Participate in your CRM Professional Scoping Report at no cost. Kindly answer these Base Line Questions and send us some notes if you like. Refined questions and a brainstorming will follow with a dedicated Business Analyst. He will identify your ambition, challenges and pain points and provide you an overview on a CRM Solution to fit your requirement and budget.

The number of named Users at Go Live?
Specify :
Single or Multiregional?
Select Answer:
Single Multiregional
Cloud or In House Hosting ?
Select Answer:
Cloud In House
B2C or B2B business model?
Select Answer:
B2C B2B
Are you experienced with CRM and with what vendor?
Select Answer:
Yes No
Vendor:
Are you experienced with Marketing Automation – MA and with what vendor?
Select Answer:
Yes No
Vendor:
Do you have a Marketing and Communication Strategy?
Select Answer:
Yes No
Require a Web Site, Store, BLOG and SEO?
Select Answer:
Yes No
Require a Web Self Service Portal?
Select Answer:
Now Later
Require Marketing Automation: Now or a later Phase?
Select Answer:
Now Later
Require Social Media: Now or a later Phase
Select Answer:
Now Later
Require Mobile Application: Now or a later Phase?
Select Answer:
Now Later
Require eCommerce: Now or a later Phase?
Select Answer:
Now Later
Delivery Expectation | How many weeks ?
Specify :
Do you have a Budget Approved?
Select Answer:
Yes No
Number of Existing Clients?
Specify :
Number of Existing Prospects being Neutered?
Specify :
Do you Forecast forward including Sales Quotas?
Select Answer:
Yes No
Do you have Case or Exception Management? e.g. Ticketing System
Select Answer:
Yes No
Are you looking at becoming ISO Certified?
Select Answer:
Yes No
Would you like an exclusive hands on demonstration system including our guidance?
Select Answer:
Yes No