Who Needs This Assessment

This assessment is for executive and operations leaders who know their CRM strategy is fundamentally broken. If you are questioning whether the cost, complexity, and customization backlog of your current platform outweigh the benefits, you need clarity.

This diagnostic will give you the objective data required to make a multi-year strategic decision.

It is ideal for:

  • The Cost Owner (CFO/CIO): Evaluating rising licensing fees and total cost of ownership over the next five years.

  • The Control Owner (CTO/IT Director): Struggling with customization backlogs, limited flexibility, and technical dependency on an external vendor.

  • The Operations Owner (VP/Director): Frustrated by slow workflows, low user adoption, and lack of essential automation.

If your organization is paying more and getting less, this assessment will determine if you are ready to fire your bloated CRM and build a strategic asset.

Here’s How the Independence Audit Works

Start Your Strategic Diagnosis

Answer a targeted set of questions focused on your true CRM utilization, technical complexity, and vendor dependency. We quickly gather the strategic inputs needed to assess your path to ownership.

Review Your Utilization & Dependency Index

Instantly receive your Utilization & Dependency Index. This score highlights the true financial cost (your "Bloat Tax") of maintaining underutilized licenses, unused features, and excessive customization.

Unpack Your Organization's Feasibility

Review a clear, objective analysis of your technical entanglement. See exactly where your Salesforce organization sits on the migration spectrum—from a simple 'Lift-and-Shift' to a complex 'Surgical Extraction.'

Finalize Your Tangible Escape Plan

Get practical, actionable recommendations and immediate next steps. Your report provides clear options: Negotiate for maximum savings, aggressively optimize your current system, or begin planning the build of your new strategic CRM Asset.