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Free CRM Needs Assessment

Only the first six fields are required. However, the more information you provide, the more helpful we can be in assessing your need for Wintouch or any other CRM solution.

*Name:
*Company:
*Job Title:
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Attention:

1. What is your company's enterprise server?

AS/400
Unix
Linux
NT
Other

2. What is your company's primary need for Customer Relationship Management (CRM) software?

Integrating disparate customer service systems
Provide sales personnel with important data
Improve inefficient paper processes
Capture account and contact data better
Integrate with AS/400 or DB2/400 data
Track product or personnel performance

3. Who will be the primary users of the system?

  Number of outside sales people
  Number of inside sales people
  Number of customer service reps
  Number of tech support reps
  Number of administrative personnel
  Number of management personnel

4. Do you have AS/400 legacy applications (green screens) you would like to web-enable without additional programming or rewriting?

5. What other systems in your company run on the AS/400 platform?

ERP package:
      J. D. Edwards World
      J. D. Edwards OneWorld
      Epicor
      Macola
      Friedman Frontier
      MAPICS
      MAPICS XA
      BPCS
      PRMS
      CMS/400
      Other ERP Package(s):
Homegrown legacy systems
Accounting
Sales order entry
Inventory control systems
Return material authorization system
Manufacturing system
JDA
JBA
Daly.commerce
Lawson

6. What are the biggest problems you need to solve?

Customer Service:
      Lack of customer data
      Data from other systems
      Ability to enter orders
      Ability to see order status information
      Integration with the phone system (CTI)
      Ability to see green screen information

Sales:
      Remote access to customer information
      Sales, customer service & accounting need the same information
      Keeping track of sales activities by customer
      Forecasting reports
      Mail-merged letter capabilities

Management:
      Ability to track employee activities, efforts
      Ability to generate reports of activities, efforts
      Generating sales forecasts
      Custom segmentation, data mining
      Ability to access information remotely

Marketing:
      Market segmentation reports
      Email blast capability
      Generate mailing or calling lists
      Lead tracking
      Forecasting
      Target marketing

7. Do you need handheld access enterprise server data or applications?

8. What kinds of report generation do you anticipate needing?

Sales forecasts
Activities accomplished by employees or groups
Customer sales status reports
Status of accounts by geography
Searches by various types of contacts

9. What key types of fields do users need on the main screen?

(You will already see typical Account and Contact information.)
Sales from previous years/months/other periods
Inventory information
Previous problems, returned goods or issues
Routing, shipping or freight information
Specific products purchased in the past
Credit status (high credit amount, terms, holds, etc.)

10. When do you want to acquire CRM software?

11. Do you have a budget for a CRM solution?

12. How did you hear about Wintouch?

Other Search Engine, Web page or Directory: