Cloudtech CRM Survey
    • *
      First Name
    • *
      Last Name
  • Do you wish to be included in the draw for 2 days free consultancy?
  • Please can you enter and/or check the following details?

    Email address?
  • Job Title?
  • Company Name?
  • What is your role in your business?
  • How many people are employed by your company?
    (Using the EU definition of micro, small, medium and large.)
  • What industry sector are you in?
  • What CRM application do you currently use?
  • Was choosing a Cloud based CRM important to you?
  • Do you feel that an inhouse server based CRM solution is more secure?
  • What was your role in selecting this CRM?
    You can chose more than 1.
  • How many years have you been using this CRM?
  • How would you score your level of CRM experience?
  • How many previous CRM's has your organisation used?
  • Why did you feel that you needed to replace your last CRM?
  • How many people are using your current system?
  • What business areas use the system?
    Please select areas all that apply.
  • Do you operate in the Not For Profit or For Profit sectors?
  • What is your business model?
  • Do you also use your CRM on mobile devices?
  • Have you customised your CRM?
  • Is your CRM integrated with any of your own internal systems?
  • Is your CRM integrated with any 3rd party applications?
  • Do you feel that your CRM needs to be integrated with any other 3rd party applications?
    (For instance - your accounts system)
  • Do you manually import and/or export data to/from your CRM?
  • Do you automatically import and/or export data to/from your CRM?
    This could be via an automated scheduled batch process, API (coded) or initiated from a button.
  • Have you installed any 3rd party applications into your CRM?
  • Have you had any new 'custom' applications built on your CRM?
  • Did you build custom applications yourselves inhouse or did you use 3rd parties?
  • Does your CRM generate reports automatically?
  • Does your CRM generate dashboards automatically?
  • Have you customised/created new reports and/or dashboards?
  • Do you use your CRM for reporting on and managing end user performance?
  • Do you use your CRM for business performance reporting?
  • Do you use your CRM for audit, compliance, quality or regulatory reasons?
  • Do you use your CRM as a Continuous Improvement tool?
  • Are you collaborating with your customers using your CRM?
    (via secure login or portal for self service etc.)
  • Are you collaborating with your supliers and/or partners using your CRM?
    (via secure login or portal for self service etc.)
  • Is your CRM integrated or synchronised with the following applications?
    Additional Comment
  • From the initial licensing and implementation to the current time who has set up, configured, rolled out, developed and supported your CRM? This can be a combination of choices.
  • When you first started using your CRM what WAS the most important driver for your CRM?
    Least Important
    Most Important
  • What NOW are the most important drivers when using your CRM?
    Least Important
    Most Important
  • What is the best thing about your CRM?
  • What is the worst thing about your CRM?
  • Knowing what you know now - would you choose the same CRM again?
  • What CRM would you choose now?
  • Do you have any other comments that you would like to add?
  • *
    Would you like us to contact you further to discus the survey?
  • If you would like us to contact you to discuss this survey please enter your telephone number.
    Please prefix your telephone number with your country code in the following style/format 00353 or 001 or 0044 etc.
  • zs_contacts
  • ZS_Email_Address

That's all, folks!

* End page and disqualification logic can only be seen in the live survey

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