CRM Implementation Kickoff — Neon Cartel - Digital Solutions to Power Your Business

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CRM Implementation Kickoff

Please take some time to answer the following questions and provide as much detail as possible. In-depth responses give us the ability to build a robust solution that will streamline your business operations, and unlock data to give you powerful business insights.

Company *

Which platform is your website built on? *

How many people in your organisation will need to use the CRM? *

Consider your sales team members, customer service team and management who may need access to dashboard and reporting.

Which roles / functions will be required *

Select all that apply

Sales (deal tracking)

Marketing (email campaigns)

Customer Service (support ticket management)

Management (dashboards and reporting)

I need help deciding

Who is your email provider? *

Which email client does your organisation use? *

Which internal messaging and communication platforms does your organisation use? *

Select all that apply

Slack

Microsoft Teams

Zoom

GoToMeeting

None

Other

I'm not sure

I would like help implementing one

Which accounting platform does your organisation use? *

Will you be migrating customer data from another CRM? *

If yes, please provide details such as the CRM platform name, and the type of data ie: Sales deals, Customer Contacts etc.

Will you be wanting to import customer data from a spreadsheet? *

If yes, please provide details regarding how many records, and what type of records.

Which marketing and email platforms does your organisation use? *

Select all that apply

MailChimp

SurveyMonkey

TypeForm

Canva

Unbounce

Other

I would like help implementing one

Which document storage platforms does your organisation use? *

Select all that apply

Google Drive

Microsoft OneDrive

DropBox

Apple iCloud

SharePoint

I'm not sure

None

Other

I would like help implementing one

Is there anything else you would like to tell us?

Please share any additional information that will be helping in the planning of your new CRM. If there are new things that you would like to implement please also mention them here too.

Thank you for completing the implementation kickoff questions. We will review the details and contact you if we have any additional questions.

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