Dynamics365

Section 1: Company Information

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?

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Section 2: Business

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

Question 1/5

Describe your ecosystem (Partners, Customers, Competitors)

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2/5How do you identify customers?

Question 2/5

How do you identify customers?

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3/5What activities do you want to track?

Question 3/5

What activities do you want to track?

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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?

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5/5Who will be using the new system?

Question 5/7

Who will be using the new system?

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Section 3: Sales

1/6Define the sales organization including hierarchy

Question 1/6

Define the sales organization including hierarchy

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

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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?

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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?

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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?

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Section 4: Marketing

1/6Define the marketing organization, including hierarchy

Question 1/6

Define the marketing organization, including hierarchy

Skip (answer not required)

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?

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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.?

Skip (answer not required)

Section 5: Client Service

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

Skip (answer not required)

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?

Skip (answer not required)

Build an Enterprise Business Solution

Section 1: Company Information

Question 1/7

What is the name of your company?

Question 2/7

Provide your company's email address

Question 3/7

Provide your company's contact person name and number

Question 4/7

What services or products do you offer?

Question 5/7

How many employees are in your organization?

1 - 20

21 - 50

50 - 200

200+

Question 6/7

Describe your business model

Question 7/7

What are your areas of specialization?

Section 2: Business

Question 1/5

Describe your ecosystem (Partners, Customers, Competitors)

Question 2/5

How do you identify customers?

Question 3/5

What activities do you want to track?

Question 4/5

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

Question 5/7

Who will be using the new system?

Section 3: Sales

Question 1/6

Define the sales organization including hierarchy

Question 3/6

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

Question 4/6

How do you define a “lead”?

Question 5/6

How do you track and record leads?

Question 6/6

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

Section 4: Marketing

Question 1/6

Define the marketing organization, including hierarchy

Question 2/6

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

Question 3/6

How do you plan and budget your marketing campaigns?

Question 4/6

Do you manage Sales Literature and Collateral?

Question 5/6

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

Question 6/6

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

Section 5: Client Service

Question 1/5

Please provide a brief description of your existing client services organisation

Question 2/5

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

Question 3/5

Describe the lifecycle of a service request

Question 4/5

Do you want customers to self serve?

Question 5/5

How do you measure service performance?