Retirement DYNAMICS Lead Tracking System Survey
 

 
Is your lead tracking system misleading you? Are you missing out on well-timed opportunities to work with the leads you worked so hard to get?

If a sales person’s eyes and ears are the sensory system of successful sales, your lead tracking system is the memory.

Retirement DYNAMICS would love to know your thoughts about the good, bad and indifferent. Please share them by completing this short survey.

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1. Which lead tracking system are you using now?

2. How long have you been using that system?

3. What is the operational stage of your community?

4. Is your community free-standing or part of a multi-facility organization?

5. Who conducts the training for users of your system?

6. What do you like MOST about the system you use now? You may check more than one feature.

7. What do you like LEAST about the system you use now? You may check more than one feature.

8. What would you change about the system if you could?

9. If you were considering changing systems, what three factors would be most important to you?

10. If you are considering changing systems, what is stopping you?

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11. If you would like to receive a copy of the results of this survey, please provide your name and email address.

Thank you for sharing your thoughts. Please visit Retirement DYNAMICS on Facebook.