CRM cost baseline
Current licensing, administration, integration costs, and key cost drivers.
CRMFlight Assess
Get clarity before takeoff.
An independent roadmap for CRM modernization and AI.
We evaluate the current environment, quantify the pain points, identify alternatives, and recommend the lowest-risk path to a better system.
What you receive
A decision-ready assessment.
System and data inventory
Core objects, automations, reporting, permissions, integrations, and data-quality risks.
Modernization alternatives
Keep and improve, move to another platform, or build a tailored solution.
AI opportunity shortlist
Prioritized workflows, readiness constraints, safeguards, and measurable pilot hypotheses.
Deliverables
A practical plan—not a slide deck of buzzwords.
WP 01
Kickoff
Confirm goals, stakeholders, system access, and scope.
WP 02
Discovery
Interview users and inspect available CRM, ERP, and data artifacts.
WP 03
Analysis
Compare options and identify migration, integration, and AI risks.
WP 04
Roadmap
Produce phased recommendations, assumptions, and budget ranges.
WP 05
Decision session
Review tradeoffs and agree on next steps.
Engagement options
Start at the right depth.
Quick ReviewCustom quote
Limited-scope discovery and initial recommendations.
CRM + AI AssessmentCustom quote
Structured assessment, options, and implementation roadmap.
Enterprise BlueprintCustom quote
Detailed architecture and phased migration planning.
Every engagement is quoted on scope; exact deliverables and access requirements are defined in the engagement scope.
Good fit
When is an assessment useful?
TRIGGERS
Typical triggers
Salesforce renewal, new ERP, acquisitions, disconnected quoting, rising administration costs, data consolidation, or a new AI initiative.
NO ASSUMPTIONS
What we will not assume
That Salesforce must be replaced, that custom software is always cheaper, or that AI will produce savings without clean data and workflow validation.
Ready to move forward?
Find your best next move.
Request a CRMFlight consultation and we will discuss the right assessment scope for your organization.