CRM/UX

Please tell us about your organization’s CRM/UX system.

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* 1. What version of CRM/UX does your organization currently use?

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* 2. When is your organization planning its next CRM/UX update?

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* 3. Where does your organization host its CRM/UX solution?

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* 4. Please tell us about the entities and features of CRM that are used by your organization. Check all that apply.

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Activities (tasks, emails, campaign responses)
Advertisement Manager
Chapter Manager
Committee Manager
Contracts
Event Manager (meetings, sessions, registrations)
Exhibit Manager (badges, booths, participants)
Fundraising Manager (contributions, pledges, recurring gifts)
History Store Manager
Product Sales Manager (product setup, shipping fulfillment, back orders)
Professional Development Manager (education history, certifications)
Membership Manager (membership settings, renewal billing)
Roster Manager
Speaker Facility Manager
Subscription Manager
Marketing Module (leads, marketing lists, quick campaigns)
Service Module (cases, goals)
Other (please describe in comments section)

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* 5. If you could change CRM/UX, what would you change? Think about where you hear the most complaints from either internal staff or external customers. (Please include your version of CRM in your comment.)

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