Is your CRM system supporting or suppressing you?

Contact and customer relationship management survey. This relates to a systematic approach to acquiring, growing and retaining profitable customers.

Help us better understand your current situation, challenges and opportunities along with your desired improved future. This will help in providing a much more valuable conversation when we next talk.

Please respond to the following questions. Your detailed and complete feedback is strongly encouraged.

Question Title

* 1. What is your role in the business (example: IT Manager, Customer Service, Sales Management) ?

Question Title

* 2. What are your primary responsibilities (up to 3) at the business?

Lead Generation (marketing/business development mgr)

Lead Qualification (lead ranking/lead scoring)

Quoting/Proposal Generation

Customer account management

Inside Sales

Outside Sales

Selling support (technical rep./engineer)

Sales Management

Customer service/support rep.

Administration (other)

Executive Management

Information Technology

Other (please specify)