CRM QUALIFICATION FORM
Simply fill out this Form and our CRM Experts will review and create an Executive Summary of the best vendors/solutions to meet your requirements FOR FREE!
What is your Company Name?
What is your Name?
Which CRM are you currently using or considering?
No CRM Currently
Microsoft Dynamics CRM
How many employees use or plan to use CRM in your company?
What is your timeline to implement the new CRM?
As Soon As Possible
How many employees are dedicated to supporting or operating your CRM?
1 Partime Employee
1-3 Fulltime Employees
No- Dedicated Support
I Don't Know
What is your current annual estimated CRM support cost?
I Don't Know
What areas are most important to your company?
Do you plan to have other digital transformation initiatives that will require integration to other business applications related to the CRM?
Please provide more info about the digital transformation or other software integration requirements
What other business applications would you like to integrate to the CRM?
Sales Engagement Platform
Please Provide more information about the Business Applications you would like Integrations with
Do you have an executive sponsor and/or dedicated resources to your CRM initiative?
Are you interested in having a Company Manage the CRM Administration and ongoing enhancements on your behalf?
Please provide any additional information specific to your requirements for the CRM Project
Should be Empty: