Are your contacts, clients and prospect records missing important data?
Do you regularly review this information for accuracy?
Are there additional data points that you'd like to track? For example, most CRM implementations track a contact's job title. Do you also track their job function?
Are you proactively reviewing your marketing lists for email, thought leadership and event purposes?
Are your CRM and digital marketing tools integrated so opt-outs and new contact form submissions work seamlessly?
Does your business development / sales team have stacks of business cards that don't make their way into your CRM application quickly?
Does your team consistently track their activities (phone calls, meetings and emails) via your CRM solution?
Can you efficiently run a "who knows who" report showing which of your employees has a relationship with your contacts, your clients and your prospects?
If you sponsor or attend an event, do you have access to attendee lists post-event? If so, what do you do with these lists?
Do you have a formal on-boarding process for new employees regarding their contacts? Do you import contacts, companies and prospects on behalf of these people?
Do you host events, track invitation and questionnaire responses? Is your sales team constantly asking for updates on who's RSVP'd?
Do you have high marketing/sales turnover making knowledge transfer between employees difficult?
Do you have the ability to develop time-sensitive thought leadership content and distribute it to the right recipients quickly?
Preparation
Do you have a well-defined value proposition for your end users? Has the proposition been clearly communicated? Do your end users identify with the value proposition?
How much effort has gone into your data cleanup efforts?