CRM software survey template

A customer relationship management software (CRM) allows organizations to effectively manage and develop relationships with customers and prospective customers. As a result, your organization’s use of the software directly impacts the experience of your most important audiences.

To ensure that your organization sees value from using your CRM, use our 6-question survey template. Once responses come back, you can identify the right training opportunities for different teams and get an overall sense of how your CRM is performing.