Take Control of Your CRM Strategy Today!

Quit drowning in spreadsheets, chasing bad leads, and wondering why your CRM feels like a tax instead of a tool. If your CRM sucks, the problem isn’t the software—it’s how it’s set up, implemented, and used. CRM Shouldn’t Suck cuts through the noise to show you why CRMs fail, how to fix them, and how to turn yours into the revenue-driving machine you actually need.

No fluff. No excuses. Just straight talk and actionable strategies.

Start with the CRM Self-Assessment to get clear, no-nonsense insights on what’s holding you back—and how to turn your CRM into a high-performing revenue engine.

Let's See if your CRM Sucks (or Not)

Your CRM Impact Score

Your CRM is either fueling growth or holding you back. The CRM Impact Score gives you a straight-up evaluation of where it’s working, where it’s failing, and how to fix it.

Answer 24 laser-focused questions on Strategy, People, Process, Technology, Data, and Execution to get an instant, no-BS breakdown of your CRM’s real impact on revenue, efficiency, and team performance. No guesswork. Just actionable insights.

Get your CRM Impact Score—because every day your CRM underperforms, you’re leaving money on the table.

The Propellor Methodology

To make your CRM work for your business, it must excel in six key areas. These components provide a comprehensive framework for evaluating and improving how your CRM supports your goals and operations.

Strategic Goals: Your Path to Revenue Growth

CRM should be more than just a system—it should be a strategic tool that aligns with your company’s vision for growth. By answering the questions in this section, you’ll uncover whether your CRM is truly supporting your business objectives or if misalignment is holding you back. Identifying these gaps ensures that CRM becomes a catalyst for revenue generation rather than just an administrative burden.

People: Empowering Your Team for Success

CRM success isn’t just about technology—it’s about people. This section examines whether your team is engaged, trained, and incentivized to use CRM effectively. Understanding the human factors that influence adoption will help you create a culture where CRM is embraced as a tool for success, rather than resisted as an administrative burden.

Business Process: Streamlining for Success

CRM should support and enhance your core processes, not complicate them. In this section, you’ll evaluate whether your workflows are streamlined and automated or if manual bottlenecks are slowing your team down. By identifying process inefficiencies, you can transform CRM into a tool that eliminates redundancies, enhances productivity, and ultimately drives profitability.

Data: The Fuel for Smarter Decisions

The value of CRM is only as strong as the quality of its data. This section helps assess whether your CRM is providing accurate, timely, and actionable insights—or if poor data management is creating blind spots. Understanding your data strengths and weaknesses enables you to implement better data governance, ensuring that CRM becomes a reliable source of truth for decision-making.

Execution: Driving Results with CRM

Adoption and execution determine whether CRM is a success or a failure. This section evaluates how well your team is using CRM to drive sales, marketing, and customer service efforts. By identifying roadblocks to execution—whether from lack of training, unclear processes, or low adoption—you can take action to ensure CRM is a powerful enabler of revenue growth.

Technology: Harmonizing for Financial Agility

A well-integrated CRM doesn’t just store data—it enables seamless operations by working in sync with your technology stack. This section helps assess whether your CRM is effectively connected to the systems that drive your business. By pinpointing areas where technology silos or inefficiencies exist, you can eliminate friction and turn CRM into a force multiplier for efficiency and profitability.

Get your CRM Impact Score to uncover what’s working, what’s not, and how to turn your CRM into a true driver of business growth.

Get Your Score

What You’ll Get—No Fluff, Just Results

We don’t waste your time with vague insights or generic advice. The CRM Assessment pinpoints exactly what’s working, what’s broken, and what needs to change right now to turn your CRM into a real business asset.