CRM Survey Questions to help gather specification requirements for choosing a CRM system for your business Are you currently using a CRM system? Yes No What CRM are you using?Why are you looking into a CRM system? What are the underlying reasons for your business to implement a CRM system?(Example: Growth? Things are falling through the cracks?)How many employees do you currently have?How many employees will need direct access to the CRM?This will help determine the number of seats you might need to purchase if you use a hosted solution.When do you intend to implement this new CRM system? ASAP 1 Month 2-4 Months 4+ Months FeaturesThis area will ask about the features you would like to have in your CRM and whether there are custom integrations that need to be taken into consideration.What are the main functions you need from your CRM? Lead tracking / management Content tracking / management Sales pipeline / forecasting analysis Sales results analysis Contract status and storage Other OtherAre there any other features you need the CRM to perform?Please choose the elements that you feel are necessary for your CRM to have. Accounting Integration Calendaring Call Logging Call Recording Contact Management Deal Tracking Email Integration Employee Tracking Help Desk Tasks & Calendar Scheduling Mobile app Marketing Automations Project Management Push Notifications Sales Reporting Social Marketing What accounting software do you currently use?InvestmentHow much are you willing to invest in a new CRM?What kind of price-range would you like to keep your CRM investment within?(Example: free, $200/month, less than $1,000/year)Anything else we should keep in mind while researching a solution for your CRM needs?NameThis field is for validation purposes and should be left unchanged.