CRM Dynamics
helps clients to grow by identifying gaps in their current processes. We then provide business and systems expertise to close the gaps and increase sales. The following survey is a diagnostic tool that will allow you to measure your organization's current sales and marketing processes against industry best practice. We provide ratings and descriptions after the survey so as not to skew results during the diagnostic process.
First name:
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Last name:
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Company name:
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Phone number:
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Email
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Marketing Communications
Does Marketing utilize the same database as Sales for outbound campaigns?
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Yes
No
Do you have visibility to email opens, clicks etc. from within your CRM?
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Yes
No
Are outbound email responses scored? Do these generate Opportunities and Leads automatically?
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Yes
No
Do you have visibility to Lead follow-up timings and results?
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Yes
No
Do you have the ability to see campaign ROI within your CRM?
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Yes
No
Nurture Marketing
Do you have a way of nurturing potential customers without engaging outside sales?
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Yes
No
Do you have a digital media strategy to drive prospects to your web site?
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Yes
No
Web
Rate the effectiveness of gated content on your web site where customers self-identify to receive valued content.
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Very poor
Poor
Not that bad
Fair
Average
Almost good
Good
Very good
Excellent
Perfect
If applicable, is the gated content resulting in a significant number of Leads?
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Very poor
Poor
Not that bad
Fair
Average
Almost good
Good
Very good
Excellent
Perfect
Do you see all web traffic in your CRM?
Yes
No
Is web interaction with individual prospects tracked and scored?
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Yes
No
Do you automatically promote web activity to leads based on scoring metrics?
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Yes
No
Sales
For opportunities, do you track days open, days at sales stage, days at each stage?
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Yes
No
Is your sales methodology built into your sales system?
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Yes
No
Ratios
Does your organization track leads to qualified opportunity conversion?
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Yes
No
Does your organization track qualified opportunity to proposal conversion?
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Yes
No
Does your organization track proposal to closed deals?
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Yes
No
Leads
What is the average Lead follow-up time?
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5 minutes
10 minutes
30 minutes
1 hour
4 hours
1 day
2+ days
Other relevant information
What industry are you in?
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How would you rank your Sales Cycle Complexity?
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Low
Medium
High
How many outside sales reps does your organization have?
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How many inside sales reps does your organization have?
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