Interactive CRM Evaluation

Based on 50 B2B-Agency Heuristics

✨ Smart Scoring
📊 Real-time Analytics

How to Use This Rubric

1

Review Clusters

Each section represents a key heuristic cluster. Click to expand and explore.

2

Score Performance

Select scores from 1 (Strong Do Not Pass) to 5 (Strong Pass) for each cluster.

3

Set Priorities

Adjust weights to reflect your business priorities and strategic focus.

4

See Your Score

Get real-time weighted scores and comprehensive evaluation insights.