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Welcome to CRM Scorecard Buyers Guide Quiz

Are you currently using a CRM?

Yes, we are using a CRM

No, we are using spreadsheets like Excel

No, we have an in-house solution

Other

What industry are you in?

Professional Services

Healthcare

Software or IT

Financial Services

Construction

Manufacturing

Logistics & Transportation

Insurance

Other

What would you like your CRM to do? (select all that apply)

Manage & Organize Contacts & Sales

Sales Reporting & Forecasting

Schedule Sales Appointments

Helpdesk & Support

Email Broadcasting

Sales Team Collaboration

Sales Pipeline Tracking

Marketing Automation

Implementation Tracking

Other

How many users will be using your new CRM?

0-5 users

5-10 users

10-25 users

26-50 users

50+

What software would you like your new CRM to integrate with? (select all that apply)

Google apps

Mailchimp

Outlook

Excel

Quickbooks

Zapier

Other

What amount of support is ideal for your team?

Lots! We need a dedicated account rep!

We we need it, We want to get on the phone and get answers!

Not necessary, we can figure it out from reading the help guides.

Other

How technically savvy is your team?

We live and breathe tech!

We are technically confident

We will take as much hand holding as possible

Other

How much is your team willing to spend for the right solution?

No budget, must be free!

We have a budget but we are a money conscious organization.

The right fit, the right solution is more important than cost.

We expect the best and will pay for it!

Other

Additional comments:

Thank you! We look forward to getting in touch to help you find the best CRM for your needs!

Full Name:

Business Email:

Organization:

Telephone:

Contact CRM Scorecard

Questions? Ideas? Feedback?

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