CRM

Questionnaire

Overview of your CRM Requirements and existing

Sales, Marketing and Customer Services systems

Marketing Answers and Solutions Limited 2016

 MAS CRM Feedback Form 2016
2016
To find out how MAS can help you to focus your business, please complete the following details. This form helps
all of us to start to understand your initial requirements and is often the start of our and your CRM Discovery
Process.

Please fax back to 0844 745 4589 or scan and email to sales@marketinganswers.co.uk

Background Information on your Company

CRM Project Contact
Position:
Organisation:
Address:

Town:
County:
Postcode:
Telephone:
Fax:
Email:
Website:

About your CRM Project Team:

Who else is involved in your CRM Project. Please list names and roles or positions.

About your organization:

How would you describe your companys sales and marketing operations?

Annual turnover:

Under 500k 5million - 10million

500 - 1million 10million - 50million
1million - 2million Over 50million
2million - 5million

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 Number of employees:

Under 10 101 - 250

11 25 251 - 500
26 50 Over 500
51 100

About your project:

Timescale
1 3 months 6 12 months
3 6 months other

Budget:

Software Training & Implementation

Hardware

What type of clients do you deal with?

B2B Both B2C

If Business to Business, what is the typical size of client you deal with?

SME Medium-Large
Large Corporations Other

What has prompted you to look into CRM for your Company?

Have you had previous experience of any CRM systems at this company or previously? Please detail

Below are a number of statements that companies sometimes make when they look to purchase or replace a CRM
system. Please rate if these statements apply to you using the following scale; add comment if need be.

Description of Issues Agree Agree Not Sure Disagree Further

Slightly Comments
Feeling frustrated at silos of information
spread across the organization with no
single overview
Unable to see what is happening with a
given contact or company/project
Anxious that staff spend too much time on
admin functions and not enough customer
facing time.
Annoyed at the amount of time it can take
to compile basic reports
Unable to check what has happened to
lost leads and track progress of live ones
Worried about duplication of effort across
the company
Concerned that contact data is not up to
date and unable to see when it was last

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 updated leading to wasted marketing effort
and time
Would like to reduce ad hoc meetings to
catch up and avoid embarrassment with
clients
Need to increase user adoption of the
system in order for it be effective
Feel that it is important that the software
chosen will be compatible & flexible with
Changing needs
Need to be sure that our supplier
understands our processes and issues so
that we have the best solution for us
Unable to see effectiveness of e-marketing
campaigns
Feel that the rising importance of
connecting with Clients via Social Media is
being missed with current systems
Dont want a system that is so bespoke
that we are unable to seek alternative
support if necessary

Please feel free to add any additional statements that you feel are important to you

Who will be using the new system?

No. of Remote Access Access to Back

Named Required? (and How? Office Systems
Users E.g. Internet/Terminal (e.g. Accounts
Services/Dial-In) Systems)
Administration
Telesales/ Telemarketing
Field Sales
Marketing
Internal Sales
Customer Service
Field Service Engineers
Support & Help Desk
Finance
Management

Add any extra comments here

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What are your current core Business Applications?

System Used Name Supplier Looking to Looking to

replace? integrate
with?
Contact database

Marketing database

Office products (e.g.

MS Office 2010/2013 or
Office 365)
Email software (e.g. MS
Outlook or Google)
Email Marketing
Software
Finance software

ERP software

Helpdesk system

Telephone system

Social Media (LinkedIn,

Twitter, Facebook,
Pinterest, etc)
Google Adwords /
Google Analytics
SEO Optimization Tools

Marketing Automation
software
Other Tools (please
specify e.g. HootSuite)

Add any extra comments here

Do you have any Hosted or Cloud based Systems?

List your comments or preferences here. This is useful to help us to understand your plans for the future.

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About your current IT Systems and Policies

What are your current core IT systems and Hardware together with any databases in place? E.g. Windows 7, Windows
8, MACs, MS SQL database , Google

Description Operating System Databases

Server (s)

PC/ Workstations

Macs?

Mobile Access

iPads/Tablets

Laptops

Other Tablets

From time to time we will send you updates and information on CRM, please enter your preferred method contact?

Post Telephone
Fax Any of the above
Email I do not wish to receive A

Any further information you wish to add

Please fax back to 0844 745 4589

Or

Scan and email to sales@marketinganswers.co.uk

We will then review document and arrange to call if you require this

Marketing Answers and Solutions Limited 2016