Company Name *

Primary Contact *

Other Attendees

Date & Time

Type

Areas of interest

Checklist

Sales & Marketing
Yes No

Operations
Yes No

Resident Lifestyle
Yes No

Extreme Reporting
Yes No

Other Information

What are the most important aspects you would like to see: (Social Collaboration, Website improvements, Sales)

What do you have in your current system that is absolutely required in any new system you consider?

What components of your current system would you like to avoid in your new system?

Due to the fact you’re looking for a new system, there must be new functionalities, processes, benefits that you are looking to achieve with the change. What are the most important benefits / functions that you are looking for?

Organization & Sales Process

What is the business stage of your community?

(New, established, recently renovated)

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Sales Cycle

What are the main lead sources?

How does a customer contact you to get information?

How are prospects recorded and tracked?

Competitors

Do you have competitors?

How do you track their offerings?

Do you track results by competitors?

Do you have sales literature (either your competitors’ or information you’ve created) that helps address customer concerns during sales?

Do you associate competitors with products/services of yours to understand how they compete?

Who should maintain competitive information?

Evaluation

What things need to change to make sales more effective?

What things need to stay the same?

What sales reports are used? Desired?

Are there corporate reporting requirements?

Marketing Automation

How do you plan and budget your marketing campaigns?

How do you track marketing costs, activities and schedule for each campaign?

What are your current most productive marketing tools?

Do you have a nurture campaign-newsletter program or regular e-letters?

Does your community have special focus? How does your marketing reflect this specialty?

What types of reports are used in relation to marketing automation?

What marketing literature do you use?

Project team knowledge assessment

List the project team members who will participate in the engagement and their relative level of experience with the following products and technologies. Please note the knowledge level as None, Beginner, Intermediate, or Expert.

Name

Role

CRM Experience

MINI CART ITEMS

Sales & Marketing Business Process Questionnaire