Help Us Understand Your CRM Needs Question Title * 1. Company Name (Required.) Question Title * 2. Job Title (Required.) Question Title * 3. My company could benefit the most from: (Rank in order, 1 = Most Beneficial; 6 = Least Beneficial) (Required.) 1 2 3 4 5 6 Better sales pipeline analytics and performance metrics (forecasting) 1 2 3 4 5 6 Better marketing campaign performance linked to revenue contribution 1 2 3 4 5 6 Automated workflows and notifications to improve productivity 1 2 3 4 5 6 Designed and documented sales processes 1 2 3 4 5 6 Training and reinforcement 1 2 3 4 5 6 Cleaner data Question Title * 4. The top characteristics of a well-designed CRM should be: (Rank in order, 1 = Most Important; 5 = Least Important) 1 2 3 4 5 Get all teams on the same collaboration platform 1 2 3 4 5 Automate much of our manual work to decrease errors 1 2 3 4 5 Hold people accountable 1 2 3 4 5 Provide insightful and meaningful analytics 1 2 3 4 5 Single source of truth Question Title * 5. When launching new sales / marketing initiatives, my company typically: (Required.) Develops detailed plans and processes first Likes to keep things simple Likes to jump in and work through things as we go Question Title * 6. Which tools are you currently using for sales and pipeline management: (Required.) Salesforce SAP, SAP CRM Microsoft Dynamics Sage CRM CRMfusion SugarCRM Saleslogix CRM Zoho CRM Netsuite CRM Microsoft Office (Word, Excel, Access, Project, etc.) Other (please specify) Question Title * 7. Which marketing / email automation tools is your team currently using? (Required.) ExactTarget (Salesforce Marketing Cloud) Pardot Marketo Act-On Hubspot Silverpop Eloqua MailChimp Other (please specify) Question Title * 8. Which tools are you using to manage and bill your clients (CRM)? (Required.) Salesforce SAP, SAP CRM Microsoft Dynamics Sage CRM CRMfusion SugarCRM Saleslogix CRM Zoho CRM Netsuite CRM Microsoft Office (Word, Excel, Access, Project, etc.) Other (please specify) Question Title * 9. If I could fix one consistent issue the team faces, it would be: (Required.) Better sales analytics and forecasting Better marketing campaign performance metrics Better sales opportunity tracking Better sales process organization Better lead management Better automation and workflows Better technical system set-up Better team collaboration Better training and documentation Better sales and marketing teamwork Additional Comments: Question Title * 10. In a perfect world, I'd love to have the following reports / analytics to show my team and superiors: (Required.) Industry trends Sales activity tracking (e.g. calls, emails, meetings) Computer information Products / Services forecasting Marketing campaign ROI Pipeline details Product compatibility Additional Comments: Question Title * 11. True or False: My sales team relies heavily on mobile device communications for work purposes. (Required.) True False Question Title * 12. True or False: There is tight alignment and shared goals between our sales and marketing team. (Required.) True Somewhat true False Question Title * 13. A challenge we face as a sales team is: (Required.) Question Title * 14. A challenge we face as a marketing team is: (Required.) Done
