Pipeline Health Assessment

Answer 8 quick questions to see how healthy your pipeline really is. Takes under 2 minutes.

Question 1 of 8

What best describes your role?

VP Sales / Head of Sales / CRO Head of Revenue Operations / Sales Operations CIO / VP IT / Head of Systems Founder / CEO Other

Question 2 of 8

How many full‑time B2B sales reps do you have closing deals?

1–2 reps 3–5 reps 6–15 reps 16+ reps We don't really have dedicated reps yet

Question 3 of 8

Roughly how many employees does your company have?

10–29 30–49 50–249 250–999 1,000+

Question 4 of 8

What are you primarily using today to manage deals and pipeline?

Salesforce HubSpot Microsoft Dynamics / Zoho / Pipedrive / other modern CRM ERP system (NetSuite, SAP, Oracle, etc.) Spreadsheets / email / homegrown tools Nothing formal yet

Question 5 of 8

What's the biggest issue with your current CRM/ERP setup right now?

Forecast is off / no clear view of what's really in the pipeline Reps don't use it properly / low adoption Data is a mess (duplicates, missing fields, inconsistent) We outgrew the current setup and it doesn't fit how we sell anymore Honestly, it's working fine for us right now

Question 6 of 8

Which best describes your plans for CRM/ERP implementation?

We're actively looking for partners to help us in the next 3 months We're actively looking for partners to help us in the next 4–6 months We know we need to fix / revamp this in the next 6–12 months We're exploring options, but no clear plan or budget yet We have no plans or budget for this right now

Question 7 of 8

How often does your forecast surprise you versus what deals actually close?

Almost every quarter – it's way off Often – more off than on Sometimes – a bit off, but manageable Rarely – usually pretty close

Question 8 of 8

How much do you trust the data in your CRM/ERP to make decisions?

I don't trust it – we double‑check in spreadsheets or gut Somewhat – we spot‑check and adjust a lot Mostly – we can rely on it for most decisions Completely – we run the business off it with confidence

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