Strategic Audit
CX & CRM Maturity Check
Successful Customer Experience Management is based on the seamless interplay of strategy, technology and operational excellence. This assessment reflects established frameworks of digital maturity models. It evaluates your organization along the entire customer journey to break down isolated data silos and identify concrete growth potential.
The underlying maturity model
Dimensions examined and their strategic significance
1. Strategy & Customer Centricity
Validates whether customer focus is understood as a primary value driver and is managed within overarching goal systems.
2. 360° Customer View & Data Management
Assesses the reliability, completeness and cross-system consistency of your data as the foundation for automated processes.
3. CRM Platform & Technology
Reveals media discontinuities with ERP or subsystems and evaluates the actual system adoption in day-to-day business.
4. Marketing Automation & Lead Management
Analyzes whether pipeline generation can be steered proactively and whether marketing investments are demonstrated transparently.
5. Sales Excellence & Sales Management
Shows how strongly sales processes are still shaped by manual administration and subjective gut feeling.
6. Customer Service & Loyalty
Identifies levers to secure existing revenue streams and to continuously optimize operational workflows.
7. AI, Analytics & CX Innovation
Evaluates your technology roadmap and your ability to respond flexibly to changing digital market requirements.
8. Customer Needs & Buying Motives
Sheds light on how well you know your customers' needs, buying motives and decision patterns and actively use them in marketing and sales.
Step 1 of 3
Company Context
Your input enables the correct calibration of the maturity benchmark.
Dimension 1 of 8
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Step 3 of 3
Consolidating your evaluation
Please complete your details to unlock your strategic maturity profile and activate the personalized management report.
AMBIT GROUPYour CX & CRM Maturity
Management Summary
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Visual maturity matrix (radar chart)
Results per dimension in detail
Your individual results structured by the three strategic core areas of your customer journey.
Strategic Potential & Next Steps
Your personal contact
Our specialist is available to advise you on specifically resolving the process and system bottlenecks identified.
Christian Schipp
I support you in closing your maturity gaps at the process level and in building the right technological interfaces along your customer journey.
