Expert CRM Assessment.
A High-Performing CRM Starts Here.
Salesforce, HubSpot and Pipedrive
Your CRM should drive growth — not create confusion. Whether you're on Salesforce, HubSpot, or Pipedrive, Evolution CRM's Platform Assessment evaluates how well your system is configured, secured, and aligned to your goals — and delivers clear recommendations to get it back on track.
An Assessment Can Help You:
- Restore confidence in your pipeline and forecasts
- Clean up data quality and eliminate duplicates
- Increase user adoption and reduce manual work
- Align your CRM to how your team actually sells
- Identify automation gaps and fix broken workflows
- Surface security risks and tighten access controls
- Connect your reporting to real business outcomes
- Build a stronger foundation for growth and scale
Key Elements of the Evolution CRM Assessment
Every full assessment covers all eleven of the following dimensions across Salesforce, HubSpot, and Pipedrive.
Business Alignment and Objectives
Determines how the CRM supports core business goals, revenue strategy, and team workflows, including pipeline accuracy, forecast reliability, sales cycle length, and win/conversion rate.
Data Quality and Governance
Examines data accuracy, consistency, and cleanliness (no duplicates) through defined standards and controls, including duplicate management and required fields.
Security and Access Controls
Evaluates login session security, user permissions, roles, and access levels.
Customization and Configuration
Examines CRM objects, fields, and record completeness to determine utilization, and fit with business processes.
Automation and Business Processes
Looks at workflows intended to reduce manual work and improve efficiency.
Reporting Alignment with KPIs
Examines how dashboards and reports accurately reflect key performance indicators and business outcomes, as well as utilization of these.
Integrations and Architecture
Evaluates connections of the CRM with other systems to enable seamless data flow and scalable infrastructure.
Performance and Optimization
Monitors system speed and efficiency while identifying opportunities to improve performance.
User Experience and Adoption
Examines license utilization, logins, session durations, record creation and updates, activity rates, and more.
Compliance, Monitoring, and Auditing
Evaluates compliance with proper tracking, logging, and audit capabilities.
Governance and Maintenance Practices
Looks at ongoing processes to manage updates, system improvements, and more.
A Focused Assessment for Core CRM Health
The Streamlined Assessment is a strict subset of the Full Assessment — ideal for teams that don't require an evaluation of integrations, compliance, governance, and system performance.
The right audit depends on where your team is right now.
Not sure whether you need the full picture or a focused snapshot? Reach out and we'll help you determine which assessment fits your CRM, your team size, and your goals — before you commit to anything.
Transparent, tiered pricing across all three platforms
Cost is based on the number of users and CRM platform. Streamlined Assessment pricing is approximately two-thirds of Full Assessment cost.
Not sure which one is right for you? We can help.
Contact us and we'll walk you through which assessment fits your team, your platform, and where you are right now. No obligation — just a straight conversation.
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