| 1) |
What are the main function(s) you would like this sales or contact management
software to perform? [required]
(check all that apply) |
|
 |
Lead
Tracking/Management
Contact
Tracking/Management
Sales
pipeline/forecasting analysis
Sales
results analysis
Contract
status and storage
Other (please
specify):
|
| 2) |
Including employees across all departments (sales, marketing, customer
service, IT, etc.), how many people will need access to this system? [required] |
|
|
2-5*
6-10
11-20
21-30
31-50
51-100
101-200
200+
*Please note: our vendors cannot respond to
requests for single user systems |
| 3) |
Do you have plans to expand the user base for this system significantly
over the next several months? [required] |
|
|
Yes
- We plan to expand the number of users
No
- We do not plan to expand the number of users
Not
Sure
|
| 4) |
Are you currently using some sort of sales, lead or contact tracking software? [required] |
|
|
No
- We do not currently use any tracking product
Yes
- A customized or self developed product
Yes
- A professional 3rd party product - please note brand:
|
| 5) |
When do you intend to implement this new sales tracking system? [required] |
|
|
Immediately
Within
2 months
Between
2 and 4 months
More
than 4 months
Not
sure
|
| 6) |
Do you have a preference for an ASP system or a Client Server system? [required] |
|
|
Not
sure - please advise*
ASP
system
Client
Server system
*Please note: If you are unsure which type of system
is best for your business or you need a system for less than 10 users, please choose "Not
sure - please advise" above and our vendors will make recommendations. The different
system types have certain advantages and disadvantages regarding customization,
maintenance, and total cost of ownership. |
| 7) |
What is the five digit ZIP code for your office location? [required] |
|
|
Zip lookup for major cities
- Albuquerque, NM - Zip: 87199
- Arlington, TX - Zip: 76001 - 76019
- Atlanta, GA - Zip: 30301 - 31199
- Austin, TX - Zip: 73301 - 78799
- Baltimore, MD - Zip: 21075 - 21298
- Boston, MA - Zip: 02101 - 02297
- Charlotte, NC - Zip: 28201 - 28299
- Chicago, IL - Zip: 60601 - 60827
- Cleveland, OH - Zip: 44101 - 44199
- Colorado Springs, CO - Zip: 80901 - 80997
- Columbus, OH - Zip: 43085 - 43299
- Dallas, TX - Zip: 75201 - 75398
- Denver, CO - Zip: 80002 - 80299
- Detroit, MI - Zip: 48201 - 48288
- El Paso, TX - Zip: 79901 - 88595
- Fort Worth, TX - Zip: 76101 - 76199
- Fresno, CA - Zip: 93650 - 93888
- Honolulu, HI - Zip: 96801 - 96850
- Houston, TX - Zip: 77001 - 77299
- Indianapolis, IN - Zip: 46201 - 46298
- Jacksonville, FL - Zip: 32099 - 32290
- Kansas City, MO - Zip: 64101 - 64999
- Las Vegas, NV - Zip: 89044 - 89199
- Long Beach, CA - Zip: 90745 - 90899
- Los Angeles, CA - Zip: 90001 - 91335
- Louisville, KY - Zip: 40201 - 40299
- Memphis, TN - Zip: 37501 - 38197
- Mesa, AZ - Zip: 85201 - 85277
- Miami, FL - Zip: 33010 - 33299
- Milwaukee, WI - Zip: 53201 - 53295
- Minneapolis, MN - Zip: 55199 - 55488
- Nashville, TN - Zip: 37201 - 37250
- New Orleans, LA - Zip: 70112 - 70195
- New York, NY - Zip: 10001 - 10292
- Oakland, CA - Zip: 94601 - 94666
- Oklahoma City, OK - Zip: 73101 - 73199
- Omaha, NE - Zip: 68046 - 68198
- Philadelphia, PA - Zip: 19019 - 19255
- Phoenix, AZ - Zip: 85001 - 85099
- Portland, OR - Zip: 97200 - 97299
- Sacramento, CA - Zip: 94203 - 95899
- San Antonio, TX - Zip: 78201 - 78299
- San Diego, CA - Zip: 92101 - 92199
- San Francisco, CA - Zip: 94101 - 94199
- San Jose, CA - Zip: 95101 - 95196
- Seattle, WA - Zip: 98101 - 98199
- Tucson, AZ - Zip: 85701 - 85777
- Tulsa, OK - Zip: 74101 - 74194
- Virginia Beach, VA - Zip: 23450 - 23479
- Washington, DC - Zip: 20001 - 56920
NOTE: We only serve U.S. businesses at this time. |
| 8) |
What is your e-mail address? [required] |
|
|
|
Why we need your email address |
| 9) |
Will you need this sales or contact automation system to integrate with
any other software?
(check all that apply) |
|
|
Not
sure
No
need to integrate with any other software or systems
Yes
- Accounting or finance software
Yes
- Document management system
Yes
- Lead generation services
Yes
- Outlook or other e-mail system
Yes
- Other (please describe):
|
| 10) |
Please note any other considerations, concerns or information you would
like the suppliers to be aware of relating to your sales process or needs
for this contact management system. |
|
|
Note: There is a 1,000 character limit for this answer. |
