Which CRM Is Best For You?

Answer The Questions Below To Find Out

How many full-time employees do you have?
How many of those employees will need access to your CRM/sales enablement/marketing automation platform?
Which departments will need access? (Choose all that apply.)
How many contacts do you have?
How many emails will you send per month?
How long have you used a CRM?
Do you need your CRM to generate quotes and/or proposals?
Do you or will you sell a subscription service that requires recurring billing?
How often do you send an email broadcast and/or newsletter?
Do you leverage direct mail for marketing, sales, and/or customer retention?
Will you be selling online?
How do you leverage SMS or Text messages to grow your business?
How do you use voice broadcasts to stay in touch with your prospects and clients?
Will you be granting access to premium content such as reports, videos, MP3s, etc?
How important is mobile access?
How important is sales automation?
How important is marketing automation?
Will you be selling through affiliates?
What is your average sales cycle?
How do you drive traffic to your website or place of business?
What is the size of your average sale?
What is the lifetime value of a customer?
Are referrals a large source of your current business?
How comfortable are you with technology?
How coachable are you?
What is your budget for CRM and automation software?
What is your preferred desktop operating system?
What type of smartphone do you use?
On what CMS does your website run?
Lastly, I may follow-up with a few people personally to learn a little more about your situation...If you'd be open to chatting for a few minutes, on the condition I PROMISE not to try to sell you something—please leave your name and email below. (Also, if you'd like to get a shout-out when I write about new CRMs—please leave your contact info below as well...) Thanks so much!!
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