C.H.A.R.T. Your CRM Health
In just 3 minutes, see where your CRM is helping you win and where it might be holding you back.
What is the C.H.A.R.T. Assessment?.
Your CRM is more than just a database — it’s the engine behind your customer experience, sales performance, and business insights. But is it performing as it should?
The C.H.A.R.T. Assessment helps you evaluate the health of your CRM across five key focus areas: system, data, people, processes and customer view. The assessment provides you with a clear picture of where your CRM is working well and where improvements are needed.
| Letter | Focus Area | Description |
|---|---|---|
| C | CRM Systems & Tools | Are your systems streamlined, modern and fully utilised? |
| H | High-Quality, Up-to-Date Data | Can you trust your CRM data to guide key decisions? |
| A | Active & Aligned People | Is your team engaged, trained and using the CRM daily? |
| R | Reliable Reporting & Workflow Processes | Are your processes efficient and your reporting insightful? |
| T | Total Customer View | Do you have one central source of truth for your customer relationships? |
Why These Pillars Matter
The C.H.A.R.T. Assessment is designed around the essential pillars that make a CRM effective. It ensures your CRM goes beyond storing information helping to drive real business results.
System
Choosing the right platform is only the beginning. Your system must scale with your business and adapt to your needs.
Data
A CRM is only as good as the data in it. Without clean, current data, insights are compromised and opportunities are missed.
People
If your people are not using the CRM, there is no system. Adoption starts with training and aligning the system to their workflow.
Processes
CRM success depends on consistency. Defined, documented processes ensure accurate reporting and a smooth customer experience.Customer View
Every touchpoint counts. Your CRM should bring together all interactions into a single, trusted view, empowering your team to build stronger, more connected customer relationships.
Why Take the C.H.A.R.T.
Assessment?
- Identify blind spots in your current CRM setup
- Benchmark your performance across core business pillars
- Receive tailored recommendations to help you level up
- Start better conversations with your team about what’s working — and what’s not
Who is it for?
Whether you are in Sales, Customer Service, Marketing, Operations, IT or Executive Leadership, this diagnostic will quickly highlight where your CRM is empowering your business and where there is room to improve.
What You’ll Get
- A CRM Health Score across the five C.H.A.R.T. pillars
- Clear insights into what’s working and what needs attention
- The opportunity to speak with a CRM expert
Start Your C.H.A.R.T. Assessment Now
Small time investment. Big business clarity.
Let’s ensure your CRM is working for you, not the other way around.
Why Fullcrm?
At Fullcrm (pronounced fulcrum), we are CRM experts. Our mission is to help our customers find and implement the right CRM solution to increase revenue, retain customers, and reach a wider customer base.
