Feel free to use this questionnaire to service your own clients.
What is motivating your organization to purchase a CRM?
What are the biggest pain points for your organization to adopt a CRM?
What is the structure of your marketing team?
How does your marketing team operate?
How do you advertise?
Do you use email marketing?
Do you do direct mail?
How do you budget your marketing?
What is the structure of your sales team?
How does your sales team operate?
What does a day in the life of a sales team member look like?
What products does the sales team sell?
How does the sales team divide work?
How does a customer or prospect contact you to get information?
How do you define a “lead”?
How do you track leads?
Who talks to prospects?
How do you define a customer?
How long does it take to convert a lead into a customer?
Does your sales team follow scripts?
Who prepares quotes?
Who prepares orders?
What is the structure of your customer service organization?
How does your customer service organization operate?
How does the customer service team interact with customers and the sales team?
Do customers receive specific support entitlements?
How do customers file reports?
Are there SLAs on customer service requests?
How do requests get closed?
What happens when a ticket is escalatated?
Can customer service representatives initiate purchases for customers?
Can customer service representatives see a customer's purchase history?
Do you bill customers by time spent or number of incidents reported?
Can you report on how much time service representatives spend with customers?
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