Customer Relationship Management Needs Assessment

Camisa Technologies partners with both Microsoft Dynamics and Sage Software, two of the leading CRM software providers for small and medium size businesses. We support multiple offerings so that our consultants can listen to client's unique business needs and recommend the best software solution to match those needs.

Camisa Technologies' staff can work with you to help you define your requirements and ultimately help you make the best decision regarding a packaged CRM or custom software that fully supports your sales, marketing, customer service, and other customer-facing teams.

Please complete the following profile, and one of our Business Solution Consultants will contact you within 48 hours to discuss the results of your customized report.


1. How many employees are in your organization?
	1-10	11-50
	51-100	101-250
	251-500	500+

2. What is your current number of sales representatives?
	1-10	11-25
	26-50	51-100
	101+

3. What percentage of your sales representatives time is spent traveling?
	0-25%	26-50%
	51-75%	76-100%

4. How many Customer Service Agents do you have?
	0-20	21-40
	41-60	60+

5. How much time (hours) per week is spent by management generating critical decision making reports?
	1-5 Hours	6-10 Hours
	11-20 Hours	20+ Hours

6. How do you currently forecast sales?



7. Currently, how are your marketing campaigns run from beginning to end?



8. How are leads created and distributed among your sales organization?



9. How do you currently track the success of your organizations marketing campaign?



10. What is the decision time frame?
	<0-6 Months	7-9 Months
	10-12 Months	12+ Months

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