Sales & Marketing Questionnaire

Tell us how your sales and marketing runs today and where it needs to improve.

Email (optional — so we can confirm we received this)

Company Name

Primary Contact

Other Attendees (optional)

Date & Time (optional)

Type (optional)

Areas of interest (optional)

Sales & Marketing (optional)

Operations (optional)

Resident Lifestyle (optional)

Extreme Reporting (optional)

What are the most important aspects you would like to see: (Social Collaboration, Website improvements, Sales) (optional)

What do you have in your current system that is absolutely required in any new system you consider? (optional)

What components of your current system would you like to avoid in your new system? (optional)

Due to the fact you’re looking for a new system, there must be new functionalities, processes, benefits that you are looking to achieve with the change. What are the most important benefits / functions that you are looking for? (optional)

What is the business stage of your community? (New, established, recently renovated) (optional)

What are the main lead sources? (optional)

How does a customer contact you to get information? (optional)

How are prospects recorded and tracked? (optional)

Do you have competitors? (optional)

How do you track their offerings? (optional)

Do you track results by competitors? (optional)

Do you have sales literature (either your competitors’ or information you’ve created) that helps address customer concerns during sales? (optional)

Do you associate competitors with products/services of yours to understand how they compete? (optional)

Who should maintain competitive information? (optional)

What things need to change to make sales more effective? (optional)

What things need to stay the same? (optional)

What sales reports are used? Desired? (optional)

Are there corporate reporting requirements? (optional)

How do you plan and budget your marketing campaigns? (optional)

How do you track marketing costs, activities and schedule for each campaign? (optional)

What are your current most productive marketing tools? (optional)

Do you have a nurture campaign-newsletter program or regular e-letters? (optional)

Does your community have special focus? How does your marketing reflect this specialty? (optional)

What types of reports are used in relation to marketing automation? (optional)

What marketing literature do you use? (optional)

Project Team (optional)

Attach files (optional)Images, PDFs, Office documents or a zip file, up to 10MB each.