Questionnaire: Customer Relationship Management

Lead to Quote	☐ In Scope ☐ Out of Scope
#	Question	Answer
1	Will you be loading leads through csv import? Do you have an integration for lead generation?	☐ Manual, CSV ☐ Integration
2	Do you need to sales territories and automatic routings configured?	☐ No ☐ Yes, define routing rules: ___________________
3	The standard online lead form will be configured without HTML. Is HTML configuration required?	☐ Yes, explain: _________________ ☐ No, explain:
4	How many reps will be set up?	☐ <20 reps ☐ 21-50 reps ☐ 51 reps >, Requires scoping call
5	Do you plan to create quotes in NetSuite or do you use a third party software or quoting tool?	☐ NetSuite Quotes ☐ External quoting tool
6	Do you need a customer facing estimate/quote template? If so, please provide a sample	☐ Yes, quotes will be sent using a specific format ☐ Yes, quotes will be sent but the NetSuite format is sufficient ☐ No, quotes are for internal tracking only
7	Do you manage sales rep quotas?	☐ Yes these are tracked ☐ No quotas will be used
8	Will you be using the customer center?	☐ Yes, standard ☐ Yes, premium. Requires scoping for MyAccount. ☐ No
9	Do sales reps need to log their time or expenses?	☐ Yes, requires scoping ☐ No
10	Localization: Are there other sales processes in other countries or regions that will require different configuration? Such as: Approval routing for opportunitiesSpecial item selections per regions Special forms per region	☐ Not applicable ☐ All regions will share the same lead to quote process ☐ Regions have different local requirements. Scoping call Required.

Marketing to ROI	☐ In Scope ☐ Out of Scope
#	Question	Answer
1	How many target campaigns do you send monthly?	Enter Quantity:
2	What is the size of the largest group of people to receive marketing emails?	☐ < 10,000 ☐ 10,001 >
3	Do require promotions codes tracked by marketing campaigns?	☐ Yes ☐ No
4	Do you require custom campaign reporting	☐ None ☐Yes: sample provided

Call to Resolution	☐ In Scope ☐ Out of Scope
#	Question	Answer
1	How many different email addresses do you use for email case capture?	Enter quantity:
2	Do you require an online form for customers to submit cases?	☐ Yes, standard form ☐ Yes, customized HTML form. Requires scoping ☐ No
3	Do you capture time on cases worked? Do you need to bill that time back to client?	☐ Yes, requires scoping ☐ No
4	Do you keep a repository of support topics (knowledge base) to help with case resolution?	☐ Yes ☐ No
5	Does your support organization maintain a knowledge base for information about the products you offer?	☐ Yes ☐ No
6	Do you need to automate the escalation of support cases? Do you have SLA’s?	☐ Yes: describe: ☐ No
7	How many subs require escalation rules?	☐ Up to 3 ☐ More than 3, requires scoping
8	How many users will be using case management?	☐ < 50 ☐ 51 >, requires scoping
9	Will you be using the customer center to enter cases?	☐ Yes ☐ No
10	Do you need to track issues?	☐ Yes ☐ No

Any Additional Notes

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