How clean is the data in your CRM today?

Scored 1-5 across: Messy, Patchy, Reasonable, Good, Excellent.

How reliable are the integrations between your CRM and everything around it?

Scored 1-5 across: Fragile, Workable, Stable, Robust, Best-in-class.

Can your teams act on data as it arrives — not hours or days later?

Scored 1-5 across: Batch-only, Mostly batch, Hybrid, Real-time, Streaming-native.

Do you have clear policies on who can access what, with audit trails?

Scored 1-5 across: Ad hoc, Starting, Documented, Audited, Zero-trust.

When you've rolled out new tech in the last 2 years, how well did it actually land?

Scored 1-5 across: Shelfware, Partial, Adopted, Embedded, Change-first culture.

If a new hire joined today, how much of what they need is documented?

Scored 1-5 across: In people's heads, Some docs, Decent, Good, Docs-first.

What does an AI maturity assessment actually measure?

Six dimensions that together predict whether an AI or Agentforce rollout will land: CRM data quality, integration ecosystem health, real-time processing, security and governance, change management track record, and knowledge/documentation. Each dimension is scored 1-5 with weights applied for data and governance.

Why do I need to assess AI maturity before buying Agentforce?

Because agentic AI inherits all of your existing data and process problems — and amplifies them. If your CRM data is messy, your integrations fragile, or your change management track record poor, Agentforce won't fix that; it will expose it publicly to customers. The assessment helps you spot the two or three gaps to close before you spend.

How long does the assessment take?

About two minutes. It's six questions, each with clear anchor descriptions so there's nothing to look up.

What's the difference between this and the Agentforce Readiness Assessment?

This assessment is broader — it measures foundational AI readiness across any AI investment. The Agentforce Readiness Assessment is a deeper, 10-question evaluation specifically tuned to whether your next Agentforce rollout will succeed. Use this one first; use the Agentforce one when Agentforce is the specific decision on the table.

Do I need to enter my email to get my results?

Only if you want the PDF. Your score and recommendations are shown on-screen without an email. We don't share your email.

6 questions · ~2 minutes · free · no login

Before you spend a cent on AI, answer one question honestly: Are we actually ready?

Six dimensions separate AI projects that land from the six- and seven-figure write-offs. Score your organisation in two minutes and get a CFO-ready PDF with the two or three moves that matter most for your score.

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01

Your score out of 30

A weighted view across the six dimensions that decide whether an enterprise AI programme lands or stalls.

02

Two or three priority moves

Calibrated to your weakest dimensions, with a rough budget and time range for each.

03

A PDF you can forward

Six-page summary ready for your CIO, CFO or transformation sponsor. Instant download.

Dimension 1 of 6

Question

Help text

Choose the description that most closely matches your organisation today.

Step 7 of 7

Quick review before we score it

Here's what you told us. Tap Edit on any row to adjust before calculating.

Your result

Here's where your organisation sits today

Maturity score

—/ 30

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Dimensional breakdown

Your top 3 moves

Get your AI maturity report

Drop your email and we'll generate your PDF, which downloads to your device. No list sharing.

Your score across all six AI-readiness dimensions
Benchmark vs. mid-market and enterprise peers
Priority gaps to close before your next AI investment
90-day recommended actions tailored to your score

How you compare

Methodology

Your score is the sum of your answers across six weighted dimensions. Data quality and security/governance count 1.25× because enterprise AI programmes fail on those first. Maximum score: 30. Last updated April 2026.

Questions people ask

How is this score different from a Salesforce readiness check?

This measures organisational readiness — data, governance, change capability, documentation — not vendor-specific product readiness. You can be ready for Salesforce Agentforce and still score low here if your data's a mess.

Is the data you collect stored anywhere?

We store your email to deliver your PDF and, if you opt in, send occasional insights. Your answers are stored anonymously to power the benchmark you see on your report. Nothing is ever shared or sold.

Can I share my report with my team?

Absolutely — that's the point. The PDF is designed for a CIO/CFO/transformation sponsor. Forward away.

What if we score badly?

Good. That's cheaper to discover here than on slide 17 of a steering committee deck. Your top three moves and budget/time ranges are there to help you plan the foundation work.

Before you spend a cent on AI, answer one question honestly: Are we actually ready?

Question

Quick review before we score it

Here's where your organisation sits today

Dimensional breakdown

Your top 3 moves

Get your AI maturity report

Your PDF is ready ✓

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How you compare

Methodology

Questions people ask

Before you spend a cent on AI, answer one question honestly: Are we actually ready?

Question

Quick review before we score it

Here's where your organisation sits today

Dimensional breakdown

Your top 3 moves

Get your AI maturity report

Your PDF is ready ✓

Want someone to read this with you?

How you compare

Methodology

Your next move

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