THE OBO CHECKLIST INSTRUMENT.
Evaluate your technology stack and identify areas for improvement in 10 minutes or less.
The problem.
Most organizations struggle to identify their operational shortcomings. They might possess all of the tools necessary to succeed, but aren’t optimizing their capabilities. That’s when revenue gets left on the table and overstaffing occurs.
Incoming clients often come to us for guidance: find the gaps, correct them, and return measurable results.
After more than 350 client engagements, we’ve boiled down the key elements of a successful ecosystem across marketing automation, CRM, operations, and customer service. What’s the first step towards a solution? Identifying the problem.
That’s where our Checklist Instrument comes into play.
The solution.
20 questions. Less than 10 minutes. Score up to 100 points.
OBO’s Checklist Instrument is a self-evaluation tool designed to help you assess your existing technology stack in relation to your own objectives. This assessment has been carefully crafted and refined to help your organization recognize areas of improvement and opportunity.
Our questionnaire is a swift and simple way to start identifying problem areas within your internal operations. We’ve developed assessments for four categories: Marketing automation, CRM, operations, and customer service. Whether you take one variation or all four, you’ll gain a viable jumping off point for growth and success.
How it’s used.
It’s a quick assessment. You’ll answer 20 questions about your current operations, grading your success on a number scale of 1-5. In less than 10 minutes, you’ll have a final score. Answering honestly will yield the best results.
Once you start working on your areas of improvement, you can take the assessment over and over again to see how your score increases.
Who it’s for.
The Checklist Instrument is crafted for sales, marketing, project management, and operational leaders responsible for their technology stack. It’s for senior executives that know there is a lot of room for improvement, but are unsure of where to start. It’s for employees who need to quantify the reasons for investments into their technology stack.
It’s possible that not every question will be relevant to you. Perhaps you’re a startup and don’t really have a need for some of the capabilities in this assessment. That’s OK. Your score will be lower, but can still be useful to identify relevant areas of improvement.
Pick your assessment.
CRM
Marketing Automation
Project Management
Customer Service
CRM
TAKE THE CRM ASSESSMENT NOW.
We’ll ask questions like:
- Does your sales team eagerly use your CRM and leverage it to its fullest potential with 100% sales team adoption?
- Do you have a well documented, automated process for handing leads from marketing to sales?
- Is your CRM the source of truth and fully integrated with Marketing Automation, Customer Service, Project Management, ERP and other related systems?
Marketing Automation
TAKE THE MARKETING AUTOMATION ASSESSMENT NOW.
We’ll ask questions like:
- Do you have a clear vision for what you want your marketing automation to do, and is it shared by the key stakeholders?
- Have you synced the right technologies with the right fields between systems that enable seamless triggering of workflows, emails, and other communications?
- Do you have clear and concise reporting that shows sales revenue attribution associated with marketing activities?
Project Management
TAKE THE PROJECT MANAGEMENT ASSESSMENT NOW.
We’ll ask questions like:
- Have you mapped out your existing business processes in order to leverage efficiencies within your project management tool?
- Have you set up robust automations for repetitive work to avoid human error and reduce manual efforts?
- Are you able to easily access all progress updates, budget approvals, and more on one platform, and instantly know where all your work stands?
Customer Service
TAKE THE CUSTOMER SERVICE ASSESSMENT NOW.
We’ll ask questions like:
- Are you effectively using a multitude of customer service channels to fit your customer’s needs, such as phone support, live chat, emails, and online forms?
- Have you set up intelligent ticket alerts to indicate when someone on your team is acting on a customer ticket?
- Is your Customer Service technology fully customized to your customer service process and optimally designed to help tickets flow through the system faster?
Articles
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A Guide to Leveraging HubSpot Datasets
Mastering Data Insights: A Look at HubSpot Datasets In today's digital landscape, data reigns supreme. At The OBO Group, we know that harnessing data insights is the key to making informed…
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HubSpot Vs Braze Selecting the perfect customer engagement platform (CEP) can feel like navigating a vast ocean of options. In the quickly evolving world of marketing automation, standout names like…
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1 + Automations 0 + mirrored columns 1 % User-Adoption Rate ABOUT This client is one of the world’s leading mass media and entertainment corporations. With a vast collection of…
How One of the Largest Non-Profit Associations Consolidated Systems to Optimize Marketing Efforts
120,000 members synced daily 31 fields integrated 20,000 contacts migrated About The International Society for Pharmaceutical Engineering was founded in 1980 by professionals who believe the pharmaceutical industry required an…
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HubSpot is constantly pushing updates to revitalize its user experience. This summer, its workflow capabilities were optimized to improve readability, functionality, and simplicity. Take a look at the newest functions…
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Overwhelmed by marketing automation choices? You’re not alone. With so many options available to today’s marketers, it’s tough to know which technology is the best choice for your company. When…
4 Reasons You Should Use Sales Conversation Recap Emails
We all like to think that our memory is way better than it actually is. After all, how many times have you told yourself to remember to pick up dinner…
Why Does Marketing Take So Much Time?
It’s no secret that we’ve spent much of our lives anxious to accomplish some sort of end goal. As kids, we couldn’t wait to “get big” and drive a car,…
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Content marketing offers a variety of options for self-promotion depending on your internal strengths as well as your clients’ communication preferences. Do they respond well to blogs? Emails? Newsletters? How…
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If you’ve ever approached a cold prospect, you know this to be true: people HATE being sold. They know a disingenuous tone and pushy pitch from miles away—before you even…
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To put it simply, email nurture campaigns are created to build a relationship with an already existing lead—someone who has visited your website and engaged with your content. Your website…
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The goal is simple: transfer data out of one system and into another. But the process, not so much. Developers must simultaneously juggle APIs, recreate workflows and reports, and manage…
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What are the pros of outsourcing your marketing? You may think that marketing is easier when done in house, considering you know more about what your business does and what…
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In today’s world, businesses need quality online content to survive. Google has become the global search hub where everyone goes to find services, products, and answers to their questions. Google…
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If you online shop like me, you likely scour the review section of a product before deciding on what you’ll buy. In fact, around 90% of customers read reviews before…
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Company newsletters can take many different forms: product announcements, educational resources, internal company news, employee interviews, and much more. Given the multitude of options that a newsletter offers, how do…
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Marketing is a powerful arrow in your quiver of business strategy: it drives leads to your sales team, increases awareness about your organization and services, and helps you connect more…
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It can be daunting trying to choose a marketing automation software and CRM that best suits your company’s needs. After all, there are dozens of tools that offer robust features…
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