CRM software solutions

Evaluating CRM Needs

Needs Evaluation

Use this Assessment Form, if you currently do not use a CRM /Contact Management System.

(*Number of Questions: 10 ** Time Length: 5 minutes approx.)

Is your Customer information (in the form of Excel, Paper Forms, Word Documents, MS Outlook) currently dispersed all over?

Yes
No


Do you or your Sales Staff feel a need to store Customer Information on a Central Database System, where information can easily be accessed on a Network?

Yes
No


Is your Customer Information often duplicated by not having a Centralized Database System?

Yes
No


Do you occasionally lose track of a potential lead or Prospect?

Yes
No


Are you or your Sales Staff able to promptly follow up with your Customer for repeat business?

Yes
No


Are you currently able to generate Reports that have a significant positive impact on your business?

Yes
No


Besides storing your basic customer information, would you also like to see all client related activities like Emails, Notes, Calls, Appointments, Forecast Sales to be accessed from a central location?

Yes
No


Do you have a centralized 'Calendar Sharing' and 'Pop-up Alert system' to track and schedule sales activities?

Yes
No


Is your sales staff out of the loop while they are travelling or on the road? Do you wish to give them the ability to access Client Data from a remote location?

Yes
No


Do you foresee a need to have an Email System to send a 'Personalized' Email Blast (based on specific filtering criteria) to your customers?

Yes
No