System Usage Assessment Survey
Full Name
*
Organization Name
*
Designation/ Role
*
How would you rate your overall experience with the new CRM system on a scale of 1 to 10?
On a daily basis, how frequently do you use the CRM system?
Multiple times a day
Once a day
A few times a week
Rarely
Have you completed training for the Conversation module in our CRM system?
Yes
No
Do you feel adequately trained to use the Calendar module for appointment setting in CRM system?
Yes
No
Have you been sufficiently trained on managing contacts, including adding, editing, and deleting contact information?
Yes
No
Are you confident in your understanding of the Opportunities module & trained to create and update sales opportunities within the Module?
Yes
No
Have you completed the necessary training to effectively utilize the Marketing module & able to create and manage marketing campaigns/ Templates/ Social planners/ Emails/ Snippets etc?
Yes
No
Have you been properly trained on setting up and executing automated workflows within the Automation module?
Yes
No
Are you confident in your ability to manage website content, Forms, Surveys, and integration using the Sites module?
Yes
No
Have you received adequate training on monitoring and responding to online reviews within the Reputation module?
Yes
No
Do you feel well-prepared to generate and interpret reports using the Reporting module?
Yes
No
Are there any specific areas or functionalities for which you would like additional training?
On a scale of 1 to 5 , How would you rate your overall satisfaction with the training you received for System modules?
1
2
3
4
5
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