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Assessment Form for Business Needs
Let us know what you need and how we can help you with your business. Take the time to complete and submit the form below. We will analyze your needs and respond to you within 5 business days or sooner. We will give you our advice FREE and provide a business development plan that will fit within your budget.
Fields with * are required.
First Name:
*
Last Name:
*
Your Position/Title:
*
Your Company Name:
*
Phone Number:
*
Company Website Address:
*
Email Address:
*
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:
Business Sector:
Present Business Phase:
Which situation most applies to your business today?
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?
 
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Call 604-730-9801 or Toll-FREE 1-877-922-4357 or click on the GoToMeeting button below to connect with us now.
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