Your CRM should make your team’s life easier — not harder.
But when systems are misaligned, disconnected, or underused, small inefficiencies quickly snowball into major issues.
This free checklist, “5 Signs You Need to Realign Your CRM,” is designed to help you spot those red flags early and take action before your processes and customer experience suffer.
Based on real insights from our live SugarRush session From Disconnected Systems to CRM Success — featuring Verplas’s award-winning transformation story — this guide gives you a practical framework to assess how well your CRM is really working for you.
✅ 5 Common Red Flags that reveal when your CRM is falling shorty
✅ Real-World Examples from Verplas’s journey to CRM success
✅ Quick Self-Assessment to identify where your system needs attention
✅ Actionable Insights to help you streamline, realign, and refocus your CRM
✅ Transformation Takeaways from an award-winning customer experience
✔ It’s practical, not theoretical. Every insight comes from real business challenges and measurable improvements.
✔ It’s quick and easy to use. No jargon, no long reads — just straightforward questions to get clarity fast.
✔ It’s built for change. Whether you’re using SugarCRM or any other system, the principles apply to every CRM setup.
✔ It’s backed by real results. Verplas turned 12-month turnaround times into 7 days — and you can too.
Your CRM should be a tool for growth — not a daily frustration.
Use this checklist to see where your system stands today, and take the first step toward building a CRM that truly supports your team and customers.
