BUSINESS PROCESS AUTOMATION/CRM/ERP EVALUATION

Date Completed *

Full Name

Business Name

Email *

Phone *

For each question, please select the answer that most correctly assesses your company's current practices.

PA #1: We have clearly defined and documented processes for most of our core business functions. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

PA #2: We regularly review and update our business processes to improve efficiency. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

PA #3: We often find ourselves manually performing repetitive tasks that could be automated. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

PA #4: We experience delays and errors due to manual data entry and transfer. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

PA #5: We struggle to track the progress of tasks and projects across different departments. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

CRM #6: We have a centralized system for storing and managing customer information. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

CRM #7: We effectively track customer interactions (e.g., calls, emails, social media) across all channels. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

CRM #8: We use customer data to personalize marketing campaigns and improve customer service. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

CRM #9: We struggle to identify and prioritize sales opportunities. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

CRM #10: We lack insights into customer behavior and preferences. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

ERP #11: We have a single source of truth for all our financial data. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

ERRP #12: We can easily generate reports on key performance indicators (KPIs) for our business. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

ERP #13: We have a clear understanding of our inventory levels and production costs. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

ERP #14: We struggle to manage our supply chain effectively. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

ERP #15: We experience difficulties in integrating financial data with other business operations. *

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree