What’s your average closed‑won deal size? *

Less than $10k

$10k–$25k

$25k–$50k

$50k–$100k

More than $100k

What best describes your role? *

VP Sales / Head of Sales / CRO

Head of Revenue Operations / Sales Operations

CIO / VP IT / Head of Systems

Founder / CEO

Other

Roughly how many employees does your company have? *

Under 10

11-50

51-250

251-999

1000+

What are you primarily using today to manage deals and pipeline? *

Salesforce

HubSpot

Microsoft Dynamics / Zoho / Pipedrive / / GHL / other modern CRM

ERP system (NetSuite, SAP, Oracle, etc.)

Spreadsheets / email / homegrown tools

Nothing formal yet

What’s the biggest issue with your current CRM/ERP setup right now? *

Forecast is off / no clear view of what’s really in the pipeline

Reps don’t use it properly / low adoption

Data is a mess (duplicates, missing fields, inconsistent)

We outgrew the current setup and it doesn’t fit how we sell anymore

Honestly, it’s working fine for us right now

Which best describes your plans for CRM/ERP implementation? *

We’re actively looking for partners to help us in the next 3 months

We’re actively looking for partners to help us in the next 4–6 months

We know we need to fix / revamp this in the next 6–12 months

We’re exploring options, but no clear plan or budget yet

We have no plans or budget for this right now

Roughly what percentage of qualified opportunities do you close? *

Less than 10%

10–20%

20–30%

More than 30%

How much do you trust the data in your CRM/ERP to make decisions? *

I don’t trust it – we double‑check in spreadsheets or gut

Somewhat – we spot‑check and adjust a lot

Mostly – we can rely on it for most decisions

Completely – we run the business off it with confidence

First Name *

Last Name *

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