CRM Software Selection
With so many Customer Relationship Management
(CRM) systems to consider it can prove
challenging to
choose the right software for your requirements and budget.
As independent CRM
specialists, we offer impartial advice
on a range of packages. For guidance and CRM
insight to help you select an effective solution
that will grow with your business please call us
on 0800 381 1000 or complete the form below and
we'll call you back.
Your
Requirement |
| What system are you currently using for
CRM? |
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| What are your main reasons for considering a new CRM solution? |
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| Briefly, what are
the main objectives that a new CRM system must achieve? |
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| How many people will initially use the software? |
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| How do you expect licence numbers to increase within 2 years following implementation? |
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| How many departments will use CRM? |
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Will
your CRM software
need to integrate with an external database (e.g.
accounts system) |
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| If yes, please provide further information
about the other database & integration required. |
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What type
of CRM mobile access will be needed? (please tick all that apply) |
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In addition to routine contact, company & activity
management what other functionality must a new CRM application provide? |
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Background Information |
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| Which CRM applications have you considered to date? |
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| When do you plan to implement a new CRM system? |
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| Do you you have an approximate budget in mind for CRM? If yes can you provide an indication? |
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Other
information: |
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Contact Information |
| Your Name: |
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| Organisation: |
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| Email address: |
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| Telephone: |
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| How would you
like us to contact you?: |
Phone
Email
Either
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Thank you for completing this form.
We'll contact you within one business day with our recommendations. |
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