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CRM requirements gathering

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

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1

Your email address

2

What departments do you expect it to use on a daily basis (more than one answer possible)?

Select one or more answers
3

What information is important for you to track around customer/partner contact? Can you prioritize below list (allocate 100 points overall over the different topics):

Allocate 100 points
Basic contact information
0
0
100
Lead origin
0
0
100
Status
0
0
100
Next review date
0
0
100
Handover leads to other department/colleagues etc.
0
0
100
Pipeline management
0
0
100
Lead overview with partner
0
0
100
Tracking customer specific agreements, discounts etc.
0
0
100
Partner revenue
0
0
100
Sold solutions Cloud or on prem
0
0
100
Partner Status - gold, silver, bronze or whatever it ends up with
0
0
100
Partner events
0
0
100
Partner webinars, Continia webinars
0
0
100
4

Have you worked with similar systems in the past?

Select one answer
5

What did you like about these more than current CRM?

6

What did you dislike about these more than current CRM?

Your feedback about the current CRM:

7

What do you like about our current CRM?

8

What do you dislike about our current CRM?

9

Any other comment about MS CRM?

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