Welcome to your CRM Need Qualification Assessment
Q1. How many employees will actively use the CRM?
Q2. Do you operate as a single company or multiple companies/entities?
Q3. How do you currently manage customer relationships and sales data?
Q4. How fast are you planning to go live with CRM?
Q5. Do you require CRM customization (workflows, dashboards, integrations)?
Q6. Which CRM modules are most important to you?
Q7. How important is data security & compliance (server control, privacy)?
Q8. How frequently do you expect to scale users (add new licenses)?
Q9. Do you need multi-company / multi branch CRM use?
Q10. Where would you prefer to host CRM?
Q11. Which payment model suits you best?
Q12. Do you have in-house IT staff to manage servers?
Q13. What is your budget preference for CRM adoption?
Q14. How critical is CRM for your business growth in next 2 years?
Q15. Who will make the CRM purchase decision?
