Free scorecard · 8 pages
CRM and RevOps health scorecard: 20 questions to rate your data, stages, attribution and handoffs
Get the free scorecard ↓This scorecard helps marketing managers and RevOps leads rate the health of their CRM and revenue operations in about 30 minutes. Twenty questions across data, lifecycle stages, attribution, handoffs and reporting give a score per area, a ranked fix list and the business case to take to leadership for time or outside help.
- 20 questions in five areas, scored 0 to 2
- What each score means and the fix
- A ranked fix list from your answers
- A one-page business case to take to leadership
Written by the PlanConversion Strategy Team, from programs run for ABB, KNIME and Nakisa. For marketing managers, marketing operations and RevOps leads.
What’s inside
Everything in the scorecard
Practical and specific: questions, checks and decisions you can use in your next meeting, not theory.
What each score means and the fix
A ranked fix list from your answers
A one-page business case to take to leadership
Free preview
Five of the 20 questions
- Does every contact have an original source and a latest source that marketing did not have to fix by hand?
- Are lifecycle stage dates recorded, so you can measure time between stages?
- Can you show qualified pipeline by campaign without exporting to a spreadsheet?
- Do sales and marketing agree in writing what a qualified lead is and how fast it gets followed up?
- Are UTM values consistent enough that one channel shows as one row in reports?
The full scorecard
CRM and RevOps health scorecard: 20 questions for marketing teams
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Questions
About this scorecard
Which CRM does this work with?
Any CRM. The questions are about data, process and reporting, not a specific product.
Can PlanConversion fix what the scorecard finds?
Yes, as part of RevOps programs. Many teams fix the first items themselves with the guide.
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