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In general, our organization's marketing system is:

We struggle with measuring the impact of our marketing strategy and tactics.

1 - N/A or Rarely a Concern

Our marketing data is not easily actionable by the sales team.

1 - N/A or Rarely a Concern

Our marketing to sales handoff is inconsistent.

1 - N/A or Rarely a Concern

In general, our organization's prospecting system is:

We lack a systematic way to engage with new prospects and patiently engage them over time.

1 - N/A or Rarely a Concern

We don't have a consistent process for tracking lead status.

1 - N/A or Rarely a Concern

Our reps generally don't know how to filter contacts for effective prospecting.

1 - N/A or Rarely a Concern

Our reps generally don't know how to filter contacts and/or deals to see previous customers.

1 - N/A or Rarely a Concern

Our reps generally don't know how to filter contacts and/or deals to see strategic partners.

1 - N/A or Rarely a Concern

In general, our organization's accountabilty system is:

We are not consistently meeting forecasted business results.

1 - N/A or Rarely a Concern

Too many of our salespeople are not hitting quota.

1 - N/A or Rarely a Concern

Increased reporting has not led to increased sales performance.

1 - N/A or Rarely a Concern

Salespeople aren't focused on the company's key objectives.

1 - N/A or Rarely a Concern

We have difficulty judging the quality of our sales force.

1 - N/A or Rarely a Concern

In general, our organization's sales process is:

We have too many unqualified opportunities in the sales pipeline.

1 - N/A or Rarely a Concern

Our deal pipeline stages don't match our sales process.

1 - N/A or Rarely a Concern

We struggle with low-quality or inconsistent call planning.

1 - N/A or Rarely a Concern

Key opportunities (Deals/Projects) are not updated regularly with conversation notes.

1 - N/A or Rarely a Concern

Key opportunities (Deals/Projects) are not in the correct pipeline stages.

1 - N/A or Rarely a Concern

Key opportunities (Deals/Projects) are not kept up-to-date with scheduled next steps.

1 - N/A or Rarely a Concern

Reps or support staff can't easily generate accurate quotes and estimates.

1 - N/A or Rarely a Concern

Estimates, quotes, and/or proposals are rushed and often not accurate.

1 - N/A or Rarely a Concern

Reps or support staff are unable to easily collect electronic signatures and payment details.

1 - N/A or Rarely a Concern

In general, our organization's post-sale process is:

Reps are unable to effectively perform account management and/or upsell or cross sell process(es) out of the CRM.

1 - N/A or Rarely a Concern

Our reps generally don't know how to filter contacts and/or deals to see all current customers.

1 - N/A or Rarely a Concern

We currently lack insight into delivery of sold deals or project, and whether follow up is happening to ensure each customer is successful.

1 - N/A or Rarely a Concern

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