Customer questionnaire

Fill in the questionnaire below and get an assessment of your business model, as well as a concrete customized proposal for automating your systems

[{"lid":"1671144726822","ls":"10","loff":"","li_type":"nm","li_title":"Company Name ","li_req":"y","li_nm":"Name"},{"lid":"1671055805694","ls":"20","loff":"","li_type":"nm","li_title":"Your Name","li_req":"y","li_nm":"Name_2"},{"lid":"1667940279363","ls":"30","loff":"","li_type":"em","li_title":"Your Email","li_req":"y","li_nm":"Email"},{"lid":"1671055870076","ls":"40","loff":"","li_type":"ph","li_title":"Your Phone","li_nm":"Phone"},{"lid":"1671055725947","ls":"50","loff":"","li_type":"ta","li_title":"1. Do you currently have any CRM systems in your company? If yes, please list them.","li_rows":"5","li_nm":"1. Do you currently have any CRM systems in your company If yes please list them."},{"lid":"1671054477678","ls":"60","loff":"","li_type":"ta","li_title":"2. Do you have any processes automated at the moment? If yes, please list them.","li_rows":"5","li_nm":"2. Do you have any processes automated at the moment If yes please list them."},{"lid":"1671054503023","ls":"70","loff":"","li_type":"ta","li_title":"3. What processes would you like to automate? ","li_rows":"5","li_nm":"3. What processes would you like to automate "},{"lid":"1671054923567","ls":"80","loff":"","li_type":"rd","li_title":"4. Where do your clients come from, what platforms do you use? Please name the specific sources.","li_variants":"Website\nFacebook\nInstagram \nLinkedIn\nCalls\nGoogle ads\nYelp\nStreet advertising \nReferral programs\nOther:","li_radcb":"cb","li_nm":"4. Where do your clients come from what platforms do you use Please name the specific sources."},{"lid":"1671222855928","ls":"90","loff":"","li_type":"in","li_nm":"Input"},{"lid":"1671473835691","ls":"100","loff":"","li_type":"rd","li_title":"5. Do you use any software to accept online payments from clients? Please name the specific sources.","li_variants":"ZotaPay\nStripe\nSquare\nBraintree\nMerchant One\nHelcim\nOther:","li_radcb":"cb","li_nm":"5. Do you use any software to accept online payments from clients Please name the specific sources."},{"lid":"1671473853571","ls":"110","loff":"","li_type":"in","li_nm":"Input_2"},{"lid":"1671473969460","ls":"120","loff":"","li_type":"rd","li_title":"6. Through which platforms do clients make appointments? Please name the specific sources.","li_variants":"Google calendar\nSquare Appointments\nSetmore\nCalendly\nZoho Bookings\nMonday.com\nOther:","li_radcb":"cb","li_nm":"6. Through which platforms do clients make appointments Please name the specific sources."},{"lid":"1671473963744","ls":"130","loff":"","li_type":"in","li_nm":"Input_3"},{"lid":"1671054968497","ls":"140","loff":"","li_type":"rd","li_title":"7. In which application do you keep client lists? Please name the specific sources.","li_variants":"Any CRM\nClick up\nJira\nNotion\nGoogle Sheets\/Google docs\nWord\/Excel\nPaper format\nOther:","li_radcb":"cb","li_nm":"7. In which application do you keep client lists Please name the specific sources."},{"lid":"1671474088385","ls":"150","loff":"","li_type":"in","li_nm":"Input_4"},{"lid":"1671054978427","ls":"160","loff":"","li_type":"rd","li_title":"8. Are there applications in which employees perform tasks or communicate within the company?","li_variants":"Any CRM\nJira \nClickUp \nNotion\nSlack\nMicrosoft Outlook\nMessanger\nOther:","li_radcb":"cb","li_nm":"8. Are there applications in which employees perform tasks or communicate within the company"},{"lid":"1671054991496","ls":"170","loff":"","li_type":"in","li_nm":"Input_5"},{"lid":"1671474218520","ls":"180","loff":"","li_type":"rd","li_title":"9. Do you have a client mailing list? What sources do you use for it?","li_variants":"No, we dont have mailing list\nAny CRM\nMailchimp\nHubspot\nGoogle services \nOther:","li_radcb":"cb","li_nm":"9. Do you have a client mailing list What sources do you use for it"},{"lid":"1671474733436","ls":"190","loff":"","li_type":"in","li_nm":"Input_6"},{"lid":"1671055001190","ls":"200","loff":"","li_type":"rd","li_title":"10. Do you work with key indicator reports? If yes, where does the information come from? Please name the specific sources.","li_variants":"No, we dont work with key indicator reports\nAny CRM\nAnalytic apps\nInternal reports\nGoogle sheets\nOther:","li_radcb":"rb","li_nm":"10. Do you work with key indicator reports If yes where does the information come from Please name the specific sources."},{"lid":"1671474784937","ls":"210","loff":"","li_type":"in","li_nm":"Input_7"},{"lid":"1671055009646","ls":"220","loff":"","li_type":"rd","li_title":"11. Is there IP telephony for employees in your company? Is it possible to record the conversations with clients? If yes, what sources do you use for it?","li_variants":"No, we dont have IP telephony \nWe have IP telephony but do not record calls\nRingostat\nJustcall\nCRMpbx\nTwillio \nOther:","li_radcb":"cb","li_nm":"11. Is there IP telephony for employees in your company Is it possible to record the conversations with clients If yes what sources do you use for it"},{"lid":"1671474832482","ls":"230","loff":"","li_type":"in","li_nm":"Input_8"},{"lid":"1671055019368","ls":"240","loff":"","li_type":"ta","li_title":"12. What is the number of employees in your company?","li_rows":"5","li_nm":"12. What is the number of employees in your company"},{"lid":"1671055431677","ls":"250","loff":"","li_type":"cb","li_req":"y","li_label":"By clicking \u201cSubmit\u201d you state that you have read the\u00a0<u>Privacy Policy<\/u>\u00a0and consent to the processing of the personal data you have provided and to be contacted by us.","li_nm":"Checkbox"}]

Company

Services

Support

Kommo implementation
Phone system set
Workflow automation
CRM 3rd party integration
CRM marketing

About
Blog
Cases

Contact us

hello@salesautomators.com

Don't miss our updates

Get quote