CRM QUALIFICATION FORM

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?*
Phone Number*

Area CodePhone Number
Email address*
example@example.com
Which CRM are you currently using or considering?*

No CRM CurrentlySalesforceMicrosoft Dynamics CRMNimble CRMZohoZen DeskVtigerHubSpotOther
How many employees use or plan to use CRM in your company? *
What is your timeline to implement the new CRM?

As Soon As Possible30-60 Days60-120 Days120 Days+
How many employees are dedicated to supporting or operating your CRM?*

1 Partime Employee1-3 Fulltime EmployeesNo- Dedicated SupportI Don't Know
What is your current annual estimated CRM support cost?*

Under $25,000Under $75,000Over $100,000I 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?*

YesNoNot Sure
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?*
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?*

YesNo
Are you interested in having a Company Manage the CRM Administration and ongoing enhancements on your behalf?

YesNoMaybe
Please provide any additional information specific to your requirements for the CRM Project
Should be Empty: