SWRC Polling - Currently Without a CRM

CRM 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+

Question Title

* 3. What is your role in the company?

Accounting

Administration

Business Development

C-Suite

Marketing

Technical

Question Title

* 4. If your firm purchased a CRM system, what functions would be the most important to you?

Business Development

Data Storage

Forecasting

Marketing

Opportunity/Pursuit Tracking

Personnel Information and Resume Production

Proposal Automation

Project Management

Reports and Analytics

Question Title

* 5. If your company implemented a CRM system, which group of personnel would use it?

Accounting

Administrative Staff

Business Development

C-Suite Leadership

Marketing

Technical Staff

Question Title

* 6. Is your company looking for a CRM system? If yes, what are the must-have features?

Question Title

* 7. What is keeping you from selecting or moving forward with a CRM system?

Cost of system

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

Lack of personnel resources to commit

Lack of time to commit

Overwhelmed with where to start

Question Title

* 8. Which CRM systems has your firm evaluated/investigated using?

Cosential

Deltek Ajera

Deltek Vision

HubSpot

In-house Proprietary System

Insightly

Microsoft Dynamics

Pipedrive

SalesForce

SugarCRM

Question Title

* 9. 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

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. If your firm purchased a CRM system, what functions would be the most important to you?

Question Title

* 5. If your company implemented a CRM system, which group of personnel would use it?

Question Title

* 6. Is your company looking for a CRM system? If yes, what are the must-have features?

Question Title

* 7. What is keeping you from selecting or moving forward with a CRM system?

Question Title

* 8. Which CRM systems has your firm evaluated/investigated using?

Question Title

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

Question Title

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