CRM Survey

Today's Date*

Who is your Sales Rep?

Do you currently use a CRM?*

Yes
No

1. Are you a startup company that currently has no data?

Yes
No

2. What applications do you currently use to keep track of your companies data?

Please check all that apply

Outlook
Gmail
Excel
Microsoft Word
Google Drive Spreadsheets
Phone Contacts
Notebook Application
Other application

Please Explain

3. How many files (separate places) of data would you say you have?

4. How many lead/prospect records (individual people) do you have?

5. How many Contact/Client records (individual people) do you have?

6. How many Company/Account Records of the physical business do you have?

7. On a scale of 1-10, 10 being organized and 1 being a complete mess, how would you describe your data?

8. What daily workflow tasks do you need the CRM to achieve in order to use it on a daily basis?

9. What are some goals that you would like Zoho CRM to achieve that you can’t currently do?

1. Which CRM do you currently use?

Salesforce
Highrise
Insightly
Other

If other which one?

2 On a scale of 1-10, 10 being organized and 1 being a complete mess, how would you describe your current CRM data?

3. How many CRM users are in your current CRM?

4. How many CRM users will be in Zoho CRM?

5. Are any of your employees already using Zoho CRM?

6. Do you have multiple companies living in your CRM?

Yes
No

7. Please list ALL the companies living in your current CRM.

8. Which company(s) out of these will be migrated into Zoho CRM?

9. Is there a field or distinguishing factor to differentiate the separate companies’ data?

10. How long have you been using your current CRM for?

11. Will all of the data that is currently in the one CRM be migrated into the new CRM in its entirety or will some data be left out in clean up attempt? Explain

12. Which Modules do you currently use in your CRM?

Prospects
Leads
Contacts
Accounts
Activities
Opportunities
Others

Please Explain

13. Do you have any custom fields in your current CRM?

Yes
No

Please Explain

14. Do you need any custom fields created in addition to what already exists in the CRM?

Yes
No

15. Do you have any custom modules in your current CRM?

Yes
No

What are they?

16. Do you need any custom modules created in Zoho in addition to the standard ones?

Yes
No

17. Currently, how many fields do you have in each module?

Leads

Contacts

Accounts

Deals / Opporunities

18. How many records are in each module of your current CRM?

Leads

Contacts

Accounts

Deals / Opporunities

19. Do you currently have any templates created for these modules? Example: Sales Order, Order Forum, Email Template, Web Forums etc.

Yes
No

20. Will you use any Email, Inventory, Web Forum or Mail Merge templates for these modules?

Yes
No

21. Is there a parent child relationship hierarchy used in any of these modules?

Yes
No

Explain the relationship it displays and which modules.

22. Will the data be migrated from the same module it is in the current CRM into the same module in Zoho CRM.

Yes
No

Please explain.

Step 1 of 3

Who will the point of contact be for this CRM project?

Integration Questions