Questionnaire
to assess the potential benefits
of investing in a CRM

Identifying and rewarding the best salesperson boosts the team's performance and promotes healthy competition.

It helps you to retain your best talent and also adopt the best salesperson's winning practices across the team.

Identifying your top territory or region helps you devise specific revenue-boosting plans for that region.

For example, you can increase your marketing spend and add salespeople to that region.

You can also learn what worked well for that region and replicate it in nearby or similar regions.

Identifying the best email script helps you replicate its success for your entire team and improve response rates for all reps.

Use our AI-based email assistant to draft effective emails based on the context you provide.

Calls are different from emails. Some salespeople are better with emails, while others do well on calls.

With the call recording feature, you can listen to calls, identify best practices, and train your team.

Salespeople talk! They have the latest data about compensation plans across industries and peers.

If you want to retain your talent, you need the right data and tool to design compensation plans that beat your competitors.

If you have the best compensation plans, you'll attract the best talent, too.

Your best customers are your best assets. They bring you more customers through referrals.

They bring you new revenue with more orders. Keep in touch with them and get alerted when they have problems.

Retaining customers is the key to business growth. Proactive customer support is effective when you know your customer as well as you know yourself.

A 360-degree view shows you all of your customer interactions across different channels, all in one place.

When you talk to customers, they don't need to explain themselves—because you already know them.

You've surely heard that acquiring new customers is seven times more costly than retaining existing customers.

If you're a car dealer and sell a car, that customer may only buy accessories from you if you proactively reach out to them with relevant product recommendations.

When you have a large sales team, it's hard to analyze all your data and make the correct decisions.

Hiring more sales managers to sift through data isn't easy when the economy is not going well.

AI works in the background to make your decision-making faster and more intelligent.

Imagine a customer reaches out to your salesperson via phone at 11:00 AM, to your support desk at 2:00 PM, and to you directly via SMS at 4:00 PM.

If you or your team can't see all three conversations in one place, can you have a meaningful conversation with the customer at 5:00 PM to solve their problem?

Omnichannel communication ensures that customers can reach out to you through any channel they prefer, but you still have a complete picture on your end. No gaps in communication!

Should you keep hiring people to serve your growing number of customers? Maybe. Instead, you could empower your customers, contractors, and new employees to serve themselves.

Enable them with portals and journeys, where they have the information and guidance they need to accomplish what they need.

After all, they log into Amazon and order things for themselves without ever meeting an Amazon employee!

Maybe you already use accounting software that has all your customer order data and email software that has all your customer conversations.

If you want your CRM to help you sell more and retain your best customers, you want it to work seamlessly with your email and accounting software.

It should also integrate with any new software you add in the future.