Best Fit CRM Analysis

The Report

Best Fit Needs Analysis Front

The first page of your report will reiterate your answers and discuss what type of CRM you should look for based on company size, industry, and direction of business.

Best Fit Needs Analysis Back

Our consultants will then take this data, make general recommendations and suggest three CRM solutions that would best fit your business. You will also be provided with a total cost of ownership chart to compare relative costs.

Best Fit CRM Analysis

Please complete the brief profile below to the best of your knowledge. We will use the information you provide to create your personalized Best Fit CRM Analysis. The analysis will tell you the CRM characteristics most important to your organization and recommend three best fit solutions.

You can expect to receive this report by mail in 5-7 business days.

Contact Information

Name: *

Organization: *

Email: *

Phone: *

Zip Code: *

1.) Industry:

2.) Please Describe the products/services your organization offers:

3.) Total Number of Employees: *

Sales: *

Service & Support: *

Marketing: *

Management: *

4.) Are you currently using anything for CRM? If no enter no, if yes please enter the system you are using.

5.) Do you have a preference of a hosted or on-premise solution? * HostedOn-premiseNo preference

6.) Do you have mobile users? YesNo

7.) Are you currently executing marketing campaigns? YesNo

What goals are you trying to accomplish with your CRM initiative?

Please have a consultant contact me to provide further CRM selection advice and independent analyst information.

Disclaimer: The Best Fit CRM Analysis is only intended for potential users of the CRM system. Best Fit's requested by IT, sales, marketing or strategy consultants for potential clients will not be performed. If you would like us to perform a Best Fit for your potential clients, please contact us and we can arrange a document with your logo and other branding elements.

Technology Advisors, Inc.