CRM Assessment Questionnaire

If you're new to CRM systems or considering YES Factory for your business, this questionnaire will help you understand how a CRM could work for you. By answering these questions, you'll identify key areas where a CRM like YES Factory can improve customer relationships, streamline processes, and help your business run more efficiently.

Section 1: Understanding Your Needs & CRM Readiness

1. How often do you engage with customer information (leads, contacts, etc.)? *

Daily

A few times a week

Rarely

Never

2. How comfortable are you with using new tools or software systems? *

Very Comfortable

Somewhat Comfortable

Uncomfortable

Very Uncomfortable

Section 2: Managing Leads & Contacts

1. How organized are your lead and customer contact details? *

Very Organized

Somewhat Organized

Disorganized

Not Organized at all

2. How do you currently track and follow up with leads? *

I have a clear system in place

I try to track, but it’s not always effective

I rely on memory or basic notes

I don’t track leads or follow-ups consistently

Section 3: Streamlining Tasks with Automation

1. Have you used automation tools before (task automation tools, email automations, etc)? *

Yes, extensively

A little bit

Rarely

Not at all

2. How do you currently manage your sales tasks and customer service tasks? *

Very efficiently

Moderately well

Needs improvement

Disorganized or time-consuming

Section 4: Analyzing Your Business with Reports

1. How often do you review business performance or data to make decisions? *

Frequently (weekly or monthly)

Occasionally (quarterly)

Rarely

Never

2. How confident are you in using data to guide business decisions? *

Very confident

Somewhat confident

Not confident

I don’t use reports to guide decisions

Section 5: Integration & Customization

1. Do you currently use tools for tasks like marketing, invoicing, or email? *

Yes, I use several tools

I use a couple of tools

I only use one or two tools

I don’t use many tools at all

2. Would you be interested in a CRM that can integrate with your current tools and be customized to meet your business needs? *

Yes, definitely

Maybe, depending on the features

Not sure

No, I prefer to keep things simple

Name *

Phone *

Email *

What organization or company are you associated with? *