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Get Clarity Fast: Assessments & ROI Calculators
Whether you’re trying to Get CRM Right, explore AI readiness, or justify a Salesforce switch—our tools are designed to give you answers in minutes, not months.
No fluff. Just smart guidance built by experts.
AI-Fueled Revenue
Is your organization ready to turn AI hype into ROI?
CRM Maturity Assessment
Understand where you stand in your CRM journey and uncover the steps to move from Reactive to AI-Powered.
AI Maturity Assessment
Discover AI applications that enhance business outcomes, customized for your needs.
Get AI Right Assessment
Uncover AI use cases that actually drive business outcomes—tailored to your organization.
Salesforce ROI & Migration Tools
Thinking of switching from Salesforce to Dynamics? Start here.
Salesforce Switch ROI Calculator
Analyze the potential return on investment when transitioning from Salesforce to Dynamics.
Salesforce Switch Feature Comparison
Compare current features with potential gains after switching to Dynamics.
Get CRM Right- Salesforce ROI
Learn if your Salesforce investment is aligned to business impact.
Salesforce CRM Assessment
Quickly assess your Salesforce configuration and fit.
CRM & Copilot ROI Tools
Measure what matters—before making the next move.
Get CRM Right ROI
Find out if your CRM is helping or hurting your revenue.
Copilot for Sales ROI
Gauge the impact of Copilot in driving sales productivity and win rates.
Dialogue Copilot ROI
Estimate the value of implementing a Dialogue Copilot in your sales process.
Key CRM & Copilot Insights
Maximize your CRM’s potential with our AI-Fueled Solutions.
AI-Powered CRM
Business using AI-powered CRM are 83% more likely to exceed sales goals and 34% report exceptional customer service results compared to non-AI adopters
*According to CRM.org
Sales and Marketing
70% of businesses use their CRM for customer service, and 60% say CRM has become more important for achieving sales and marketing goals than it was five years ago
Transform Insights into Action
Ready to take action? Schedule a Envisioning session and we’ll walk through the results with you!
*Investment of 15K with the potiential of Microsoft Funding to offset cost with completion of your assessment. (valued at 50K)