Relationship Management
Adresse e-mail *
In what range does your age fall? *
 Which of the following best describes your current employment status? *
 How many employees does your company have? *
With what industry is your company most closely affiliated? *
Which department do you belong to within your organization? *
What is your role level? *
Does your company use G Suite or  Office 362 (Email, Drive, Docs, Sheets, etc)? *
What types of tools do you use in your business to manage customer data? Select all that apply. *
Obligatoire
Do you use a CRM in your role? *
 How many different CRM tools have you used over the course of your career thus far?   *
When building customer relationships, which collaboration channels do you leverage with potential and current customers? *
In your sales/relationship cycle, which communication channels do you leverage with potential and current customers? *
Where do you track your interactions with existing customers today? *
Which of these processes currently require you to manually input data in your CRM? *
 How would you rate the effectiveness of your CRM in its ability to track customer relationship interactions?   *
Obligatoire
How often do you login to your CRM?   *
 How would you describe the pace of innovation over the past decade in CRM? *
What are the largest hurdles or challenges with your CRM today? Select all that apply. *
Obligatoire
Which teams do you collaborate with to move your customer relationships forward? Select all that apply. *
Obligatoire
 On average, how many of your teammates are involved with any given customer relationship?   *
Of the time you spend communicating with customers, what percent is done via Email?   *
Of the time you spend communicating with customers, what percent is done in Docs, Sheets, Drive, Hangouts, Slides, Calendar, etc (G Suite)?   *
How would you describe your experience with CRM in general? Select all that apply. *
Obligatoire
Rank the most important CRM integrations for maximizing your productivity, with number 1 being the most important and number 8 the least important on the bottom. *
G Suite
VoIP (e.g. RingCentral, 8x8,Vonage)
Video conferencing (e.g. Zoom, Hangouts Meet)
Marketing automation (e.g. Marketo, Mailchimp, Hubspot)
Project management tools (e.g. Asana, Trello, Wrike)
Support / Ticketing software (e.g. Zendesk)
Chat (e.g. Slack, Hipchat, Hangouts Chat)
Financial (e.g. Netsuite, Xero, Quickbooks, Intacct, Sage)
1
2
3
4
5
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7
8
Row 9
What kind of additional information do you need to build a stronger relationship with your customer? *
Obligatoire
Which tool empowers you to be the most successful in your job? *
What is your top business priority for the next year?   *
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