07/03/2009 08:28:19 PM
Tel: 1-978-722-2108


Free Sales Force Automation / CRM Quotation

Sales Force Automation / Customer Relationship Management Questionnaire.

Submit the information below to receive a quotation for SFA / CRM solutions
from UltraVision.


Contact
Company
e-mail
Telephone
Best Time of Day to Reach Day
Evening
Address
City
State
Zip
Industry
Number of Employees

If you are having any difficulty filling out the form please contact us at 1-978-662-3172 for assistance.

1.What are the main function(s) you would like this sales or contact management software to perform?
Lead Tracking/Management
Contact Tracking/Management
Sales pipeline/forecasting analysis
Sales results analysis
Contract status and storage
other:
2. Including employees across all departments (sales, marketing, customer service, IT, etc.), how many people will need access to this system?
1-5
6-10
11-20
21-30
31-50
51-100
101-200
+200

3. Are you planning to increase the number of users of the system over the next few months?
Yes
No
Not Sure


4. Are you currently running any sales tracking, contact managment, or lead tracking software?
No - We do not currently use any tracking product
Yes - A customized or self developed product
Yes - A professional 3rd party product
brand:

5. When do you plan to implement the new sales system?
Immediately
Within 2 Months
Within 2-4 Months
More than 4 Months

6. What type of system do you want.
Hosted (ASP) system
Client-Server Application
Not Sure - Please Advise

7. Do you have employees outside of the office that need to access the system?
Yes - We have employees outside the office who will interact with the system.
No- Employees can only access from the office.

8. Will you need this sales or contact management software to interact with any other software?
Not Sure
No need to integrate with any other software or systems.
Yes - Accounting or finance software
Yes - Document management system
Yes - Lead generation services
Yes - Website
Yes - Outlook, Lotus Notes, or other e-mail system.
other:
9. Please describe any further details regarding your system.
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