First Name

Last Name

Email *

Phone *

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1.) Organization Information

Organization Name:

Industry

The Website

2.) Current System Evaluation

a. CRM Evaluation

Do you currently use a CRM system?

Yes

How satisfied are you with your current CRM system?

Very satisfied

Somewhat satisfied

Neutral

Somewhat dissatisfied

Very dissatisfied

b. CMS Evaluation

Do you currently use a CMS?

Yes

How satisfied are you with your current CMS?

Very satisfied

Somewhat satisfied

Neutral

Somewhat dissatisfied

Very dissatisfied

3.) Requirements:

Please select the features and functionalities you require from an all-in-one CRM and CMS solution

Contact management

Lead management

Sales pipeline management

Marketing automation

Email campaigns

Website content management

E-commerce capabilities

Analytics and reporting

Integration with other systems (e.g., email marketing tools, payment gateways)

Customization options

Mobile compatibility

User-friendly interface

Training and support

Other specific requirements

4.) Budget and Timeline:

What is your budget for implementing an all-in-one CRM and CMS solution?

When do you plan to implement the solution?

5.) Additional Information:

Is there any additional information or specific goals you would like to share regarding your CRM and CMS needs?

Please note that this needs assessment is a starting point and can be customized further based on more specific requirements and goals. Can you provide more input?