CRM Top Priorities

Step 2/5: Overall Top Priorities

In general, our organization's efforts to utilize CRM software are:

Extremely effective

Somewhat effective

Neither effective nor ineffective

Somewhat ineffective

Extremely ineffective

Our selling efforts are uncoordinated as a result of murky sales processes and/or lack of CRM adoption.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

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

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

Reps do not use the CRM as a sales workflow system with prioritized next actions.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

We are lacking important integrations with other systems or business software.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

Our CRM is too complicated and creates unnecessary overhead.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

We are regularly concerned about the number of mistakes our sales or support teams make.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

We are overwhelmed by the amount of manual data entry required and duplicate or junk data in our CRM.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

Our marketing and sales users don't have clearly defined 'buckets' to categorize contacts (e.g. by industry, type, geo, status, products, etc.)

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

We lack an easy way to figure out why some reps are doing well, and others aren’t.

1 - N/A or Rarely a Concern

2 - Sometimes a Concern

3 - Serious Concern, Must Fix

Are their any essential functions that are broken?

At my organization, ongoing CRM administration is 'owned' by...?

At my organization, everyone on the sales team is expected to use the CRM.

Yes

I don't know

At my organization, every member of the sales team knows how to use the CRM

Yes

I don't know

I, OR MY SALES PEOPLE ARE:

Not closing enough new business.

Agree

Disagree

Not prospecting for new opportunities.

Agree

Disagree

Wasting time with people who end up not doing business with us.

Agree

Disagree

Not growing existing key customers.

Agree

Disagree

On a scale of 1 to 10, my commitment work on the above challenges is:

I'd estimate these problems have cost me or my company approximately $ __ in lost revenue and/or opportunities in the past 12 months.