Section 1: Company Information

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1/7What is the name of your company?
Question 1/7

What is the name of your company?

2/7Provide your company's email address
Question 2/7

Provide your company's email address

3/7Provide your company's contact person name and number
Question 3/7

Provide your company's contact person name and number

4/7What services or products do you offer?
Question 4/7

What services or products do you offer?

5/7How many employees are in your organization?
Question 5/7

How many employees are in your organization?

1 - 20
21 - 50
50 - 200
200+
6/7Describe your business model
Question 6/7

Describe your business model

7/7What are your areas of specialization?
Question 7/7

What are your areas of specialization?

Section 2: Business

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1/5Describe your ecosystem (Partners, Customers, Competitors)
Question 1/5

Describe your ecosystem (Partners, Customers, Competitors)

2/5How do you identify customers?
Question 2/5

How do you identify customers?

3/5What activities do you want to track?
Question 3/5

What activities do you want to track?

4/5What is strategy, goals and objectives of your client services organisation?
Question 4/5

What is strategy, goals and objectives of your client services organisation?

5/5Who will be using the new system?
Question 5/7

Who will be using the new system?

Section 3: Sales

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1/6Define the sales organization including hierarchy
Question 1/6

Define the sales organization including hierarchy

2/6Define the sales team. Who are the members of the team?
3/6How does a customer or prospect contact you to get information?
Question 3/6

How does a customer or prospect contact you to get information?

4/6How do you define a “lead”?
Question 4/6

How do you define a “lead”?

5/6How do you track and record leads?
Question 5/6

How do you track and record leads?

6/6Are the steps and outcomes in the sales process recorded somewhere as a record for others to see?
Question 6/6

Are the steps and outcomes in the sales process recorded somewhere as a record for others to see?

Section 4: Marketing

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1/6Define the marketing organization, including hierarchy
Question 1/6

Define the marketing organization, including hierarchy

2/6Define the marketing team. Who are the members of the team?
Question 2/6

Define the marketing team. Who are the members of the team?

3/6How do you plan and budget your marketing campaigns?
Question 3/6

How do you plan and budget your marketing campaigns?

4/6Do you manage Sales Literature and Collateral?
Question 4/6

Do you manage Sales Literature and Collateral?

5/6Do you currently use an e-mail marketing software application?
Question 5/6

Do you currently use an e-mail marketing software application?

6/6Do you currently market on the Internet using Microsoft Windows Live® Search, Google Search, eBay, etc.?
Question 6/6

Do you currently market on the Internet using Microsoft Windows Live® Search, Google Search, eBay, etc.?

Section 5: Client Service

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1/5Please provide a brief description of your existing client services organisation
Question 1/5

Please provide a brief description of your existing client services organisation

2/5What is strategy, goals and objectives of your client services organisation
Question 2/5

What is strategy, goals and objectives of your client services organisation

3/5Describe the lifecycle of a service request
Question 3/5

Describe the lifecycle of a service request

4/5Do you want customers to self serve?
Question 4/5

Do you want customers to self serve?

5/5How do you measure service performance?
Question 5/5

How do you measure service performance?




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