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CRM Analysis

Please fill out the form below and someone will contact you within one business day to discuss your CRM needs.
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Please help us know you a little better.

How did you hear about us?
What is the size of your company?
What is the revenue of your company?
What does your company do?

Please enter the approximate number of employees involved in:
Outside Sales:	Inside Sales/Customer Service:
Marketing:	Field Service Technicians:
Management:

What is the average length of your sales cycle? Less than one month 1-3 months 3-12 months Greater than 12 months

What is the average number of accounts per sales representative?

What sales process does your organization subscribe to? Solution Selling Miller-Heiman/Strategic Selling None Other, please specify:

Do all of your sales representatives have computers? Yes No

What software applications do your sales representatives use? Please check all that apply:
Accounting system Outlook Exchange Other e-mail software Microsoft Word/Excel	Lotus CRM, please specify: Other, please specify:

Do you have sales representatives with a home/remote office? Yes No If so, how many?

Do your sales representatives use blackberries/palms/PDAs? Yes No

Is your sales team meeting their goals? Yes No

What are the major sales/service challenges that your organization faces?

What is your organization's average number of contacts at the customer? Less than 2 2-5 Greater than 5

What is your typical customer order frequency? One time (non-repeating) Weekly Monthly Annually

What is your average dollar per sales order? Less than $100 $100-$1,000 Greater than $1,000

Does your organization execute any of the following marketing activities? Please check all that apply: E-mail marketing Direct mail Trade Shows/Events Other, please specify:

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