Turn
CRM maturity into measurable customer value

Understand where your CRM delivers value, where it falls short, and what to improve next.
Eminence evaluates your data, technology, processes, activation, measurement, and adoption, then turns the findings into a practical roadmap that strengthens customer knowledge, increases retention, aligns teams, and improves return on CRM investment across the organization.
Visibility
Alignment
Efficiency
Relevance
Retention
ROI

Our objectives

01
Benchmark your maturity
Establish an objective baseline across data, technology, processes, activation, measurement, governance, and adoption capabilities today.
02
Expose critical gaps
Reveal data gaps, disconnected workflows, underused features, and organizational barriers limiting performance and customer value.
03
Surface quick wins
Identify practical improvements that can quickly increase data usability, campaign efficiency, personalization, and insight quality.
04
Focus investment
Prioritize initiatives objectively by business impact, effort, dependency, risk, and readiness across teams and markets.
05
Align the organization
Build stakeholder alignment around clear ownership, investment choices, success measures, and an achievable transformation roadmap.

Succes Story

Challenges solved, results delivered
B2B Personas Strategy: Adecco Switzerland HR Engagement
Operating in a highly competitive environment with HR decision-makers who have complex expectations, Adecco Switzerland wanted to give more meaning and resonance to all of its B2B marketing activities.
The Eminence teams supported Adecco Switzerland in this process by deploying a three-step approach: research, structuring, and activation.
Our APPROACH

Our assessment gives leadership a shared, evidence-based view of CRM maturity and converts findings into sequenced decisions, accountable actions, and measurable priorities for customer growth and operational efficiency at scale.

1
Align objectives and scope
We align stakeholders on commercial goals, customer priorities, scope, markets, channels, constraints, and decisions requiring assessment evidence for confident action.
2
Map the CRM ecosystem
We map platforms, integrations, data flows, consent, processes, roles, and operating practices across all marketing, sales, service, and commerce teams.
3
Assess and score maturity
We score maturity against agreed criteria, combining documentation, system evidence, performance data, stakeholder interviews, and hands-on expert review of operations.
4
Identify value opportunities
We translate findings into strengths, risks, quick wins, capability gaps, and priority initiatives, with expected value and estimated delivery effort.
5
Build the action roadmap
We deliver a phased roadmap, recommendations, ownership model, KPI framework, and implementation support to move priorities into action with confidence.
Equipe Eminence

Our CRM maturity expertise

From an honest baseline to focused business progress

CRM maturity is not defined by the sophistication of your platform. It depends on how effectively data, technology, processes, governance, and people work together to create useful customer experiences and measurable commercial value.
Eminence brings strategic consultants, data specialists, CRM practitioners, and activation experts around one assessment. We challenge assumptions, validate evidence, and stay close to operational reality, so recommendations are ambitious enough to create value and practical enough to implement.

What is a CRM maturity assessment?

It is a structured evaluation of CRM capabilities, performance, governance, adoption, and readiness against defined criteria and current business objectives.
How long does a CRM maturity assessment take?
Most assessments take four to eight weeks, depending on scope, markets, platforms, data access, and stakeholder availability across your organization.
What will we receive at the end??
You receive a maturity scorecard, evidence-based findings, prioritized quick wins, strategic recommendations, ownership guidance, and a phased, actionable implementation roadmap.

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CRM ecosystem and data flows

We inventory CRM, CDP, marketing automation, commerce, analytics, service, and supporting platforms, then map how customer data moves between them. The review examines identifiers, integrations, consent, accessibility, duplication, latency, and ownership to reveal whether your ecosystem can produce a reliable customer view and support efficient activation across priority use cases.

Data quality, governance, and operating model

We assess data completeness, accuracy, standardization, stewardship, access, and compliance, alongside the processes and roles that sustain them. This shows whether governance enables confident decisions or creates operational bottlenecks, and clarifies the accountabilities, controls, and working practices required to improve trust, speed, collaboration, and scalability across markets, functions, and teams.

Segmentation and lifecycle maturity

We evaluate how audiences are defined, refreshed, activated, and measured across acquisition, conversion, retention, loyalty, and reactivation. Our review tests whether segments reflect meaningful behaviours and value, whether lifecycle stages trigger relevant treatment, and where improved customer insight can strengthen targeting, personalization, retention, and commercial performance across every priority market.

Automation, personalization, and orchestration

We review automated journeys, triggers, decision rules, content variation, frequency controls, channel coordination, and exception handling. This identifies manual dependencies, duplicated communications, missed moments, and weak personalization, then defines priority use cases that can improve relevance, responsiveness, customer experience, and team efficiency without adding unnecessary complexity as your needs evolve.

Measurement, dashboards, and KPI governance

We examine KPI definitions, dashboard coverage, attribution logic, testing practices, data availability, and reporting ownership. The assessment determines whether teams can connect CRM activity to customer and commercial outcomes, compare performance consistently, learn from campaigns, and make timely decisions using trusted measures that leadership and operational teams understand and trust.

Roadmap, prioritization, and team adoption

We convert assessment findings into a sequenced roadmap balancing impact, effort, dependencies, risk, and organizational readiness. Each initiative receives a rationale, recommended owner, timing, capability needs, and success measures. Eminence can then support business cases, implementation, change management, training, and optimization so agreed priorities translate into sustained operational progress together.