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CRM Survey

Home » CRM Survey

CRM Survey

Step 1 of 3

33%

Today's Date*
Date Format: MM slash DD slash YYYY
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.

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Who will the point of contact be for this CRM project?
Name*
First Last
Phone*
Email*
2. What is the point of contacts avalbility.
3. What is your timeline for this project?
4. How many users will we be training on how to use the CRM?

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Integration Questions
1. Does the company have a website they would want to integrate with Zoho CRM?
- Yes
- No
2. Do you have any Contact Us Forums online?
- Yes
- No
3. Does the company use any other Zoho products or applications that they would want to integrate with Zoho CRM?
- Yes
- No
Please specify.
4. Do you have a Quickbooks account they would want to integrate and is it online or desktop?
- No, Quickbook account
- Yes, integrate online account
- Yes, integrate desktop account
5. Do you use and want to integrate any of these Business applications;
Please check all that apply.
- Box
- Dropbox
- Linkedin
- Pandadoc
- Docusign
- Google Apps for work
- Slack
- Other
Other, please specify.
6. Are you interested in setting up telephone integration with the CRM?
- Yes
- No
How many phones?
7. Are you interested in setting up SMS integration to the CRM?
- Yes
- No
Phone
This field is for validation purposes and should be left unchanged.

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