CRM Migration Readiness Check
Check whether your data, processes, people and plan are ready before you switch CRM, and get a list of what to fix before cutover.
- Free
- No sign-up to try
- Works as you type
Answer for the switch you're planning: your data, your processes, your people and the plan itself.
0 of 13 answered
Answer the questions to see your score by area as you go.
Answer at least 11 of 13 questions to save your results as a Room.
How it works
How the CRM Migration Readiness Check works
- 1
Answer the questions
Pick the answer closest to where you are today. It takes a few minutes.
- 2
See your score
Your score by area appears as you answer, with the weakest areas first.
- 3
Save your results
Create a Room with your scores, next steps and an adviser to talk them through.
Worked example
What it makes
13 questions across 4 areas. Each answer scores 0 to 3; an area's score is its points as a share of the most it could get.
Data
- How clean is the customer data in your current system?
- Have you decided what data to move and what to leave behind?
- Have you mapped fields from the old system to the new one?
Process and requirements
- Are your sales and service processes written down?
- Have you agreed what the new CRM must do on day one?
- Do you know which other tools connect to your CRM today?
People
- Who owns the migration?
- How involved are the people who will use the new CRM?
- Is training planned?
Plan and cutover
- Is there a timeline for the switch?
- How will you test before switching?
- What happens if the switch goes wrong?
Results bands: Not ready (0+), Getting there (40+), Mostly ready (70+), Ready (90+). A self-assessment from your own answers: a starting point for a conversation, not an audit, certification or professional advice.
Who it's for
Who uses it
Sales and revenue ops
Spot data and integration gaps before setting a go-live date.
Project owners
Turn the weakest areas into the first tasks of the migration plan.
Consultants
Check a client's readiness before quoting for the migration.
Good to know
What to consider
- It works for any CRM; it doesn't compare products or cover a specific vendor's import tools.
- Run it again a few weeks before cutover to check the gaps have closed.
Questions
About the CRM Migration Readiness Check
Is this a migration checklist?
It's a scored readiness check: it shows which areas are ready and gives next steps for the rest. Use the next steps as the start of your migration task list.
Is this an audit or a certification?
No. It scores your own answers against a written rubric to show where you stand and what to do next. Use it to start a conversation, not as an audit, certification or professional advice.
Make your results now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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Related tools
- CRM Comparison ToolCompare CRMs on the criteria your team cares about: weight what matters, score each option, and get a ranked comparison your team can review and vote on.
- Sales Process ScorecardScore your sales process on pipeline stages, qualification, forecasting and deal management, and get next steps for the weakest part.
- Project Risk AssessmentScore a project's schedule, scope, people and dependency risks as they stand today, and get the actions that would lower the biggest ones.