Welcome to the CRM Quiz
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1. How many full-time employees do you have?
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2. How many employees will need access to your CRM?
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Which departments will need access? (Choose all that apply.)
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How many contacts are in your database?
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How many emails will you send per month?
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How long have you used a CRM?
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Do you need your CRM to generate quotes and/or proposals?
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Do you need your CRM to generate quotes and/or proposals?
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How often do you send an email broadcast and/or newsletter?
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Do you leverage direct mail for marketing, sales, and/or customer retention?
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Will you be granting access to premium content such as reports, videos, MP3s, etc?
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How important is mobile access?
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How important is sales automation?
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How important is marketing automation?
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How do you drive traffic to your website or place of business?
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What is your average sales cycle?
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What is the size of your average sale?
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What is the lifetime value of a customer?
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If this system helped you finally get home for dinner on time, get back to the gym, and make money while you sleep, how much could you comfortably invest in a system like this per year?
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What are you drinking this weekend?
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How important are these features in your CRM/business software? *
1 = Very dissatisfied   5 = Very satisfied
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Meeting Scheduler
Gmail Integration
Outlook Integration
Landing Page Builder
Smart/Dynamic Content
Pop-Up Forms
User Permissions
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