Your CRM project form Tell us about you and your organization Email * Your first name * Your last name * What is your organization's name? * What does your organization do? * Who are the decision makers for this project? * What budget have you allocated for this project? Be honest and we will tell you what we can and can't do. * Under $5000$5,000 to $10,000$10,000 to $15,000$15,000 to $20,000$20,000 to $30,000Over $30,000 What are we doing?Give us your main reasons for needing a new data management system. What do you currently use a CRM/Client data management that this project will replace? * Spreadsheet (e.g. Excel, Google sheet)SalesforceHubspotMicrosoft DynamicNothingOther CRM Other CRM/Client management system What are you feeling frustrated with your current data management system? * It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. That is goals that are specific, measurable, achievable, relevant and time-bound. With this in mind, what are the top 5 business needs of your new CRM/Client data management system? (e.g. Automate workflow, save employees time, focus more on taking care of your programs/clients, generate reports for grant applications faster, etc) * Is there anything about your current CRM data management system that serves the business well and if so, why? * What does your future success look like after having the right client data management sytem? Submit Your CRM project form Tell us about you and your organization Email * Your first name * Your last name * What is your organization's name? * What does your organization do? * Who are the decision makers for this project? * What budget have you allocated for this project? Be honest and we will tell you what we can and can't do. * Under $5000$5,000 to $10,000$10,000 to $15,000$15,000 to $20,000$20,000 to $30,000Over $30,000 What are we doing?Give us your main reasons for needing a new data management system. What do you currently use a CRM/Client data management that this project will replace? * Spreadsheet (e.g. Excel, Google sheet)SalesforceHubspotMicrosoft DynamicNothingOther CRM Other CRM/Client management system What are you feeling frustrated with your current data management system? * It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. That is goals that are specific, measurable, achievable, relevant and time-bound. With this in mind, what are the top 5 business needs of your new CRM/Client data management system? (e.g. Automate workflow, save employees time, focus more on taking care of your programs/clients, generate reports for grant applications faster, etc) * Is there anything about your current CRM data management system that serves the business well and if so, why? * What does your future success look like after having the right client data management sytem? Submit
