CRM Health Check Quiz

Running a CRM system is one thing—making sure it actually drives pipeline growth is another. This CRM Health Check Quiz is designed for sales consultants, revenue operations teams, and sales leaders who want to diagnose how well their CRM is working, spot data quality issues before they derail forecasts, and identify quick wins that can improve adoption and performance.

Whether you're using Salesforce, HubSpot, Pipedrive or another platform, this diagnostic quiz walks through the core pillars of CRM health: user adoption, data hygiene, pipeline visibility, automation maturity and reporting effectiveness. The questions are designed to surface specific pain points—like duplicate records, missing follow-up dates, underused features or low login rates—so you can build a prioritised action plan.

Built with Paperform, this quiz delivers a branded, conversational experience that feels less like a boring audit and more like a strategic conversation. Conditional logic adapts the questions based on your answers, and you can use Paperform's calculation engine to generate an instant health score at the end. Add your branding, embed it on your site, or share it as a standalone landing page.

Once submitted, responses flow straight into your tools of choice via Stepper (stepper.io), Paperform's AI-native workflow builder. You can auto-generate a personalised CRM improvement roadmap, trigger follow-up emails with tailored resources, log the assessment in your own CRM (meta, we know), or route high-priority leads to your sales enablement or RevOps team for a deeper consultation.

This template is perfect for sales consultants offering CRM audits, SaaS platforms wanting to engage users proactively, or internal RevOps teams running quarterly health checks across regions or teams. It's a fast, professional way to turn vague "CRM isn't working" complaints into concrete, actionable insights—all without requiring a single line of code.