SWRC Polling CRM Survey Question Title * 1. What type of service does your firm provide? Architecture Engineering Construction Project Management Consulting Other Enter Question Title * 2. What employee size is your firm? 1-25 26-50 51-100 101-250 251-500 501+ Enter Question Title * 3. What is your role in the company? Accounting Administration Business Development C-Suite Marketing Technical Enter 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 Enter 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 Enter 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 Enter Question Title * 7. Does your company utilize your CRM? If no, why not? If yes, what features do you use most? Enter Question Title * 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 Enter Question Title * 9. Is your CRM system customized for your business? Yes No Wish it was Enter Question Title * 10. Did you have a clear step-by-step process for implementation? Yes No Enter 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 Enter Question Title * 12. Do you provide users ongoing training on a regular basis? If yes, how often? If no, why not? Enter 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 Enter 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 Enter Question Title * 15. What would you recommend to others before they implement a CRM? Share any lessons learned. Enter Question Title * 16. What is your biggest CRM pain point? (complexity, size of data, etc.) Enter Question Title * 17. If you could ask a CRM expert one (or many) questions what would you ask? Enter DONE