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First Name:
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Last Name:
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Your Position/Title:
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Your Company Name:
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Phone Number:
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Company Website Address:
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Email Address:
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Are you currently using a software system to manage your customer information?
Yes
No
If so, what is the name of the software?
In business since:
(enter year)
Number of offices or locations:
Number of sales staff:
Number of employees:
Business Structure:
(choose one)
Head Office
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Business Sector:
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Financial
Business Services
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High Tech
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Construction
Travel & Tourism
Personal Services
Present Business Phase:
(choose one)
Start-Up
Growth
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Which situation most applies to your business today?
(choose one)
Managing Existing Markets
Pursuing New Market Opportunities
Both of the Above
Briefly describe your key products and/or services:
Check the departments who will be using the CRM system within your organization:
Sales
Shipping
Administration
Marketing
Customer Service
Accounting
If other departments, then specify it here:
What is the driving need to invest in CRM software?
(check all that apply)
Reduce Cost of Sales
Improve Customer Service
Improve Sales Management
Improve Marketing Efforts
Increase Operational Efficiencies
Gain Control over Customer Information
Global Competitive Forces & Market Shrinkage
List 5 key features that you think is most important in a Customer, Sales, and Information Management system:
(list in order of priority)
1.
(most important)
2.
3.
4.
5.
(least important)
Where did you first hear about LookOut Software Inc?
(choose one)
Listing on a Search Engine
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