---
title: "CRM Readiness Check — RevOpHubs"
description: "Check whether your organisation is ready to redesign or migrate its CRM."
canonical: "https://revophubs.com/readiness.html"
language: "en"
---

<a href="#main" class="skip-link">Skip to content</a>

<a href="/" class="brand"><span>RevOp</span><strong>Hubs</strong></a>

Menu

[Learn](/learn.html)[Hubs](/hubs.html)[Fundamentals](/fundamentals.html)[Tools](/tools.html)[Methodology](/model.html)

<a href="/pt/readiness.html" class="language-switch" lang="pt-PT" hreflang="pt-PT" aria-label="Ver em português">PT</a><a href="/assessment.html" class="button button-small header-cta">Revenue System Assessment</a>

CRM Readiness Check

# Do not redesign the CRM before the organisation is ready.

Check the operating conditions that should exist before configuration, migration or vendor selection begins.

## Commercial clarity

We can state the primary ICP and the commercial motions the CRM must support.Lifecycle stages have observable entry and exit criteria.Marketing, sales and customer teams agree on the core definitions.

## Ownership and governance

Each lifecycle stage and hand-off has a named operational owner.Someone has authority to resolve cross-functional design decisions.There is a process for changing fields, stages, automations and reports.

## Data and adoption

We know which data is required for decisions, not merely desirable to collect.We understand why users currently work outside the CRM.Success measures include user behaviour and business outcomes.

Calculate readiness

<span class="resource-meta">Readiness score</span>

<span readiness-score="">0</span>/100

##

<a href="/articles/crm-adoption-design.html" class="button button-inverse">Read the CRM guide</a>

Copy result

### How to use this

Answer based on evidence, not intent. A low score does not mean “do nothing”; it means the next work is operating design rather than configuration.

- 0–44: design first
- 45–74: proceed with conditions
- 75–100: ready to configure

<a href="/tools.html" class="text-link">All tools →</a>

<a href="/" class="brand brand-light"><span>RevOp</span><strong>Hubs</strong></a>

Practical Revenue Operations knowledge and tools. A SmartLinks initiative.

**Explore**[Fundamentals](/fundamentals.html)[AI-Powered RevOps](/ai-revops.html)[AI Tools](/ai-tools.html)[Research](/research.html)

**SmartLinks**[About RevOpHubs](/about.html)<a href="https://www.smartlinks.pt/metodo/revenue-operations" rel="external">Revenue Operations</a><a href="https://www.smartlinks.pt/contactos" rel="external">Contact SmartLinks</a>

RevOpHubs is maintained by SmartLinks.© 2026 SmartLinks
