Worksheet

CRM failure-and-recovery map

A table links each symptom to a root cause and a recovery action, covering deals logged outside the CRM, stages that miss real progress, and forecasts managers distrust. Use it in the first audit.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why CRM Implementations Fail”, www.gullysystem.com/blog/why-crm-implementations-fail