CRM Consulting and Implementation

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We've put together this questionnaire to help you give us the information we need to prepare an accurate proposal and quotation for you. If there are areas or questions you feel are not relevant to this project, please leave them blank. Please complete this questionnaire in as much detail as possible.

Step 1 of 6 - Contact Information

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Q1. Please provide a brief description of your company/organisation.*
Q 2. What are the types of products or services that your organisation provides?*
Q 3. Who are your prospective clients (or customers)? B2B or B2C?
Q 4. What are the key functional areas that you are looking to use the CRM software for? Please specify. (Example: Sales, Marketing or Customer Service etc)
Q 6. Estimated number of CRM users across all functional areas. Please specify. *
Q 6. Estimated number of CRM users across all functional areas. Please specify. *
Q 7. How would you rate the level of computer literacy among your front office (i.e staff in sales, marketing or customer service) staff?

Q 8. How many sales staff does your organisation currently employ?*
Q 9. Describe how your sales team hierarchy is structured?
Q 10. Are their any existing standard operating procedures or documented business processes that define your sales lifecycle?
Q 11. Where does your sales team perform their routine sales tasks? (On premise, Remote location or on the go etc)
Q 12. What are the current systems used to manage your sales activities? (Manual or Automated IT Systems)*
Q 13. For the functional areas of sales - what are the main activities you wish to serve using the CRM system? Please specify.

Q 14. How many marketing staff does your organisation currently employ?
Q 15. Describe your typical marketing methods. (Target Lists, Cold call follow ups, E-mails, Newsletters)

Q 16. How many customer support staff does your organisation currently employ?*
Q 17. Describe how your customer support team hierarchy is structured?
Q 18. For the functional area of customer support - what are the main activities you wish to serve using the CRM system? Please specify.
Q 19. What does a typical customer support life cycle look like?

Q 20. Is there anything else you would like to add that we have not asked?
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CRM Consulting and Implementation

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