ERP Integration Readiness Check
Is Your ERP Ready for a HubSpot Integration?
Answer 25 quick questions about your systems, data, and team. Get a readiness score, a section-by-section breakdown, and a named list of what’s standing in the way.
- 25 questions
- 6 sections
- About 10 minutes
- Results instantly
What You Get
A Clear Read on Where You Stand
Your Readiness Score
One number that tells you where you stand right now: ready to scope, mostly there, significant gaps, or start with the basics.
Section-by-Section Breakdown
Six areas scored separately, so you can see exactly which one is slowing everything else down.
A Named List of What’s in the Way
Specific gaps like missing API access, data that lives in three places, or a system no one’s documented since the last ERP upgrade. Plus the open questions to answer before anyone can price the work.
ERP Integration Readiness Check
Why This Matters
Your ERP Was Never Built to Be Your CRM
Most industrial and construction firms are running their ERP as their CRM anyway. The cost shows up later, usually mid-integration.
of construction firms said their ERP doubles as their default system for managing customer and prospect relationships, more than any other category, including dedicated CRMs.
of these firms also spend more than 10 hours a week on manual data entry.
This check catches that early. It tells you which systems are ready to connect, which need cleanup first, and whether your team has the access and time to see it through.
Source: Evenbound’s 2026 research with HubSpot and Datalily
FAQ
Frequently Asked Questions
How long does the ERP Integration Readiness Check take?+
About 10 minutes. It’s 25 questions across six sections.
What happens to my answers after I submit them?+
Your answers generate your score and breakdown immediately. Evenbound reviews submissions to prepare for any follow-up conversation, but nothing is shared outside that process.
Do I need IT or an engineer in the room to answer the questions?+
Not to start. Several questions are about who has access and who owns which system, so you may need to confirm a few answers with your IT or operations team before you finish.
What if my readiness score comes back low?+
That’s useful information, not a bad grade. A low score means you now know which section to fix first (system access, data cleanup, or team timing) before you spend money scoping an integration you aren’t ready for yet.