Questionairre for CRM
CUSTOMER RELATIONSHIP MANAGEMENT SYSTEMS (CRM) The aim of this short survey is to determine if you use a particular CRM system and, if so, how you use it and if you would be prepared to share good practice and engage in a CRM training session to improve your business practice Name Company
Address
The following results were recorded from this questionnaire from 12 different training providers Do you use a CRM system? If so, which one do you use?
How long have you been using the CRM system? (years)
Y = 10
N=2
Name: Most popular was Sugar CRM
1 2=5
3=4
4=3
5
more than5
Please could you list the top 5 uses of your CRM system 1
Recording business clients' details
2
Recording leads and contact information
3
Recording meetings and action points/allocations
4
Recording emails send and received
5
Recording business contracts
Would you like further training on how to use a CRM system? How user friendly is the CRM system you have to use? Scale 1-5 (1=high, 5=low) Would you be happy to take part in a sharing good practice meeting to discuss your CRM sytem and what it has done for your business?
Y= 9
1 2 =2
Y=2
N-3
3=6
4=4
5 N/A
N = 10