Take this quick little test to see in what areas your company can benefit
most from implementing a CRM application.
After you have completed all of the questions, take a look at the
number of "Yes" answers. The more you have in each area, the more benefits
you could receive.
Of course, we would be happy to discuss your results with you, and answer
any questions you may have. For more information contact
Alan Ogilvie at info@computerworks.bc.ca or 604-552-4008.
Corporate
Yes
No
1. Does your company have separate accounting, sales, marketing and customer
support databases?
2. Do many people in your company use paper-based calendars/day timers or stand
alone calendaring tools like Outlook?
3. Does your company have limited ability to track e-mails sent to prospects/customers
etc?
4. Does your organization have a high percentage of sales and general administrative
expense?
5. Is there a feeling that no one really knows what anyone else is doing,
or where the team is in sales and quota?
6. If your company has a database, are there issues with users not capturing
the appropriate information?
Sales
1. Are forecasts done on paper/Excel so that the manager can
compile them manually?
2. Do managers or sales operations have to compile all the Excel spreadsheets
to create a report, which is only a snapshot of the past week's activities,
not the current picture?
3. Do remote sales people have their own databases that their manager or other team
members cannot see?
4. When salespeople leave or are terminated do they take their entire set of prospects,
leads, and referrals with them so that new sales people have no information and
have to start from the beginning?
5. Is your sales team prevented from directly accessing vital
accounting data like accounts receivable, credit limits, and balances?
6. Does your organization have a sales process that your sales teams are
supposed to follow but you have no way to enforce it?
7. Does your sales management team have issues with proactively managing
your sales pipeline and producing timely and accurate forecasts?
8. Do managers have sales reps completing call reports on paper, taking
them out of the field?
9. Are a large percentage of sales brought in late in the quarter and many
at a significant discount?
10. Does management spend substantial amounts of time fighting "fires" and
little time mentoring, training and coaching their teams?
Marketing
1. Are there issues with branding/consistent messaging occurring because everyone
has their own style of writing company letters, with their own letterhead and signature
files?
2. Are mailings done through the accounting database, and is most of that
costly marketing material being sent to, and thrown away by, purchasing
agents and accounts receivable people?
3. Does marketing have problems segmenting or targeting their prospects effectively?
4. Does marketing have issues with accurately measuring ROI on their programs?
5. Does it take several days or even weeks for trade show leads get into the system?
6. Are there concerns that those costly leads are adequately followed up and
marketed?
7. Are you sometimes slow to follow up with visitors to the company
web site?
Service/Support
1. Are customer service reps unaware of how much business the
client does when they take their calls?
2. Are customer issues and complaints not always resolved adequately
and in a rapid timeline?
3. Are complaining and angry customers the ones that escalate issues to
senior management?
4. Do clients often complain about poor levels of service/attentiveness?
Executive Management
1. Does management spend inordinate amounts of time try to get reports on the status
of the business?
2. Are poor decisions made based on old or inadequate data?
3. Does your management team have trouble knowing who your best customers
are?
4. Does your company have little or no insight to the current status of the
business?
5. Is information "hoarded" and kept secret by different departments
in the organization?
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Our
mission is to help our clients get the most from what technology has to offer ... help
select and implement the right systems for their business ... help support the people who
are using these systems ... and help ensure that these systems are up and running, always!
