritized action plan. From there, you can implement yourself, bring in your existing partners, or engage us for specific improvements. No lock-in, no pressure.
How is ongoing coaching different from traditional consulting?
Traditional consulting gives you a report and walks away. Our continuous intelligence approach keeps scanning your systems, surfacing new insights, and providing recommendations as your business evolves. Think of it as a GPS that keeps recalculating, not a paper map.
Already on Microsoft or considering Dynamics 365? We have deep expertise in the Microsoft ecosystem and can provide hands-on implementation.
Microsoft PracticeReady to see where you really stand?
Book a 30-minute strategy call. We'll discuss your current challenges, what a rapid assessment looks like for your situation, and whether we're the right fit.
Or email us directly at support@simpolar.com