CRM 101

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1.

Please enter your contact information:

First Name: *
Last Name: *
Company: *
Address:
Address 2:
City:
State / Region:
Zip / Postal Code:
Country:
Phone:
Email: *

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2.	Do you currently have a CRM solution?
	None ACT! Goldmine SalesLogix Microsoft CRM Clientele SalesForce.com SalesNet NetSuite Pivotal Onyx Clarify ePiphany Octane Siebel Oracle CRM PeopleSoft Other - Please specify:

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3.

Why are you considering evaluating or upgrading your CRM solution?

(Check all that apply)

	A newer version of our current software is available.
	Increased in the number of users and locations.
	Remote access to data via the Internet.
	More functionality and automation of CRM tasks.
	Adding other departments and their users.
	Extending system to other locations.

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4.	What type of solution are you looking to purchase?
	In-House Hosted No Preference Not Sure

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5.	What is your company's primary network platform?
	Microsoft Windows 2000 Microsoft Windows 2003 Microsoft Windows NT Unix Linux NetWare Other - Please specify: Not Sure

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6.

What other systems might be integrated with CRM?

(Check all that apply)

	ERP / Financial Package - Please Specify: QuickBooks Microsoft Great Plains Microsoft Solomon Microsoft Axapta J.D. Edwards Lawson Epicor Softrax Oracle Financials PeopleSoft Other - Specify:
	Corporate Website
	Customer Portal
	Partner Portal
	Knowledgebase - Please Specify RightNow Knowledgebase.net Custom Other - Specify:
	Reporting System - Please Specify Cognos Crystal Reports Actuate Other - Specify:
	Other - Please Specify:

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7.

Who will be the primary users of the system?

(Check all that apply and estimate # of users)

	Sales	# Users
	Marketing	# Users
	Customer Service	# Users
	Support	# Users
	Professional Services	# Users
	Finance	# Users
	Executive Management	# Users
	Business Development	# Users

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8.

What is driving your company to implement a CRM solution?

(Check all that apply)

	Providing sales personnel with important data.
	Improve the management of Account and Contact data.
	Manage Sales Opportunities, Quotes, and Forecasts.
	Improve tracking of Marketing Campaigns.
	Integrating multiple customer service systems.
	Improve inefficient paper processes.
	Manage customer orders and purchases.

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9.

What type of access solutions would you like to provide to your users?

(Check all that apply)

	Laptop
	Palm PDA
	Windows PDA
	Blackberry PDA
	Tablet PC
	Other - Please specify:
	None / Not Applicable
	Not Sure

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10.

What kind of reports would you like to generate?

(Check all that apply)

	Sales Pipelines / Forecasts / Quotas
	Activity by Employee / Group / Department
	Sales Opportunity / Support Case Trend Analysis
	Open Support / Service Tickets
	Marketing Campaign Metrics
	Order Status
	Account and Contact Summary Reports
	Custom / Ad-Hoc Reports
	Other - Please specify:
	Not Sure

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11.	What is your timeframe for implementing a CRM solution?
	Immediately 2 - 6 Months 6 - 12 Months > 12 Months Not Sure

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12.	What is your budget for a CRM Solution (Software and Implementation Costs)?
	$10,000 - $50,000 $50,000 - $250,000 $250,000 - $500,000 > $500,000 Discovery stage needed to set budget.

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13.	How did you hear about Green Beacon Solutions?
	Press Release Magazine Search Engine CRM Site Referral Marketing Campaign Other - Please specify:

Congratulations!

You have successfully submitted the CRM Assessment Survey.

A representative from Green Beacon Solutions will contact you within a few days.