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Compare CRM Systems quotes from multiple suppliers

 
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Number of Question: 6     

 

1)*  How many people will need access to this system (please allow for future expansion requirements?

 
2 - 5
6 - 10
11 - 20
21 - 30
31 - 50
51 - 100
101 - 200
200+
 

2)* What are the main function(s) you want the software to perform?

 
Lead Tracking/Management
Contact Tracking/Management
Sales pipeline/forecasting analysis
Sales results analysis
Contract status and storage
Other (please specify in the project details area):
   
 

3)* Do you have remote employees or users outside of the office who will need access to this system?

 
Yes
No
|       We only use your details to fulfil your request
  Average time to complete: 34 seconds
  4)*  Are you currently using any sales, lead or contact tracking software?
 
No - We do not currently use any tracking product
Yes - A customized or self developed product
Yes - A professional 3rd party product (please specify brand in the project details area)
   
  5)* Do you have a preference for a SaaS/an ASP system or a Client Server system? 
 
Not sure
SaaS/ASP system
Client Server system
   
  6)* Will the new system need to integrate with any other software?
 
Not sure
No need to integrate with any other software or systems
Yes - Accounting or finance software

Yes - Document management system

Yes - Lead generation services

Yes - Outlook or other e-mail system

Yes - Other (please specify in the project details area):

Project Detail (optional)

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Company   
 

 

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