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CRM Systems Questionnaire

Customer Relationship Management (CRM) systems allow an entity to integrate its customer information into a single view in order to facilitate business with that customer and increase sales. As formalised CRM systems become more common many marketers will be using them to store some of their most critical business information.

A questionnaire has been designed to offer support in framing questions for an initial review of a CRM system. The questionnaire is intended to provide assistance in understanding an entity?s approach to CRM ? to focus information gathering so there is a better understanding of the client?s key customer relationship management issues.

To view the questionnaire please download the attached pdf (scroll down to the bottom of the page).

For a full 122 page report on CRM please see  Customer Relationship Management,
Volume 1.

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