SFA / CRM Needs Assessment
		Building a Sales Force Automation (SFA) or Customer Relationship Management (CRM) system that works for you quickly and painlessly is a challenging task. Why do most CRM programs fail the first time? Because companies focus on the software more than on the reasons they need the software. No two companies are alike and there is no such thing as a great off the shelf CRM solution. Tech.Sell would like an opportunity to help you get started and potentially earn your business. The following needs analysis can help us help you match your specific requirements to a solution that will work for you. The 20 questions take most people less than 3 minutes to answer. To get more from the survey, print it out and get feedback from the entire team who will be using the system. An experienced Tech.Sell CRM consultant will contact you to discuss and demonstrate solutions that match your needs and budget. If through this process, you feel that Tech.Sell's 12 years of experience can help you achieve your goals then we would welcome you as a customer.   Thanks for your time and interest. Rick Mignano President

Please select the importance of each of the following criteria.

1. Single shared customer database.

Critical     Important    Nice to have    Not Important

2. Ability to access data from smartphones or handhelds.

Critical     Important    Nice to have    Not Important

3. Ability to send e-mails from your CRM program.

Critical     Important    Nice to have    Not Important

4. Shared corporate calendar.

Critical     Important    Nice to have    Not Important

5. Easy access to e-mails and document links as part of customer record.

Critical     Important    Nice to have    Not Important

6. Develop and capture complete history of customer calls and activities.

Critical     Important    Nice to have    Not Important

7. Tracking leads to Closure.

Critical     Important    Nice to have    Not Important

8. Follow a sales process (Solution Selling, Spin Selling, Sandler, etc.)

Critical     Important    Nice to have    Not Important

9. Ability to develop predictable sales forecasts.

Critical     Important    Nice to have    Not Important

10. Automated follow up system.

Critical     Important    Nice to have    Not Important

11. Timely reports on field activities.

Critical     Important    Nice to have    Not Important

12. Track ROI on marketing investments.

Critical     Important    Nice to have    Not Important

13. Ability to broadcast/send e-mails or faxes to targeted customer or prospects groups.

Critical     Important    Nice to have    Not Important

14. Provided stronger connection between inside and outside teams on customer opportunities and issues.

Critical     Important    Nice to have    Not Important

15. Track open and closed customer service issues.

Critical     Important    Nice to have    Not Important

16. Shared knowledge base.

Critical     Important    Nice to have    Not Important

17. Library of commonly used document and e-mail templates.

Critical     Important    Nice to have    Not Important

18. Ability to access customer information via the internet.

Critical     Important    Nice to have    Not Important

 19. Other critical or important issues not mentioned above.

Thank you for your time and interest.  We look forward to making a difference for you.