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Manage your sales force:
Check this box if you are looking for a solution that can help you manage your sales related activities. In the description
box please tell us about your sales process. How do you currently manage your sales? How many sales people do you have?
Do you sell a product or a service? Do you sell more than one product or service?
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Streamline your sales cycle:
Check this box if you need to streamline your sales cycle or develop one. Are you currently losing sales due to poor or insufficient follow-up?
Do you need visibility into your sales pipeline?
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Capture sales data:
Check this box if you need to analyze your sales data for lead source, closing rates,
reasons for lost sales, etc. Do you need to know if your marketing efforts are working?
Please tell us what is important to you when capturing sales data. What
do you need to know to improve future sales? |
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Centralize contact data:
Check this box if you need all contact information in a single database for all your users. Does everyone need access to
a single updated record for every contact? Are people storing multiple copies of contact lists? Please tell us your current
information source for contact data. Do you need to merge multiple sources into one? |
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Communication Logs:
Would you like all users can access and update information in one single place? Is it important for you to
track all communications? Please tell us what forms of communication are being used in your organization today
and which ones you would like to track? |
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Business process automation:
Would you like to automate your unique business processes? Do you have processes that are currently being
done manually? Describe your processes and how you would like to automate them.
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Email integration:
Check this box if you would like to integrate incoming and outgoing
email activity for all contacts in your database. Would you like to enable
automatic coping of all incoming emails into contact history? Describe your email environment. Do you use
Microsoft Outlook? Are you using Microsoft Exchange or POP email? |
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Shared calendars:
Check this box if you need to share calendars among users. Do you need another user to be able to
manage your calendar? Do you need to synchronize your calendar with a mobile device like Blackberry, Treo, Palm or Windows Mobile devices?
Describe what's important to you when managing calendars. |
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Document library:
Check this box if you never want to lose another document or send an out-dated price list!
Would you like to attach customer or prospect documents to the record, and access a library of
documents according to your company level. Describe what documents (quotes, proposals, letters, etc.) that you need to track. |
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Marketing campaigns:
Check this box if you need to automate marketing efforst. Do you need to send out marketing emails,
announcements or newsletters to your contact base? Would you like to send and track HTML emails for
open rate, bounced emails, link tracking, etc.? Describe how you would like to automate your marketing efforts.
Wizard. |
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Commitment to success:
CRMG provides CRM as a service. Using our proven STEP methodology, we help you
implement your business strategies and guaranteed the success of your CRM. Is this important to you?
Tell us where we could help you most with your CRM implementation? Is it sales management, client support,
marketing automation, task management, etc. |
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Support and training:
Support is our top priority and training is our commitment. Describe your environment so we could
prepare the right format of training designed to get your users up to speed as soon as possible. Please
tell us if team is physically located under one roof or if you have multiple teams in multiple locations.
How do you rate the computer literacy of your users? |
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