Free CRM Assessment
Find Your Perfect CRM
Answer 10 simple questions and we'll match you to a Salesforce solution built for your business needs.
App Copy
| key | value |
|---|---|
| hero_eyebrow | Free CRM Assessment |
| hero_headline | Find Your Perfect CRM |
| hero_description | Answer 10 simple questions and we'll match you to a Salesforce solution built for your business needs. |
| hero_meta_1 | No account required |
| hero_meta_2 | Instant personalized results |
| hero_meta_3 | Covers all Salesforce products |
| progress_text | Question {n} of {total} |
| progress_percent | {pct}% complete |
| step_eyebrow | Question {n} of {total} |
| back_button | ← Back |
| next_button | Continue → |
| submit_button | See My Results → |
| restart_button | Retake the assessment |
| results_eyebrow | Your Assessment Results |
| results_subline | Based on your answers, {product} is your best-fit solution. |
| primary_badge | Best Match |
| reasons_heading | Why it's right for you |
| secondary_badge | Also Consider |
| secondary_max_gap | 4 |
CRM Questions
| key | step_label | title | description | multi_select | columns |
|---|---|---|---|---|---|
| q1 | Setup | How is your business currently managing customer relationships? | This helps us understand what you're replacing or starting fresh with. | 1 | |
| q2 | Team Size | How many people will actively use the CRM? | Count everyone in sales, service, marketing, and operations who'll log in. | 2 | |
| q3 | Stage | Which best describes your company's current stage? | This helps us match you to the right scale of solution. | 1 | |
| q4 | Capabilities | Which capabilities matter most to your team? | Select all that apply — we'll use this to refine your match. | true | 1 |
| q5 | Sales Process | How would you describe your sales process? | Think about how deals move from first contact to closed-won. | 1 | |
| q6 | Support Channels | How do your customers reach your team for support or service? | This helps us match you to the right service and channel capabilities. | 2 | |
| q7 | Challenge | What's the biggest problem a CRM needs to solve for your team? | Pick the one that resonates most — we'll prioritize this in our recommendation. | 1 | |
| q8 | Integrations | What kind of system connectivity do you need from your CRM? | Think about how your CRM needs to talk to the rest of your tech stack. | 1 | |
| q9 | Timeline | What is your target timeline to go live with a new CRM? | Be honest — faster timelines tend to favor simpler deployments. | 2 | |
| q10 | Budget | What is your estimated annual CRM budget per user? | This is one of the strongest signals in our recommendation — be as accurate as you can. | 1 |
crmOptions
| key | question | icon | label | description | starter | pro_suite | enterprise |
|---|---|---|---|---|---|---|---|
| no_system | q1 | 📝 | No formal system yet | Customer data lives in email, spreadsheets, and people's heads | 3 | 0 | 0 |
| spreadsheets | q1 | 📊 | Spreadsheets and shared files | We track customers in Excel, Google Sheets, or similar tools | 3 | 0 | 0 |
| email_only | q1 | 📧 | Email and calendar only | We manage relationships through inboxes and scheduling tools | 2 | 0 | 0 |
| crm_replace | q1 | 🔄 | An existing CRM we want to replace | We have a system but it's not meeting our needs | 0 | 2 | 2 |
| not_sure | q1 | Not sure / still evaluating | We're figuring out what we have and what we need | 1 | 0 | 0 | |
| 1_5 | q2 | 👤 | 1–5 users | Small team, just getting started | 6 | 0 | 0 |
| 6_20 | q2 | 👥 | 6–20 users | Growing team, need shared visibility | 2 | 3 | 0 |
| 21_100 | q2 | 🏢 | 21–100 users | Mid-size organization, scaling operations | 0 | 4 | 3 |
| 100_plus | q2 | 🌐 | 100+ users | Large organization, enterprise scale | 0 | 0 | 8 |
| startup | q3 | 🚀 | Startup or early stage | Building our go-to-market motion from the ground up | 4 | 0 | 0 |
| growing | q3 | 📈 | Growing business | Established and focused on increasing revenue and customers | 0 | 4 | 0 |
| scaling | q3 | ⚡ | Scaling / mid-market | Expanding rapidly and need systems that can keep up | 0 | 2 | 3 |
| enterprise_co | q3 | 🏛️ | Established enterprise | Large organization with complex processes and multiple teams | 0 | 0 | 6 |
| basic_crm | q4 | ✅ | Contact and deal tracking | A central place to manage leads, contacts, and the sales pipeline | 2 | 0 | 0 |
| forecasting | q4 | 📊 | Sales forecasting and reporting | Visibility into pipeline health and accurate revenue projections | 0 | 3 | 0 |
| marketing_auto | q4 | 📣 | Email marketing and campaign management | Email campaigns, audience segmentation, lead nurturing, and performance tracking | 2 | 0 | 1 |
| ai_workflows | q4 | 🤖 | AI, automation, and custom workflows | Intelligent automation, Agentforce AI agents, and deep customization | 0 | 0 | 4 |
| cpq | q4 | 💼 | Configure, price, and quote (CPQ) | Generating professional quotes and managing complex product pricing | 0 | 2 | 2 |
| service_support | q4 | 🎧 | Customer service and support | Case management, help center, omni-channel routing, and self-service tools | 0 | 3 | 2 |
| renewals | q4 | 🔄 | Subscription, renewal, or loyalty management | Automated renewal flows, consumption forecasting, and loyalty programs | 0 | 2 | 3 |
| simple | q5 | 🎯 | Simple and direct | Short sales cycles, typically one or two decision-makers | 3 | 0 | 0 |
| multi_stage | q5 | 🔁 | Multi-stage pipeline | Multiple steps, team collaboration, and regular pipeline reviews | 0 | 4 | 0 |
| complex | q5 | 🏗️ | Complex enterprise deals | Long cycles with approvals, territories, multiple stakeholders, and legal review | 0 | 0 | 5 |
| no_support | q6 | 🙅 | We don't have a formal support function yet | Customer service isn't a primary need right now | 2 | 0 | 0 |
| email_phone | q6 | 📧 | Email and phone | We manage support cases through traditional channels | 3 | 0 | 0 |
| web_chat | q6 | 💬 | Live web chat or in-app messaging | Customers reach us through digital channels on our site or product | 0 | 4 | 0 |
| sms_multi | q6 | 📱 | SMS, WhatsApp, self-service portals, or AI-powered support | Customers expect support across multiple digital channels | 0 | 0 | 5 |
| get_organized | q7 | 📌 | Getting organized | We need a single source of truth for customer data and pipeline | 3 | 0 | 0 |
| visibility | q7 | 🔍 | Improving visibility and forecasting | Leadership needs better insight into what's in the pipeline and what will close | 0 | 3 | 0 |
| automate_scale | q7 | ⚙️ | Automating processes and scaling | We're spending too much time on manual tasks that should be automated | 0 | 0 | 3 |
| data_insights | q7 | 🧠 | Connecting data for deeper insights | We need to unify data across systems to understand our customers better | 0 | 0 | 4 |
| service_scale | q7 | 🎧 | Delivering consistent customer service at scale | We need to manage support cases, routing, and service quality across a growing team | 0 | 2 | 3 |
| email_calendar | q8 | 🔌 | Email and calendar sync only | We just need the CRM to connect with Gmail or Outlook | 3 | 0 | 0 |
| marketplace | q8 | 🛒 | Third-party marketplace apps | We'd use pre-built integrations for prospecting, enrichment, or other tools | 0 | 3 | 0 |
| one_way_api | q8 | 🔗 | One-way data feeds into the CRM | We want to pull data in from other systems to enrich our CRM records | 0 | 3 | 0 |
| two_way_api | q8 | 🕸️ | Two-way API integrations with ERP or custom systems | We need the CRM to both read from and write to complex or custom-built platforms | 0 | 0 | 5 |
| asap | q9 | ⚡ | As soon as possible | We need to be up and running within a month | 3 | 0 | 0 |
| one_three_mo | q9 | 📅 | 1–3 months | We have some time to configure and train properly | 0 | 2 | 0 |
| three_six_mo | q9 | 🗓️ | 3–6 months | We're planning a thorough rollout with change management | 0 | 0 | 2 |
| six_plus | q9 | 📋 | 6+ months | This is a major initiative that requires extensive planning | 0 | 0 | 3 |
| under_400 | q10 | 💰 | Under $400/year | Looking for an affordable entry point | 6 | 0 | 0 |
| 400_1400 | q10 | 💳 | $400–$1,400/year | Ready to invest for more capability | 1 | 4 | 0 |
| 1400_2500 | q10 | 🏦 | $1,400–$2,500/year | Enterprise-tier investment | 0 | 0 | 5 |
| no_limit | q10 | 🎯 | Budget is flexible — the right fit matters more | We'll invest what's needed to get the right solution | 0 | 0 | 3 |
Starter Suite
An all-in-one CRM for growing small businesses. $25/user/mo.
Why it's right for you
- Right-sized for a small, focused team
- Covers sales, service, and marketing in one package
- Covers sales, service, and marketing in one package
- Scales with you as your team grows
Pro Suite
The complete CRM for growing businesses ready to scale. $100/user/mo.
Why it's right for you
- Right-sized for a small, focused team
- Covers sales, service, and marketing in one package
- Simple setup with guided onboarding via Trailhead
- Handles up to 20,000 unified customer contacts
Enterprise Edition
The most powerful Salesforce CRM for complex, high-growth operations. $175/user/mo.
Why it's right for you
- Unlimited custom objects, flows, and API access
- Built for large teams with complex sales processes
- Native Agentforce AI agents and territory management
- Handles enterprise-scale data and integrations
CRM Assessment FAQs
The right number of licenses depends on who needs direct access to customer data — typically anyone creating, updating, or viewing records in Sales, Service, or Marketing. A good starting point is to count everyone who touches a customer interaction today (sales reps, support agents, marketing managers) plus any admins who configure the system. Salesforce editions scale with you, so it's fine to start small and add users as your team grows.
Starter Suite gives growing businesses core sales, service, and marketing tools in one simple package. Pro Suite includes everything in Starter Suite plus the more advanced features found in our Professional Edition products — more customization, automation, and reporting depth. Enterprise Edition goes further still, adding advanced workflow automation, more granular permissions, and deeper integration options for larger, more complex teams. Most customers start with the suite that matches their team size today and upgrade as their needs expand.
No — Salesforce is built to grow with you. You can start with a lightweight suite designed for small teams and move up to more advanced editions or add-ons like Marketing Cloud or Data Cloud as your needs expand, without switching platforms or losing your data and customizations.
It depends on how complex your sales and service processes are. If you're mainly tracking a handful of contacts and deals, a simpler tool might work for now. But if you need visibility across a team, automated follow-ups, reporting on pipeline health, or a single view of every customer interaction, a dedicated CRM will save time and reduce dropped opportunities as you grow.
For most small and growing businesses, setup takes hours, not weeks. You connect your email, import your contacts, and can start tracking deals or service cases the same day — no lengthy implementation project required for entry-level suites.
Salesforce has been purpose-built for CRM for nearly three decades, so it offers deeper sales and service capabilities and more built-in AI functionality than general-purpose or ERP-attached alternatives. It also integrates openly with your existing tools — including Microsoft products — so you're not locked into a single vendor's ecosystem.