CRM for salesforce.com

By answering these quick questions about your purchase and intended implementation of Salesforce CRM, we will be better prepared to understand your organization's objectives for deploying Salesforce CRM. By gathering this information prior to the kick-off of our project, we will be able to focus on high value objectives and talking points. We will review your submission and ensure that we are prepared to discuss the details. Please note, all fields are required.

Section 1: Materials to Gather

  • Organizational charts
  • Sample reports that you would like to have created in Salesforce.com
  • Any existing business process or process training documentation
  • Source system field lists
     

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

   Survey:

1) Please provide the week of your desired implementation to start (Ex: 3rd Week of July)*

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

3) Please identify your top 3 critical success factors for the Salesforce CRM implementation. If these 3 things don’t become reality, then success will not have been realized. *

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

5) Do you sell to individual consumers or businesses (B2C or B2B or both)?*

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

8) Does your organization use Outlook Exchange for group calendaring*

9) 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

10) 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.

11) How do you market to your customers? Mark all that apply. *

12) 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

13) 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

14) 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

15) 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

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

17) 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)
 

18) Briefly list the top 3 potential challenges that could impact the implementation lifecycle *



19) What are the key metrics that you need to capture to measure the success*

20) More specifically, what information do you want in order to help you…*
a) Run your business?
b) Make good decisions?
c) Understand what is happening in your business?

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