Your name: Company name: Email: Phone number: Do you use a CRM (Customer Relationship Database) now?YesNoTrying to decide What CRM do you use?Please select... Abiila BasicFunder CivicCRM Databank DonorPerfect Donor Snap eBase eTapestry Insightly Luminate Neon NonprofitBooks Office NonProfitEasy Paradigm RaisersEdge Salesforce SugarCRM Trailblazer Other None How many potential users would need a CRM?Please select... 1 2-5 6-10 10-25 25+ How many customers and prospects do you have?Please select... 0-100 101-250 250-1000 1000+ Where is your data currently stored? (Select all that apply) Microsoft Excel Microsoft Outlook Other CRM My Phone My Head Other Current Contact Management Issues (Select all that apply) Follow-up Frustration Sales Cross-Selling Territory Battles Lead Management Sales Turn Over No Reporting Have No System What departments would use a CRM? (Select all that apply) Sales Marketing Management Executives Service Are there any other systems you would like to integrate with your CRM? Overall, what are you looking to accomplish with a CRM? How can we contact you?Please select... Email Phone Just saying hello What is a convenient time to call you?MorningNoonAfternoonEvening Need assistance with this form?
