Is Your CRM Keeping Pace with the Changing Times? (SugarCRM)

1. How effectively are you using your CRM to enhance customer relationships?

a. Very effectively. Our CRM serves as a centralised hub, enabling seamless communication and providing a comprehensive 360-degree view of customer interactions to foster strong relationships.

b. Effectively. Our CRM facilitates communication with customers and provides substantial insights to enhance our relationships.

c. Somewhat effectively. Our CRM facilitates communication with customers but lacks the complete insights and information necessary to fully enhance our relationships.

d. Not effectively. Our CRM provides limited insights, hindering our ability to build better customer relationships.

2. To what extent does your CRM optimise the critical areas of sales and marketing: Pipeline visibility, lead quality, and lead quantity?

a. Our CRM effectively optimises all three areas: Pipeline visibility, lead quality, and lead quantity.

b. Our CRM optimises most of these areas.

c. Our CRM optimises only some of these areas.

d. Our CRM does not effectively optimise any of these areas.

3. How much does your CRM integrate analytics?

a. Fully integrated. Our CRM seamlessly incorporates analytics, providing comprehensive insights.

b. Mostly integrated. Our CRM includes analytics, but some data and insights are missing.

c. Partially integrated. Our CRM offers basic analytics but lacks depth and detail.

d. Limited/No integration. Our CRM does not provide significant analytics capabilities.

4. To what extent is your CRM utilising Artificial Intelligence (AI)?

a. Our CRM fully integrates a wide range of AI features, significantly enhancing our capabilities.

b. Our CRM integrates several AI features, providing valuable enhancements.

c. Our CRM includes some AI features, but they are not widely utilised.

d. Our CRM has limited or no AI features, offering minimal enhancements.

5. How would you describe your CRM’s ease of use?

a. Our CRM is very user-friendly, with an easy setup, configuration, and daily use.

b. Our CRM is generally user-friendly, with minor challenges in setup, configuration, or daily use.

c. Our CRM is somewhat user-friendly, with some challenges in setup, configuration, or daily use.

d. Our CRM is not user-friendly, making setup, configuration, and daily use difficult.

This intelligent assessment is specifically designed to help you determine how SugarCRM can help transform your customer relationships.

Answer these simple questions and immediately get a detailed custom white paper that will highlight key areas where you

can improve your CRM, emailed directly to you.

1. How effectively are you using your CRM to enhance customer relationships?

2. To what extent does your CRM optimise the critical areas of sales and marketing: Pipeline visibility, lead quality, and lead quantity?

3. How much does your CRM integrate analytics?

4. To what extent is your CRM utilising Artificial Intelligence (AI)?

5. How would you describe your CRM’s ease of use?

Thank you for completing the assessment!