AI REVENUE READINESS ASSESSMENT

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First Name *

Email *

AI REVENUE READINESS ASSESSMENT

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How do you currently manage your sales pipeline and opportunities? *

We manually track deals in spreadsheets

We use a basic CRM without integrations

We use an advanced CRM with some automation

We run a fully integrated sales system

AI REVENUE READINESS ASSESSMENT

How many new leads does your team typically generate each month? *

Fewer than 50 leads/month

51–200 leads/month

201–1000 leads/month

Over 1000 leads/month

AI REVENUE READINESS ASSESSMENT

How is your customer and prospect data stored? *

Scattered across multiple tools with no central system

Stored in a basic database or CRM

Managed in a cloud-based CRM

Integrated into a central data warehouse

AI REVENUE READINESS ASSESSMENT

How well do you track customer interactions across your funnel(s)? *

We don’t track interactions

Some basic logging

We track all sales team activity

We track multi-channel engagement (calls, emails, site visits, etc.)

AI REVENUE READINESS ASSESSMENT

How connected is your current sales technology stack? *

Tools don’t talk to each other

A few tools are connected

Multiple systems are integrated

We have a fully integrated ecosystem

AI REVENUE READINESS ASSESSMENT

How often do you update or upgrade your sales technology? *

Rarely, if ever

Every few years

Annually

Continuously, as part of our growth strategy

AI REVENUE READINESS ASSESSMENT

How comfortable is your sales team with using technology in their day-to-day work? *

Not comfortable at all

Some have basic tech skills

Most are proficient with sales tools

Our team excels at using technology to sell

AI REVENUE READINESS ASSESSMENT

What is your team’s attitude toward adopting new technology and automation? *

Resistant to change

Indifferent or unsure

Open to it, with the right support

Actively seeks out and embraces technology

AI REVENUE READINESS ASSESSMENT

How much budget have you allocated toward sales technology and automation this year? *

No budget

Minimal or experimental budget

Moderate investment

We’ve made or plan to make a significant investment

AI REVENUE READINESS ASSESSMENT

How urgent is your need to streamline and automate your sales process? *

Not urgent

We’re starting to explore options

We’re actively looking

It’s a critical business priority

AI REVENUE READINESS ASSESSMENT

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