Find the Right CRM Diagnostic | Sinera Sales Lab
Sinera Sales Lab

Find the Right CRM Diagnostic

Start with the question that best matches your situation.

You don't need to know what service you need.

Choose the door that reflects your reality — we'll handle the diagnosis.

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Door 1 — Symptom Level (Tier 0)

"Something feels wrong in our CRM"

You're seeing issues, but you can't yet prove where the problem is.

Typical signals:

  • Leads disappear or stall without explanation
  • Forecasts shift late in the quarter
  • Reps keep shadow spreadsheets
  • Data looks "complete" but outcomes don't match

What happens next:

We isolate whether the issue is real signal failure or surface noise.

Outcome:

A short, evidence-based diagnostic that shows where your CRM is leaking trust, signal, or revenue — and whether the problem is isolated or structural.

See Tier 0 Evidence Pack →
Takes 1–3 weeks Fixed scope Evidence-based
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Door 2 — Decision Trust Level (Tier 1)

"We need to trust our CRM for a real decision"

Your CRM is already used in forecasts, planning, or performance reviews — but confidence is unstable.

Typical situations:

  • Leadership debates what numbers are "real"
  • Forecasts depend on conversations, not evidence
  • Required fields exist, but don't change behavior
  • Missed targets can't be explained cleanly

What happens next:

We judge whether your CRM can be trusted as a decision system — or whether it allows narrative to override reality.

Outcome:

A clear verdict on whether your CRM is fit to support forecasting, resource allocation, and performance decisions.

How the Diagnostic Works →
No preparation required Fixed scope Evidence-based
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Door 3 — Executive / Board Level (Tier 2)

"Our board no longer trusts the CRM"

This is no longer a reporting problem — it's a governance and risk issue.

Typical triggers:

  • Board rejects forecasts or demands external validation
  • Major investment, scale, or M&A depends on CRM data
  • Conflicting internal opinions have stalled decisions
  • Further automation spend feels risky without proof

What happens next:

We conduct a structural forensics assessment and issue a formal verdict: Proceed, Constrain, or Stop.

Outcome:

A board-level ruling on whether your CRM is viable for executive-level commitments — before more money or credibility is put at risk.

How Verdict is Reached →
Escalation only if justified Fixed scope Evidence-based

No implementation. No recommendations. No vendor bias.

This is a paid, independent diagnostic — designed to determine truth, not sell fixes.