ClearView™ for salesforce.com

This document will enable us to better understand your organizational objectives for deploying Salesforce CRM. Please answer all of the questions to the best of your ability. Please note all fields are required.

   Tell Us About Yourself:
Company:*
Last Name:*
First Name:*
Title:*
Phone:*
Email:*
City:*
State:*
Industry:*
Number of
Salesforce CRM
 CRM Licenses:*
   

   Survey:

1) What are the top 3 reasons you purchased Salesforce CRM?

2) What are your organization’s 3 most important products or services?

3) How is your sales team organized? (Select all that apply - Hold Ctrl for multiple selections)
 
4) How does the sales organization work ?:
 
 If Other, How: 

5) Does your organization use Outlook Exchange for group calendaring

6) What are your organization’s sales stages (irrespective of whether or not you have already implemented them in Salesforce CRM) and probability of close percentages?
If you currently don’t use sales stages, please proceed to the next question

7) Is your sales process going to be integrated into Salesforce CRM?
A formal sales process exists but it will not be enabled by Salesforce CRM.
The sales process will be embedded in Salesforce CRM but it will be up to the reps to manually manage the workflow.
The sales process will be embedded in Salesforce CRM and enabled through automated workflow that reduces sales workload.

8) Does your executive team support adoption of Salesforce CRM ?
Not interested
Not aware of it.
Some do and some do not.
Total and complete support. Executives want to rely on Salesforce CRM to gain visibility into the organizations performance and forecast

9) Do your front-line Sales Managers support adoption of Salesforce CRM?
Not interested
Not aware of it.
Some do and some do not.
Complete support. Managers want to rely on Salesforce CRM to gain visibility into the organizations performance and forecast

10) Do your front-line Sales Professionals support adoption of Salesforce CRM?
Not interested
Not aware of it.
Some do and some do not.
Complete support. Reps want to use Salesforce CRM to improve their performance

11) What plans do you currently have to deploy Salesforce CRM beyond the sales organization? (Choose one)
Only the sales team will use Salesforce CRM
The sales and marketing teams will use Salesforce CRM
Many functions will use Salesforce CRM, including finance, production, etc.
None of the above

12) Will you use Salesforce CRM to calculate commissions?
Yes
No
Not sure

13) Are Sales and Marketing integrated? (Choose one)
No integration. Sales and marketing use different systems and less than 25% of leads generated by marketing are followed up by sales in less than 24 hours.
Partial integration. Activity between the two groups is isolated with strategy and tactics executed independent of each group’s time requirements and needs. Less than 50% of leads generated by Marketing are followed up by sales in less than 24 hours
Full integration. Sales and marketing collaborate on strategy and tactics and have integrated sales and marketing work streams. More than 75% of leads are followed up in less than 24 hours.
None of the above (please explain below)
 
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