Free CRM Assessment
Your CRM Is a Mess.
You Already Know It.
Duplicate accounts everywhere. Contacts with no email or phone. Opportunities half-filled with data from three quarters ago. Dead records nobody remembers creating. And it's costing you: missed pipeline, bad forecasts, wasted marketing spend, and churn you never saw coming.
Get Your Free AssessmentDirty CRM data is costing every team
Sales
Stale deals, fiction forecasts, slipped pipeline
Marketing
Invisible contacts, broken attribution, wasted spend
Customer Success
Zero context, single-threaded accounts, hidden churn
RevOps
Endless cleanup, multiplying duplicates, zero trust
Sample Assessment
Here's What You'll Get
This is a real assessment from a sample CRM. Yours will be customized to your data, with every issue scored by revenue impact.
CRM Health Assessment
January 15, 2026
Overall Health
How Well Do You Know Your Pipeline?
Your pipeline is only as good as what you know about it. Incomplete data does not just hurt forecasting. It prevents you from understanding what is working, who is involved in deals, and where things are getting stuck.
88% of your pipeline has the information needed to forecast accurately and analyze what is driving wins and losses.
What Incomplete Data Costs You
Each gap in your data has downstream consequences. Here is what we found.
Field Completeness
78%Standard fields: 78% populated. Core fields like Amount, Close Date, and Stage should be nearly 100%.
Custom fields: 56% populated across 32 fields. 89 fields are below 50% fill rate.
Without complete data, you cannot analyze what is working vs what is not. Your custom fields were created for a reason.
Contact Involvement
1.9 avgMarketing cannot engage buyers they do not know about. You cannot identify champions or blockers if contacts are not linked to deals.
Deal Freshness & Activity
32% freshStale deals signal abandoned opportunities. If a champion left or procurement got in the way, you need to know now, not at quarter end.
Closed-Lost Reasons
68%68% of lost deals have a reason recorded. Average reason length: 24 characters.
If you do not know why you lose, you cannot stop losing. This is how you learn what is working and what is getting in the way.
Account Associations
99%67 opportunities (1.5%) have no account linked.
Unlinked deals cannot be attributed to company relationships. Your account-level reporting will have gaps.
Ownership
12 unownedNo owner means no accountability. Mismatches may indicate territory misalignment or handoff issues.
GTM Engine Fixes This Automatically
Capture Every Contact
Automatically identify and link every person from emails and meetings to the right deals.
Track Deal Context
Populate custom fields with objective data from conversations, no manual logging required.
Know What is Happening
Get visibility into every deal without asking reps. The data is captured as work happens.
Connect your CRM and let GTM Engine close these gaps over a weekend.
Get StartedEvery Problem Ranked by Revenue Impact
We don't just dump a list of problems on you. Every issue is scored by how much revenue it's costing you and prioritized so you know exactly where to start.
Top Issues to Address
6.89% lead duplicate rate (567 duplicates)
Duplicate leads cause double-outreach, wasted SDR effort, and inaccurate funnel metrics.
2,341 orphaned contacts with no account linked
These contacts are invisible to account-based workflows, territory assignments, and reporting.
1,234 leads unworked for 90+ days
Potential pipeline sitting idle. These leads may have gone to a competitor by now.
456 deals with no activity in 60+ days
Stale pipeline inflates forecasts and hides deals that have likely gone dark.
456 accounts with zero contacts
Accounts without contacts cannot be worked. They are dead weight in your CRM.
67.8% closed-lost reason fill rate
Without knowing why deals are lost, you cannot fix systemic issues in the sales process.
892 contacts missing email address
Unreachable by email campaigns, reducing your marketable database by 2.3%.
892 accounts with zero logged activities
No visibility into engagement. These accounts may be at risk of churn.
There's a Way Out. It Starts Here.
Connect your CRM or upload an export. We'll show you the full picture. Then GTM Engine can fix it automatically.
Connect Your CRM or Upload an Export
Secure, read-only connection to your Salesforce or HubSpot instance, or simply upload a CRM export. Takes 5 minutes, no engineering required.
We Analyze Everything
GTM Engine scans every record (accounts, contacts, opportunities, leads) and scores data quality across 50+ dimensions.
Get Your Report + Fix
Receive a detailed health scorecard with prioritized issues. Then let GTM Engine fix the problems automatically with a weekend backfill.
Stop Guessing. Start Fixing.
Every revenue team has CRM problems. The difference is knowing exactly what they are and having a system that fixes them. Connect your CRM or upload an export in 5 minutes. Get your full health scorecard by Monday.
Read-only access only. Your data never leaves your CRM. SOC 2 compliant.
Get Your Free Assessment