IT Managers from all industries Cloud-based Applications Zoom Session - redd Question Title * 1. Please provide the following information so that we may contact you: Name City/Town State/Province ZIP/Postal Code Company Work For Email Address Phone Number Question Title * 2. What are the main types of cloud-based software applications being used at your business or organization at present? Select all that apply.... ❑ Videoconferencing (e.g., Zoom) ❑ File sharing (e.g., Box) ❑ Data streaming (e.g., Streamnative) ❑ Marketing automation platforms (e.g., HubSpot, Marketo) ❑ Collaboration, virtual workspace (e.g., Slack) ❑ Customer Relationship Management or CRM (e.g., Salesforce) ❑ Payment processing (e.g., Finix) ❑ App management (e.g., Heroku) ❑ Service Management software (e.g., ServiceNow) ❑ Content and threat management (e.g., Egnyte) ❑ Employee productivity (e.g., Slack) ❑ Customer insight (e.g., Civis Analytics) ❑ Business Intelligence (e.g., Tableau) ❑ Cloud monitoring (e.g., Datadog) ❑ E-commerce (e.g., Shopify) ❑ Unsure/Don’t know Question Title * 3. If you answered your company uses cloud-based applications.... Are you considered within your organization as a main decision maker when it comes to the evaluation and use of cloud-based CMS [i.e., the specific type(s) identified by potential interviewee on S1] software and services from external vendors that is used in areas such as sales, customer service, marketing automation, e-commerce, analytics, and/or application development? ❑ Yes, and we use cloud-based CMS in some or most of these areas ❑ Yes, and we use cloud-based CMS only in one of these areas ❑ I am the Decision Maker, we use CMS, but it is not cloud-based ❑ We use a home-grown CMS system (not from external vendors) ❑ No, but we use cloud-based CMS ❑ No, and we don’t use cloud-based CMS ❑ Unsure/Don’t know Question Title * 4. Which of the following best describes your title or role at the business or organization in which you work? ❑ IT Manager ❑ IT Director ❑ VP of IT or CIO ❑ Member of the IT staff (not managing others ❑ Head of Finance or CFO ❑ Head of Marketing or CMO ❑ Head of the Sales organization ❑ Head of Service & Support of the organization ❑ Non-IT executive, officer or partner, with IT oversight ❑ IT consultant or IT contractor ❑ Non-IT worker, executive, or staff member Other (please specify) Question Title * 5. How long have you been in the decision-making role for the evaluation and use of cloud-based CMS software and services (as identified in S1) from external vendors at your organization? ❑ Less than 6 months ❑ 6 months or more but less than 1 year ❑ 1 year or more but less than 5 years ❑ 5 years or more but less than 20 years ❑ 20 years or more ❑ Unsure/Don’t know Question Title * 6. What is the size of the business or organization in which you work in terms of the total number of employees in the USA? ❑ Fewer than 5 ❑ 5-10 ❑ 11-25 ❑ 26-45 ❑ 46-100 ❑ 101-200 ❑ 201-300 ❑ 301-500 ❑ 501-1000 ❑ 1001 or more ❑ Unsure/Don’t know Question Title * 7. Which of the following most closely describes your organization’s degree of growth (of revenues, or employee size in the USA, or operations) over the last two years? ❑ High growth (e.g., 15% or more, compared with 2 years ago) ❑ Moderate growth (e.g., up to 15%, compared with 2 years ago) ❑ Stayed about the same (e.g., up to +/-3%, compared with 2 years ago) ❑ Slight decline (e.g., up to 15%, compared with 2 years ago) ❑ Significant decline (e.g., more than 15%, compared with 2 years ago) ❑ Organization has been in operation for less than 2 years ❑ Unsure/Don’t know Question Title * 8. What is the current status of use of cloud-based CMS software and services from each of the following vendors at your organization? Deployed in last 12 months Used for more than a year Used in the last 5 years, not currently Used more than 5 years ago Considered & evaluated, not used Aware/Considered Not Aware/Not Considered Don't know Adobe (Experience) Adobe (Experience) Deployed in last 12 months Adobe (Experience) Used for more than a year Adobe (Experience) Used in the last 5 years, not currently Adobe (Experience) Used more than 5 years ago Adobe (Experience) Considered & evaluated, not used Adobe (Experience) Aware/Considered Adobe (Experience) Not Aware/Not Considered Adobe (Experience) Don't know Hubspot Hubspot Deployed in last 12 months Hubspot Used for more than a year Hubspot Used in the last 5 years, not currently Hubspot Used more than 5 years ago Hubspot Considered & evaluated, not used Hubspot Aware/Considered Hubspot Not Aware/Not Considered Hubspot Don't know Microsoft (Dynamics) Microsoft (Dynamics) Deployed in last 12 months Microsoft (Dynamics) Used for more than a year Microsoft (Dynamics) Used in the last 5 years, not currently Microsoft (Dynamics) Used more than 5 years ago Microsoft (Dynamics) Considered & evaluated, not used Microsoft (Dynamics) Aware/Considered Microsoft (Dynamics) Not Aware/Not Considered Microsoft (Dynamics) Don't know Netsuite (Oracle) Netsuite (Oracle) Deployed in last 12 months Netsuite (Oracle) Used for more than a year Netsuite (Oracle) Used in the last 5 years, not currently Netsuite (Oracle) Used more than 5 years ago Netsuite (Oracle) Considered & evaluated, not used Netsuite (Oracle) Aware/Considered Netsuite (Oracle) Not Aware/Not Considered Netsuite (Oracle) Don't know Salesforce Salesforce Deployed in last 12 months Salesforce Used for more than a year Salesforce Used in the last 5 years, not currently Salesforce Used more than 5 years ago Salesforce Considered & evaluated, not used Salesforce Aware/Considered Salesforce Not Aware/Not Considered Salesforce Don't know ServiceNow ServiceNow Deployed in last 12 months ServiceNow Used for more than a year ServiceNow Used in the last 5 years, not currently ServiceNow Used more than 5 years ago ServiceNow Considered & evaluated, not used ServiceNow Aware/Considered ServiceNow Not Aware/Not Considered ServiceNow Don't know Shopify Shopify Deployed in last 12 months Shopify Used for more than a year Shopify Used in the last 5 years, not currently Shopify Used more than 5 years ago Shopify Considered & evaluated, not used Shopify Aware/Considered Shopify Not Aware/Not Considered Shopify Don't know Snowflake Snowflake Deployed in last 12 months Snowflake Used for more than a year Snowflake Used in the last 5 years, not currently Snowflake Used more than 5 years ago Snowflake Considered & evaluated, not used Snowflake Aware/Considered Snowflake Not Aware/Not Considered Snowflake Don't know SugarCRM SugarCRM Deployed in last 12 months SugarCRM Used for more than a year SugarCRM Used in the last 5 years, not currently SugarCRM Used more than 5 years ago SugarCRM Considered & evaluated, not used SugarCRM Aware/Considered SugarCRM Not Aware/Not Considered SugarCRM Don't know Zendesk Zendesk Deployed in last 12 months Zendesk Used for more than a year Zendesk Used in the last 5 years, not currently Zendesk Used more than 5 years ago Zendesk Considered & evaluated, not used Zendesk Aware/Considered Zendesk Not Aware/Not Considered Zendesk Don't know Zoho Zoho Deployed in last 12 months Zoho Used for more than a year Zoho Used in the last 5 years, not currently Zoho Used more than 5 years ago Zoho Considered & evaluated, not used Zoho Aware/Considered Zoho Not Aware/Not Considered Zoho Don't know From partner (e.g., SI*) From partner (e.g., SI*) Deployed in last 12 months From partner (e.g., SI*) Used for more than a year From partner (e.g., SI*) Used in the last 5 years, not currently From partner (e.g., SI*) Used more than 5 years ago From partner (e.g., SI*) Considered & evaluated, not used From partner (e.g., SI*) Aware/Considered From partner (e.g., SI*) Not Aware/Not Considered From partner (e.g., SI*) Don't know Internally developed Internally developed Deployed in last 12 months Internally developed Used for more than a year Internally developed Used in the last 5 years, not currently Internally developed Used more than 5 years ago Internally developed Considered & evaluated, not used Internally developed Aware/Considered Internally developed Not Aware/Not Considered Internally developed Don't know Other (please specify) Question Title * 9. How involved are you with the following aspects of evaluation and purchase of cloud-based CMS software and services (as identified in S1) at your company or organization? For each aspect use a scale of 1 to 5, where “5” means “Extremely involved (i.e., the “point person” for this aspect), “4” means “Very involved”, “3” means “Somewhat involved, “2” means “A little involved”, and “1” means “Not involved at all”. 1-Not involved at all 2-A little involved 3-Somewhat involved 4-Very involved 5-Extremely involved a. Monitor CMS vendor performance and metrics a. Monitor CMS vendor performance and metrics 1-Not involved at all a. Monitor CMS vendor performance and metrics 2-A little involved a. Monitor CMS vendor performance and metrics 3-Somewhat involved a. Monitor CMS vendor performance and metrics 4-Very involved a. Monitor CMS vendor performance and metrics 5-Extremely involved b. Receive feedback from users on how the CMS application is operating b. Receive feedback from users on how the CMS application is operating 1-Not involved at all b. Receive feedback from users on how the CMS application is operating 2-A little involved b. Receive feedback from users on how the CMS application is operating 3-Somewhat involved b. Receive feedback from users on how the CMS application is operating 4-Very involved b. Receive feedback from users on how the CMS application is operating 5-Extremely involved c. Use the CMS system on a regular basis c. Use the CMS system on a regular basis 1-Not involved at all c. Use the CMS system on a regular basis 2-A little involved c. Use the CMS system on a regular basis 3-Somewhat involved c. Use the CMS system on a regular basis 4-Very involved c. Use the CMS system on a regular basis 5-Extremely involved d. Work with the vendor when there are issues with the CMS system toward resolution d. Work with the vendor when there are issues with the CMS system toward resolution 1-Not involved at all d. Work with the vendor when there are issues with the CMS system toward resolution 2-A little involved d. Work with the vendor when there are issues with the CMS system toward resolution 3-Somewhat involved d. Work with the vendor when there are issues with the CMS system toward resolution 4-Very involved d. Work with the vendor when there are issues with the CMS system toward resolution 5-Extremely involved e. Determine whether to stop using a particular CMS system in favor of finding another e. Determine whether to stop using a particular CMS system in favor of finding another 1-Not involved at all e. Determine whether to stop using a particular CMS system in favor of finding another 2-A little involved e. Determine whether to stop using a particular CMS system in favor of finding another 3-Somewhat involved e. Determine whether to stop using a particular CMS system in favor of finding another 4-Very involved e. Determine whether to stop using a particular CMS system in favor of finding another 5-Extremely involved Question Title * 10. How extensive is the use – or planned use if currently in deployment phase – of cloud-based CMS software in each of the following areas at your organization’s corresponding department? Please indicate on a scale of 1-5 for each area, as shown below. Main driver of all activities Supporting driver of all activities Occasional driver of activities Infrequent driver of activities Not used Sales (CRM) Sales (CRM) Main driver of all activities Sales (CRM) Supporting driver of all activities Sales (CRM) Occasional driver of activities Sales (CRM) Infrequent driver of activities Sales (CRM) Not used Customer service (Service Management) Customer service (Service Management) Main driver of all activities Customer service (Service Management) Supporting driver of all activities Customer service (Service Management) Occasional driver of activities Customer service (Service Management) Infrequent driver of activities Customer service (Service Management) Not used Marketing automation Marketing automation Main driver of all activities Marketing automation Supporting driver of all activities Marketing automation Occasional driver of activities Marketing automation Infrequent driver of activities Marketing automation Not used E-commerce E-commerce Main driver of all activities E-commerce Supporting driver of all activities E-commerce Occasional driver of activities E-commerce Infrequent driver of activities E-commerce Not used Application development Application development Main driver of all activities Application development Supporting driver of all activities Application development Occasional driver of activities Application development Infrequent driver of activities Application development Not used Business intelligence Business intelligence Main driver of all activities Business intelligence Supporting driver of all activities Business intelligence Occasional driver of activities Business intelligence Infrequent driver of activities Business intelligence Not used Employee productivity Employee productivity Main driver of all activities Employee productivity Supporting driver of all activities Employee productivity Occasional driver of activities Employee productivity Infrequent driver of activities Employee productivity Not used Question Title * 11. What is your organization’s annual spending on cloud-based CMS software and services? ❑ Less than $1,000 ❑ $1,000-4,999 ❑ $5,000-9,999 ❑ $10,000-19,999 ❑ $20,000-49,999 ❑ $50,000-99,999 ❑ $100,000-199,999 ❑ $200,000-499,999 ❑ $500,000 or more ❑ Unsure/Don’t know Question Title * 12. What are the most important features you look for in a cloud-based CMS for your company or organization? Please provide as much detail as possible. Question Title * 13. What is the primary area of activity of your business or organization? ❑ ITSW: IT-related (Software Services – e.g., ISV) ❑ ITHW: IT-related (Hardware Services – e.g., systems integrator, VAR, etc.) ❑ ITCL: IT-related (Cloud/Hosting Services) ❑ FINC: Finance and Banking ❑ INSR: Insurance ❑ LEGL: Legal services ❑ ACCT: Accounting ❑ PRMK: Public relations, advertising, marketing, market research ❑ PROF: Other professional services ❑ MEDC: Healthcare-related with beds (e.g., hospitals, clinics, etc.) ❑ MEDO: Healthcare-related without beds (e.g., doctors’ offices) ❑ PHRM: Pharmaceutical and bio/medical manufacturing ❑ MFRG: Manufacturing, except for pharma or bio/medical-related ❑ AUTO: Automotive-related manufacturing, distribution, services ❑ ENGY: Energy production, distribution, utilities ❑ NATR: Natural resources (mining, agriculture, etc.) ❑ WHDR: Wholesale of durable goods (auto, lumber, electrical, hardware, etc.) ❑ WHND: Wholesale of non-durable goods (grocery, chemicals, etc.) ❑ RETL: Retail stores (any kind) ❑ TELC: Telecommunication-related utility or provider ❑ ENTM: Media and entertainment ❑ ENGR: Engineering and architects ❑ CSTR: Construction ❑ REAL: Real Estate ❑ REST: Lodging, Eating & Drinking places ❑ TRSP: Transportation ❑ OTHR: Other services (travel, cleaning, personal, social, etc.) ❑ EDPU: Public or state-provided Education (K-12 and higher education) ❑ EDPR: Private Education (K-12 and higher education), Education services ❑ GVFD:Federal Government (and government services) ❑ GVSL: State and Local Government (and government services) ❑ NPRF: Other non-profit organizations (e.g., religious, cultural, etc.) ❑ Unsure/Don’t know Question Title * 14. Which age group do you belong to? ❑ Less than 21 ❑ 21-24 ❑ 25-34 ❑ 35-44 ❑ 45-54 ❑ 55-64 ❑ 65 or more Question Title * 15. Do you or any member of your immediate family currently work for one of the following? ❑ Adobe ❑ Hubspot ❑ Microsoft ❑ Netsuite/Oracle ❑ Salesforce ❑ ServiceNow ❑ Shopify ❑ Snowflake ❑ SugarCRM ❑ Zendesk ❑ Zoho None of the above Question Title * 16. What is the name and location of your company or organization, and website? LinkedIn is good to add, too.... Question Title * 17. Please confirm your name and title.... Next