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CRM Assessment Form
TELL US ABOUT YOUR BUSINESS NEEDS
We have 15 years experience with CRM Software, Processes and Methods.  If you are unsure of the best approach for your business then take a few minutes to complete and submit the form below. We will review your responses and give you our advice FREE!
   
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    CRM Software User
 
CONTACT INFORMATION
Fields with * are required.
First Name:
*
Last Name:
*
Your Position/Title:
*
Your Company Name:
*
Phone Number:
*
Email Address:
*
Website Address:
 
CURRENT SOFTWARE DETAILS
Do you use software to track client details?
Yes No
What is the name of the software?
   
CORPORATE BUSINESS PROFILE
In business since:
(enter year)
Number of offices or locations:
Number of sales staff:
Number of employees:
Business Structure:
Business Sector:
Present Business Phase:
Which situation most applies to your business today?
Briefly describe your key products and/or services:
Check the departments who will be using the CRM system within your organization:
Administration Marketing Sales
Customer Service Accounting Shipping
If other departments, then specify
it here:
What is the driving need  for CRM software?
(check all that apply)
Reduce Cost of Sales  
Improve Customer Service  
Improve Sales Management  
Improve Marketing Efforts
Increase Operational Efficiencies
Gain Control over Customer Information
Global Competitive Forces & Market Shrinkage
List 5 key features that are most important in a Client  and Information Management system:
(list in order of priority)
1.  (most important feature)  
2.  
3.  
4.  
5.  (least important feature)  
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