What ERP solution do you currently use:
Please Select ERP
MYOB
Sage Accpac
Microsoft Dynamics AX, NAV, GP
Attache
Epicor
Custom
Other
If other ERP solution please state:
What CRM solution do you currently use:
Please Select CRM
None
Sage
Salesforce
Seible
Act
Goldmine
Microsoft CRM
What do you like about your
current ERP or/& CRM system?
What are your top three challenges with your existing ERP & CRM solutions?
What are the top three must have’s
in your ideal ERP or CRM solution?
Number of employees in your company?
Annual Turnover?
Are you looking to move?
YES
NO
If "yes", which solution?
CRM
ERP
Other
When are you looking to move?
Please Select Time Frame
3-6 months
6-12 months
1-2 years
over 2 years
Would you consider looking at the
Microsoft ERP or CRM solutions
ERP
CRM tick
Do you have or use any special
software for your industry
YES
NO
If yes, please explain its function (i.e.
Point of Sale, Logistics or Manufacturing)
Are you looking to upgrade or
replace this industry solution?
YES
NO
Do you have any specific reporting requirements
Are you using any document
management tools eg Share Point
Do you require a Document Output
Management tool eg report Design/
distribution tools
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Full Name
Position
Company Name
Company Address
Contact Phone Number
Mobile Number
Email Address