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INVITATION


¡¡


Hello:


I
am a doctoral student at the University of Rhode Island.


This
is a survey about Customer Relationship Management (CRM). Because of your
experience, your responses are vital for my research.


Please
spend a very small part of your busy day to answer these questions. Completing
the questionnaire should take about 15-20 minutes.


Your
identity will be kept completely confidential.


A
summary of the survey results will be available to you if you so indicate at the
end of the survey.


Please
note that the participation is voluntary. If you have any questions or comments,
please feel free to contact Jounghae Bang (Ms. Kris) 
([email protected])
or my research supervisor Dr. Nik
Dholakia ([email protected]).


Thank
you!!


Jounghae Bang

Ph.D Candidate, Marketing

University of Rhode Island


¡¡






 
 







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INFORMED CONSENT FORM




The University of Rhode Island

College of Business Administration




7 Lippit
Road, Ballentine Hall




University
of Rhode Island




Kinston, RI
02881




 


Title: Understanding CRM: Exploring the
implications of CRM Fit, Market Orientation and Market Knowledge Competence


PRINT OUT AND
KEEP THIS FORM FOR YOURSELF


Dear Manager:


You have been asked to take part in the research project
described below.  If you have any
questions, please feel free to contact Jounghae
Bang (Kris)
by phone at (401) 874-7563 or her research
supervisor Nik Dholakia by phone at
(401) 874 -
4172
, the people mainly responsible for this study.


This purpose of this research is to identify critical success factors of CRM practice. Your participation
in this exercise is voluntary, and involves answering this questionnaire
designed to assess the CRM system fit,
market orientation and market knowledge competence of your organization
.
Your identity as a participant in this study will be kept confidential. The
survey questionnaire is on the Web.
Completing the questionnaire should
take you approximately 20 minutes.


 YOU MUST BE AT LEAST 18 YEARS OLD to be in this research
project.


If you decide to take part in this study, your
participation will involve filling out a questionnaire pertaining to CRM
systems, market orientation, market knowledge competence of your organization.


There are no risks
and t
he possible discomforts of the study are minimal.
You will not receive any disadvantage from answering the questions and from
the result of this research.   


Although there may be no direct benefits of the study, your answers will help
expand our knowledge of CRM and its
success factors. If you want the result, you can give us your contact
information and the request. Upon the request, the result will be sent.


Your part in this study is confidential. 
That means that your answers to all questions are private. 
Scientific reports will be based on group data and will not identify you
or any individual as being in this project. A unique identification number will
help us track your response for the
encouragement of the participation and the
potential follow up study.


The decision to participate in this research project is
up to you
.  You do not have to
participate and you can refuse to answer any question.


Participation in this study is not expected to be
harmful or injurious to you
.  However,
if this study causes you any injury, you should write or call Jounghae
Bang (Kris)
or her research
supervisor Nik Dholakia at the
University of Rhode Island at (401) 874-2337.


If you have any more questions
or concerns about this study, you may contact


University of Rhode Island's Vice Provost for Graduate
Studies, Research and Outreach, 70 Lower College Road, Suite 2, URI, Kingston,
RI, (401) 874-4328.


You are at least 18 years old.  You have read the consent form and your questions have been
answered to your satisfaction.  Your
filling out the survey implies your consent to participate in this study.


 


Thank you,  

Jounghae Bang (Kris)

Doctoral Candidate






 
 






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To what extent do you agree or disagree with the following statements
using the 7-point scale below:






Strongly Agree Neutral Strongly Disagree Not applicable
We have a formal system for identifying potential customers
We have a formal system for identifying which of the potential customers are more valuable
We use data from external sources for identifying potential high value customers
We have a formal system in place that facilitates the continuous evaluation of prospects.
We have a system in place to determine the cost of re-establishing a relationship with a lost customer
We have a systematic process for assessing the value of past customers with whom we no longer have a relationship
We have a system for determining the cost of re-establishing a relationship with inactive customer.
 
 
 
Strongly Agree Neutral Strongly Disagree Not applicable
We make attempts to attract prospects in order to coordinate messages across media channels
We have a formal system in place that differentiates targeting of our communications based on the prospects value
We systematically present different offers to prospects based on their value
We differentiate our customer acquisition investments based on customer value
 
 
 
Strongly Agree Neutral Strongly Disagree Not applicable
We have a systematic process/approach to re-establish relationships with valuable customers who have been lost to competitors.
We have a system in place to be able to interact with lost customers
We have a systematic process for re-establishing a relationship with valued inactive customers
We have developed a system for interacting with inactive customers
 
 

Strongly Agree Neutral Strongly Disagree Not applicable
We have a formal system for determining which of our current customers are of the highest value
We continuously track customer information in order to assess customer value
We actively attempt to determine the costs of retaining customers.
We track the status of the relationship during the entire customer life cycle (relationship maturity)
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
We maintain an interactive two-way communication with our customers
We actively stress customer loyalty or retention programs
We integrate customer information across customer contact points (mail, telephone, web, fax, face-to-face,etc.)
We are structured to optimally respond to groups of customers with different values
We systematically attempt to customize products/services based on the value of the customer
We systematically attempt to manage the expectations of high value customers
We attempt to build long-term relationships with our high-value customers
 
 

Strongly Agree Neutral Strongly Disagree Not applicable
We have formalized procedures for cross-selling to valuable customers
We have formalized procedures for up-selling to valuable customers
We try to systematically extend our "share of customer" with high-value customers
We have systematic approaches to mature relationships with high-value customers in order to be able to cross-sell or up-sell
We provide individualized incentives for valuable customers if they intensify their business with us
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
We systematically track referrals
We try to actively manage the customer referral process
We provide current customers with incentives for acquiring new potential customers
We offer different incentives for referral generation based on the value of acquired customers
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
We have a formal system for identifying non-profitable or lower value customers
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
We have a formal policy or procedure for actively discontinuing relationships with low value or problem customers (e.g. canceling customer accounts)
We try to passively discontinue relationships with low value or problem customers (e.g. raising basic service fees)
We offer disincentives to low-value customers for terminating their relationships (e.g. offering poorer service).
 
 
 
Any comment on previous questions
   
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
identify potential customers.
identify which of the potential customers are more valuable.
use data from external sources for identifying potential high value customers.
facilitate the continuous evaluation of prospects.
determine the cost of re-establishing a relationship with a lost customer.
assess the value of past customers with whom we no longer have a relationship.
determine the cost of re-activating a relationship with inactive customer.
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
make attempts to attract prospects in order to coordinate messages across media channels
differentiate targeting of our communications based on the prospects¡¯ value
systematically present different offers to prospects based on their value
differentiate our customer acquisition investments based on customer value
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
reestablish relationships with valuable customers who have been lost to competitors.
interact with lost customers
reactivate a relationship with valued inactive customers
interact with inactive customers
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
determine which of our current customers are of the highest value
continuously track customer information in order to assess customer value
us actively attempt to determine the costs of retaining customers.
track the status of the relationship during the entire customer life cycle (relationship maturity)
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
maintain an interactive two-way communication with our customers
actively stress customer loyalty or retention programs
integrate customer information across customer contact points (mail, telephone, web, fax, face-to-face,etc.)
optimally respond to groups of customers with different values
customize products/services based on the value of the customer
systematically manage the expectations of high value customers
build long-term relationships with our high-value customers
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
in cross-selling to valuable customers
in up-selling to valuable customers
systematically extend our "share of customer" with high-value customers
build mature relationships with high-value customers in order to be able to cross-sell or up-sell
provide individualized incentives for valuable customers if they intensify their business with us
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
systematically track referrals
actively manage the customer referral process
provide current customers with incentives for acquiring new potential customers
offer different incentives for referral generation based on the value of acquired customers
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
identify non-profitable or low value customers
 
 






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INFORMATION SYSTEMS used by the business unit help us: 






Strongly Agree Neutral Strongly Disagree Not Applicable
actively discontinue relationships with low value or problem customers (e.g. canceling customer accounts)
passively discontinue relationships with low value or problem customers (e.g. raising basic service fees)
offer disincentives to low-value customers, inducing them to terminate their relationships (e.g. offering poorer service).
 
 
 
Any comment on previous questions?
   
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
We regularly meet customers to learn their current and potential needs
Our knowledge of customer needs is thorough
We regularly use research procedures, e.g. personal interview, focus groups, and surveys, to gather customer information
We systematically process and analyze customer information
Customer information is fully integrated in our services
We regularly use customers to test and evaluate our services
We fully understand our customers' business
We regularly study customers' operations
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
We regularly search and collect information about our competitors' products and strategies
We systematically analyze information about competitors
Information about competitors' products and services is fully integrated as a benchmark in our business
Our knowledge of our competitors' strengths and weaknesses is thorough
We regularly study our competitors' products and services
 
 

Strongly Agree Neutral Strongly Disagree Not Applicable
Marketing and R&D communicate regularly
Marketing and R&D regularly share information on customers
Marketing and R&D regularly share information about competitors¡¯ products and strategies.
Marketing and R&D fully cooperate in establishing new product and service development goals and priorities
Marketing and R&D fully cooperate in generating and screening new product ideas and testing concepts
Marketing and R&D fully cooperate in evaluating and refining new products and services
Marketing and R&D are inadequately represented on our product and service development team.
Marketing and R&D Technological knowledge and market knowledge are fully integrated
 
 
 
Any comment on previous questions?
   
 
 






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MANAGEMENT constantly communicates the importance of 






Strongly Agree Neutral Strongly Disagree Not Applicable
commitment to customers
creating customer value
understanding customer needs
after-sales service
 
 






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MANAGERS give personal input and leadership into  






Strongly Agree Neutral Strongly Disagree Not Applicable
Creating commitment to customers
Creating customer value
Understanding customer needs
Creating quality after-sales service
 
 






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MANAGEMENT provides excellent incentives and rewards at all levels
for






Strongly Agree Neutral Strongly Disagree Not Applicable
commitment to customers, not just productivity
creating customer value, not just productivity
understanding customer needs, not just productivity
quality after-sales service, not just productivity
 
 






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OUR ORGANIZATION noticeably celebrates  






Strongly Agree Neutral Strongly Disagree Not Applicable
excellence in commitment to customers
excellence in creating customer value
excellence in understanding customer needs
excellence in after-sales service
 
 






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MANAGEMENT  constantly communicates the importance of 






Strongly Agree Neutral Strongly Disagree Not Applicable
sharing competitor information
communicating competitors' strategies
responding rapidly to competitors' actions
 
 






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MANAGEMENT  shows that they care about  






Strongly Agree Neutral Strongly Disagree Not Applicable
sharing competitor information
communicating competitors' strategies
responding rapidly to competitors' actions
 
 






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MANAGEMENT  provides excellent incentives and rewards at all
levels for  






Strongly Agree Neutral Strongly Disagree Not Applicable
sharing competitor information, not just productivity
communicating competitors' strategies, not just productivity
responding rapidly to competitors' actions, not just productivity
 
 






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OUR ORGANIZATION  noticeably celebrates






Strongly Agree Neutral Strongly Disagree Not Applicable
excellence in sharing competitor information
excellence in communicating competitors' strategies
excellence in responding rapidly to competitors' actions
 
 






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MANAGEMENT  constantly communicates the importance of 






Strongly Agree Neutral Strongly Disagree Not Applicable
Interfunctional customer calls
Information shared across functions
Functional integration in strategy
All functions contributing to customer value
 
 






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MANAGERS give personal input and leadership into creating  






Strongly Agree Neutral Strongly Disagree Not Applicable
interfunctional customer calls
information shared across functions
functional integration in strategy
all functions contributing to customer value
 
 






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MANAGEMENT  provides excellent incentives and rewards at all
levels for  






Strongly Agree Neutral Strongly Disagree Not Applicable
interfunctional customer calls, not just productivity
Information shared across functions, not just productivity
Functional integration in strategy, not just productivity
All functions to contribute to customer value, not just productivity
 
 






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OUR ORGANIZATION  noticeably celebrates







Strongly Agree Neutral Strongly Disagree Not Applicable
excellence in terms of interfunctional customer calls
excellence in terms of information shared across functions
excellence in terms of functional integration in strategy
excellence in terms of all functions to contribute to customer value
 
 
 
Any comment on previous questions?
   
 
 






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RELATIVE TO COMPETITORS, over the last three business years, how
does your business unit perform concerning the following statements?
 






Much Better Comparable Much Worse Not Applicable
Achieving customer satisfaction
Providing customer benefit
Attaining desired market share
Attaining desired growth
Keeping existing customers
Attracting new customers
Building a positive image
 
 






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RELATIVE TO COMPETITORS, over the last three business years, how
does your business unit perform concerning the following statements?
 






Much Better Comparable Much Worse Not Applicable
Sales growth
Profitability
Market Share
Stock Price
 
 






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ON AVERAGE OVER THE LAST THREE BUSINESS YEARS, what was the
before-tax profit of your company as a percentage of sales?






 
 
negative (we made a loss)
 
0%-0.4%
 
0.5%-0.9%
 
1.0%-1.4%
 
1.5%-1.9%
 
2.0%-3.9%
 
4.0%-7.9%
 
8% or higher
 
 






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BACKGROUND INFORMATION



We respect your privacy. Your responses are confidential and no
individual information will be reported.









Your Gender
Female Male
 
 
Your age
   
 
 
Which country is your business unit located in?
 
 
Which industry is your business unit in
   
 

Your position (Job title)
 

Number of employees
 

Revenue
 
 
Number of years you have worked for this company
   
 
 
Number of years you have worked in your current position in this company
   
 
 
Age (in years) of your business unit
   
 
 
 
 
   
 
 






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To what extent do you agree with the following sentences:






Strongly Agree Neutral Strongly Disagree Not Applicable
I am knowledgeable about relationships with customers
I am knowledgeable about how information to manage those relationships is collected and processed
I am knowledgeable about how information systems is used to manage the information collected from customers
 
 
 
If you want to receive the aggregated result, please provide us your contact information below.
   
 
Please contact [email protected] or click here if you have any questions regarding this survey.
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