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CRM Needs Assessment


Thanks for taking time to complete this Customer Relationship Management software needs assessment. At the end of this brief survey, we can identify exactly which vendors will be the best fit for your unique needs and budget.
 
 
 
* What tools and/or software are you using to manage your contacts? (Select all that apply)
 
CRM
 
Manual methods
 
Custom CRM
 
Excel/Access Database 
 
Email
 
Other

 
 
 
* What has you shopping? (Select all that apply)
 
Unhappy with current CRM
 
Need a CRM for the first time
 
Want to be more organized
 
Want the system to assist with growth
 
Want to be more efficient
 
Other

 
 
 
* Which key features are you looking for? (Select all that apply)
 
Sales Automation (Track contact information, manage leads, schedule follow-ups, and make notes of conversations)
 
Knowledge management (Used to collect and provide product information. Essentially online FAQs)
 
Social CRM (Help manage social media channels to see if people are talking about your company)
 
Channel Management (Manage partner relationships and enable channel partners to sell more effectively  
 
Customer Service & Support (for external facing customers/clients. Create trouble tickets and routing them to the appropriate person/department)
 
Live Chat (Let's customers and business chat in real- time on the company's website)
 
Web Self-Service (Ability to access information online and submit a trouble ticket without speaking with someone)
 
Other

 
If you'd prefer to do this assessment over the phone, call us for a free FastStart Consultation: (844) 675-2849