Do you currently have a CRM System in place? Do you currently have a CRM System in place? Yes No

Are you currently considering implementing a CRM system? Are you currently considering implementing a CRM system? Yes No

Do your competitors have a CRM system in place? Do your competitors have a CRM system in place? Yes No Not Sure

Do you have a design plan in place or in progress for a CRM system? Do you have a design plan in place or in progress for a CRM system? Yes No

What CRM systems have you reviewed/considered? What CRM systems have you reviewed/considered? Salesforce Hubspot Zoho Freshsales CRM Pipedrive MS Dynamics Something Else

Do you have a timeframe for implementation of a CRM system? Do you have a timeframe for implementation of a CRM system? Within 90 Days Within 180 Days Within 270 Days Within 1 Year

What are your driving factors for considering moving to a CRM system? What are your driving factors for considering moving to a CRM system? Consistent Customer Sales Processing Higher Deal Win to Loss Rates Organized Experience for Customers Easy Onboarding of New Sales Staff Measurable Sales Performance Forecast Accuracy of Revenue Sales Team Activity Management Improved Sales Coaching Improved Average Sales Cycles Become more Competitive Other Objectives

Do you have Stakeholder Advocacy for a CRM Strategy and Implementation? Do you have Stakeholder Advocacy for a CRM Strategy and Implementation? Yes No, but we are working on it Somewhat, but not fully Not sure

What CRM system are you currently using? What CRM system are you currently using? Salesforce Hubspot Zoho Freshsales CRM Pipedrive MS Dynamics Something Else

How long has your organization had the CRM system in place? How long has your organization had the CRM system in place? Less than a year 1 - 3 years Greater than 3 years

How many people use this CRM system? How many people use this CRM system? Less than 10 User Licenses 11 - 50 User Licenses 51 - 100 User Licenses 101 - 200 User Licenses Greater than 200 User Licenses

Do you have a defined and managed sales process that can be measured? Do you have a defined and managed sales process that can be measured? Yes No Not sure

What are your defined objectives to meet as a result of using your CRM system? What are your defined objectives to meet as a result of using your CRM system? Consistent Customer Sales Processing Higher Deal Win to Loss Rates Organized Experience for Customers Easy Onboarding of New Sales Staff Measurable Sales Performance Forecast Accuracy of Revenue Sales Team Activity Management Automation of Sales Processes Improved Sales Coaching Improved Average Sales Cycles Other Objectives

Do you have key performance metrics in place that get reported to leadership in your CRM system? Do you have key performance metrics in place that get reported to leadership in your CRM system? Yes No

What benefits are your prospects and customers receiving as a result of your organization using your CRM system? What benefits are your prospects and customers receiving as a result of your organization using your CRM system? Better Experience from us More Loyalty Deep Trust Improved Measurable Performance Something Different

What benefits has your leadership team received from using your CRM system? What benefits has your leadership team received from using your CRM system? New Insights Faster Decision Making Reliable Cash Flow Projections Reduced Employee Turnover Competitive Advantage Empowered Team Real-Time Accurate Reporting Increased Customer Retention Something Different

Do you have any concerns or performance issues related to your current CRM system? Do you have any concerns or performance issues related to your current CRM system? Yes No

Are your other systems integrated with your CRM system? Are your other systems integrated with your CRM system? Yes No Not Sure Not Applicable

Do you track your sales team's customer/prospect activity? Do you track your sales team's customer/prospect activity? Yes No Not Sure

What is your website’s purpose? What is your website’s purpose? Inform Customers and Potential Customers of Product/Service Deliver Expert Information into the Industry Lead Conversion E-Commerce Customer Portal Employee Portal Provide Downloads of Information Product/Service Pricing Other Purposes

Is your website traffic measured? Is your website traffic measured? Yes No

Do you outsource your website management? Do you outsource your website management? Yes No Not Sure

How often do you modify the information on your website? How often do you modify the information on your website? Never Annually Quarterly Monthly Weekly Daily As needed

Would you consider your website to be optimized for Google search? Would you consider your website to be optimized for Google search? Yes No Somewhat Not Sure

From where do you capture your prospects for your product/service? From where do you capture your prospects for your product/service? Website Social Media Email Campaigns Word of Mouth Referrals Newsletters Expert Articles, Blogs Professional Network Purchased Lists Industry Trade Publications Trade Shows Traditional Radio/TV Advertising Brochures Cold Calls Other Sources

Does your marketing team, outsourced or on-staff, provide your sales team with prospects/leads or is your sales team responsible for this role? Does your marketing team, outsourced or on-staff, provide your sales team with prospects/leads or is your sales team responsible for this role? Marketing Sales Both Other Methods

How would your sales team describe the quality and volume of prospects/leads that they work to convert to opportunities? How would your sales team describe the quality and volume of prospects/leads that they work to convert to opportunities? Just Right Complain Occasionally No Complaints We don't have this feedback Not Sure Not Relevant

What other systems do you have in place in your organization? What other systems do you have in place in your organization? Accounting Delivery Operations Inventory Payroll Custom Systems Website Marketing Other Systems

What accounting system do you use? What accounting system do you use? Oracle NetSuite FinancialForce Sage Intacct Epicor Financial Management Intuit Quickbooks Freshbooks MS Dynamics SAP We Outsource all Accounting Another Accounting Application

What systems are integrated with your accounting system? What systems are integrated with your accounting system? CRM Delivery Inventory Payroll Operations Marketing Website Custom Applications None Not Sure

What frustrations do you have related to real time reporting of your organization’s accounting information and financial performance? What frustrations do you have related to real time reporting of your organization’s accounting information and financial performance? Timely Reporting Accuracy in Reports Detailed Segment Reporting Historical Comparisons Actual to Budget Reporting Cash Flow Reporting None Not Sure

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