SWRC Polling Survey

Question Title

* 1. What type of service does your firm provide?

Architecture

Engineering

Construction

Project Management

Consulting

Other

Question Title

* 2. What employee size is your firm?

1-25

26-50

51-100

101-250

251-500

501+

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* 3. What is your role in the company?

Accounting

Administration

Business Development

C-Suite

Marketing

Technical

Question Title

* 4. Which CRM system does your firm currently have/utilize?

Cosential

Deltek Ajera

Deltek Vision

Hubspot

In-house Proprietary System

Insightly

Microsoft Dynamics

Pipedrive

SugarCRM

SalesForce

Question Title

* 5. What functions do you use your CRM most for?

Business Development

Data Storage

Forecasting

Marketing

Opportunity/Pursuit Tracking

Personnel Information and Resume Production

Proposal Automation

Project Management

Reports and Analytics

None, we do not utilize our CRM

Question Title

* 6. Which group of personnel utilizes your CRM?

Accounting

Administrative Staff

Business Development

C-Suite Leadership

Marketing

Technical Staff

None, we do not utilize our CRM

Question Title

* 7. Does your company utilize your CRM? If no, why not? If yes, what features do you use most?

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* 8. Who is the CRM champion most responsible for its success?

No one is the champion or most responsible

Someone in accounting

Someone in marketing

Administrative staff member

Business developer

Question Title

* 9. Is your CRM system customized for your business?

Yes

Wish it was

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* 10. Did you have a clear step-by-step process for implementation?

Yes

Question Title

* 11. Did you have adequate training before, during and after implementation?

Yes before implementation

Yes during implementation

Yes after implementation

No training before implementation

No training during implementation

No training after implementation

Have never had adequate training

Question Title

* 12. Do you provide users ongoing training on a regular basis? If yes, how often? If no, why not?

Question Title

* 13. What were your biggest hurdles in implementing your CRM?

Amount of data

Cleaning/Scrubbing the data

Lack of buy-in from leadership, users and/or technical staff

Lack of guidance

Lack of personnel resources to commit

Lack of time to commit

Overwhelmed with where to start

No hurdles, we rocked it

Question Title

* 14. Do you currently have a defined/mapped BD process in place?

Yes and it's amazing!

Yes but it could be improved

Yea right / I wish but my company wouldn't use it

No but I would like to

SWRC Polling

CRM Survey

Question Title

* 1. What type of service does your firm provide?

Question Title

* 2. What employee size is your firm?

Question Title

* 3. What is your role in the company?

Question Title

* 4. Which CRM system does your firm currently have/utilize?

Question Title

* 5. What functions do you use your CRM most for?

Question Title

* 6. Which group of personnel utilizes your CRM?

Question Title

* 7. Does your company utilize your CRM? If no, why not? If yes, what features do you use most?

Question Title

* 8. Who is the CRM champion most responsible for its success?

Question Title

* 9. Is your CRM system customized for your business?

Question Title

* 10. Did you have a clear step-by-step process for implementation?

Question Title

* 11. Did you have adequate training before, during and after implementation?

Question Title

* 12. Do you provide users ongoing training on a regular basis? If yes, how often? If no, why not?

Question Title

* 13. What were your biggest hurdles in implementing your CRM?

Question Title

* 14. Do you currently have a defined/mapped BD process in place?

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* 15. What would you recommend to others before they implement a CRM? Share any lessons learned.

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* 16. What is your biggest CRM pain point? (complexity, size of data, etc.)

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* 17. If you could ask a CRM expert one (or many) questions what would you ask?