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How does it work
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Contact Donal
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hello@askdonal.com
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ATU iHub, Westport Road,
Castlebar, Co. Mayo, Ireland.
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Match with a CRM software that fits your needs
What is the nature of your business?
(Industry, services/products offered)
How large is your company?
(Number of employees, teams, and locations)
What is your current customer base size?
(Estimate of clients/customers served)
Are you currently using a CRM system?
(If yes, specify the CRM name and version)
What do you like about your current CRM?
(Features or aspects that work well for your business)
What are the pain points with your current CRM?
(E.g., cost, complexity, lack of features, poor integration)
What is your primary objective for using a CRM?
Lead management
Pipeline tracking
Customer support
Marketing automation
Reporting
What specific challenges are you trying to solve with a CRM?
Poor communication
Lack of organization
Missed follow-ups
What key metrics are you looking to improve with a CRM?
Sales conversion rates
Customer retention
Team productivity
What features are most important to your business in a CRM?
Lead tracking
Email integration
Reporting
Mobile app
Customizable workflows
Do you need industry-specific features?
Legal case tracking
Real estate client tracking
Are there any advanced features you’d like to explore?
AI-driven insights
Predictive analytics
Chatbots
How many team members will use the CRM?
(Include departments like sales, marketing, customer support)
What level of technical expertise does your team have?
Beginner
Intermediate
Advanced
Do you need a CRM that facilitates remote collaboration?
(Especially relevant for hybrid or remote teams)
What is your budget for a CRM system?
(Provide a monthly or annual range)
Do you prefer a free or low-cost option, or are you open to premium CRMs?
(Helps tailor the recommendation)
What is your timeline for implementing a new CRM?
ASAP
1-3 months
3-6 months
6+ months
What tools or software do you currently use that the CRM must integrate with?
(E.g., email platforms, accounting tools, project management software)
Are you looking for a CRM that works with your existing tech stack or considering changing other systems?
(Ensures compatibility or opportunity for upgrades)
What type of reports or analytics are most valuable to you?
Sales performance
Customer trends
Marketing ROI
Do you need automated reporting?
(E.g., weekly email reports, custom dashboards)
Are there any KPIs you want the CRM to track automatically?
(E.g., deal closure rates, email engagement rates)
What level of support do you expect from your CRM provider?
24/7 support
Email/chat support
Dedicated account manager
Do you need training for your team?
(Yes/No, type of training preferred)
Do you prefer self-service documentation or guided assistance?
(E.g., help center articles vs. live support calls)
Is your business planning to grow significantly in the next 1-5 years?
(Helps determine scalability needs)
Would you need a CRM that can scale with your growth?
(E.g., adding more users, upgrading to advanced features)
Are you interested in exploring additional tools, such as marketing automation or customer service modules?
(Highlights interest in CRMs with broader capabilities)
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What type of Software are you looking for recommendations for?
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