Questionairre for CRM

Name

Company

Do you use a CRM system? Y = 10 N = 2

If so, which one do you use?

How long have you been using the CRM system? (years) 1 2 = 5 3 = 4 4 = 3 5 more than5

Please could you list the top 5 uses of your CRM system

1

2

3

4

5

Would you like further training on how to use a CRM system? Y= 9 N - 3

How user friendly is the CRM system you have to use? Scale 1-5 (1=high, 5=low) 1 2 = 2 3 = 6 4=4 5 N/A

Would you be happy to take part in a sharing good practice meeting to discuss your CRM sytem and what it has done for your business? Y = 2 N = 10

Recording business clients' details

Recording leads and contact information

Recording meetings and action points/allocations

CUSTOMER RELATIONSHIP MANAGEMENT SYSTEMS (CRM)

The aim of this short survey is to determine if you use a particular CRM system and, if so, how you use it and if you would be prepared to share good practice and engage in a CRM training

session to improve your business practice

Recording business contracts

Address

Name: Most popular was Sugar CRM

The following results were recorded from this questionnaire from 12 different training providers

Recording emails send and received