01
Data foundation
Assesses the quality, integrity, uniqueness, and availability of customer data.
Independent CRM advisory
CRM Ecosystem Health Assessment
Diagnose your CRM ecosystem. Fix the foundation. Scale with AI.
Free self-assessment · No sales call required · Confidential results
Illustrative example · Report preview
CRM Ecosystem Health
Overall maturity
3.2/ 4.0
StandardizedData foundation78%
Customer lifecycle71%
Governance64%
Technology82%
AI readiness
AI capable
Priority
Data governance
A vendor-neutral framework built by CRM and customer experience specialists.
- Vendor-neutral
- Senior-led
- Confidential by design
Masterclass · Jesús Hoyos
A direct walkthrough of the framework
See how the seven dimensions, maturity levels, and priorities connect to turn an assessment into an actionable plan.
- Scope
- 7 dimensions
- Maturity scale
- 4 levels
- Outcome
- Actionable priorities
How the assessment works
A guided flow to understand your context, measure CRM maturity, and prioritize concrete actions.
- 01
Tell us your context
We capture country, industry, company type, and business model to adapt the assessment.
- 02
Answer guided questions
The wizard presents questions based on the selected diagnosis and your organization context.
- 03
Get your CRM score
See global maturity, critical assessment areas, and artificial intelligence readiness.
- 04
Prioritize next steps
Get risks, quick wins, and recommendations to improve your CRM ecosystem.
Assessment framework
A CRM assessment adapted to your context
Seven connected perspectives reveal where the CRM ecosystem is strong, fragmented, or ready to scale.
07connected dimensions
02
Relationship cycle
Reviews journeys, stages, handoffs, friction, and metrics across the customer lifecycle.
03
Functional domains
Analyzes operational alignment across Marketing, Sales, Service, and Customer Success.
04
Governance, CoE, and PMO
Identifies ownership, prioritization, adoption, roadmaps, and continuous improvement.
05
Technology stack
Assesses integrations, costs, technical debt, and overlap across platforms.
06
Context, semantics, and ontology
Checks whether the organization shares taxonomies, definitions, and business meaning.
07
AI readiness
Measures the data, processes, governance, use cases, and metrics required for rigorous AI adoption.
01 — 04
Maturity levels
01
Reactive
Manual, uncontrolled, isolated tools.
02
Basic
Processes exist, but they are inconsistent and dependent on key people.
03
Standardized
There is structure, governance, metrics, and documented processes.
04
Optimized
Integrated, continuously improving, and ready for AI and agents.
Jesús Hoyos
CRM Coach
& Mentor
Who we are
Solvis Consulting is a consulting firm with 20+ years of experience across LATAM and the US, specialized in designing vendor-independent, multi-platform ecosystems.
CX2 Advisory is the coaching and advisory arm led by Jesús Hoyos, an independent analyst recognized in the CRM and Customer Experience industry.
How we can help
01
Deep Assessment
A rigorous baseline of maturity, operating gaps, and priorities.
02
Advisory & Coaching
Executive guidance to turn findings into decisions and momentum.
03
Implementation
Practical execution support across process, data, and technology.
04
CoE/PMO Setup
A durable operating model for governance, adoption, and continuous improvement.
Your next decision