Welcome to the CRM Quiz by Wes Schaeffer, The Sales Whisperer®
Thank you for visiting this quiz. You'll be directed to a personalized recommendation list based on your answers and you'll also receive a link to schedule a free call with me to ask any additional questions about your situation.
Sign in to Google to save your progress. Learn more
Email *
1. How many full-time employees do you have?
*
2. How many employees will need access to your CRM?
*
Which departments will need access? (Choose all that apply.)
*
How many contacts are in your database?
*
How many emails will you send per month?
*
How long have you used a CRM?
*
Do you need your CRM to generate quotes and/or proposals?
*
Do you need your CRM to generate quotes and/or proposals?
*
How often do you send an email broadcast and/or newsletter?
*
Do you leverage direct mail for marketing, sales, and/or customer retention?
*
Will you be granting access to premium content such as reports, videos, MP3s, etc?
*
How important is mobile access?
*
How important is sales automation?
*
How important is marketing automation?
*
How do you drive traffic to your website or place of business?
*
What is your average sales cycle?
*
What is the size of your average sale?
*
What is the lifetime value of a customer?
*
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?
*
What are you drinking this weekend?
*
How important are these features in your CRM/business software? *
1 = Very dissatisfied   5 = Very satisfied
1
2
3
4
5
N/A
Meeting Scheduler
Gmail Integration
Outlook Integration
Landing Page Builder
Smart/Dynamic Content
Pop-Up Forms
User Permissions
Any additional comments or questions for The Sales Whisperer®?
Name (optional)
Submit
Clear form
Never submit passwords through Google Forms.
reCAPTCHA
This form was created inside of The Sales Whisperer®. Report Abuse