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Salesforce Implementation Questionnaire

The form below will help our team provide the best SalesForce implementation process for your organisation.

Please provide as much detail as possible as the information provided in this questionnaire can form the scope of works and be used to reference during the implementation of Salesforce.

Contact Information

Name*

First

Last

Role*

Preferred contact method*

Email address*

Phone Number*

Engagement Goals

Company goals*

Company structure*

Project Goals*

Sales Team

Structure, positions and size of the team:*

Summary of customers and types of relationship with your company*

Summary of sales process*

Summary of products or services offered*

Existing tools or technology used*

What are you key reports or metrics*

Management

Challenges with the existing sales process?*

Describe your ideal Sales processes?*

What will make this project successful?*

I.T

What data needs to be imported in Salesforce?*

Where is this data stored and how often does it need to be updated?

Quality of your data, and does this need review/refinement?*

Integrations with other data sources/systems?*

Additional reporting requirements*

Engagement and Support

How technology savvy is your team?*

What kind of support will they need to get comfortable with new technology?*

Privacy*

I have read and accept the Privacy Statement and Terms of Service.

This field should be left blank

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Salesforce Questionnaire

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Salesforce Implementation Questionnaire

Company Information

Contact Information

Engagement Goals

Sales Team

Management

I.T

Engagement and Support

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