CRM Survey

Question Title

* 1. Are you currently using CRM (Client Relationship Management) software?

Yes it is part of our practice management system

We have a separate CRM package that is NOT integrated with our practice management system

We have a separate CRM package that IS integrated with our practice management system

We have CRM as part of our practice management system but we DO NOT use it

We do not have any CRM software at all

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* 2. What aspects of CRM DO YOU or WOULD YOU find useful?

	1 Not useful	2	3	4	5 Very useful
Database Management	Database Management 1 Not useful	Database Management 2	Database Management 3	Database Management 4	Database Management 5 Very useful
Bulk Email (Eshots)	Bulk Email (Eshots) 1 Not useful	Bulk Email (Eshots) 2	Bulk Email (Eshots) 3	Bulk Email (Eshots) 4	Bulk Email (Eshots) 5 Very useful
Filtering / segmenting functionality	Filtering / segmenting functionality 1 Not useful	Filtering / segmenting functionality 2	Filtering / segmenting functionality 3	Filtering / segmenting functionality 4	Filtering / segmenting functionality 5 Very useful
Opt-in / Opt-out check box for contacts	Opt-in / Opt-out check box for contacts 1 Not useful	Opt-in / Opt-out check box for contacts 2	Opt-in / Opt-out check box for contacts 3	Opt-in / Opt-out check box for contacts 4	Opt-in / Opt-out check box for contacts 5 Very useful
Analysis of eshot recipient activity (e.g. who has opened your e-shots, who has clicked on links in your eshots etc.)	Analysis of eshot recipient activity (e.g. who has opened your e-shots, who has clicked on links in your eshots etc.) 1 Not useful	Analysis of eshot recipient activity (e.g. who has opened your e-shots, who has clicked on links in your eshots etc.) 2	Analysis of eshot recipient activity (e.g. who has opened your e-shots, who has clicked on links in your eshots etc.) 3	Analysis of eshot recipient activity (e.g. who has opened your e-shots, who has clicked on links in your eshots etc.) 4	Analysis of eshot recipient activity (e.g. who has opened your e-shots, who has clicked on links in your eshots etc.) 5 Very useful
Mailshots to clients & prospective clients	Mailshots to clients & prospective clients 1 Not useful	Mailshots to clients & prospective clients 2	Mailshots to clients & prospective clients 3	Mailshots to clients & prospective clients 4	Mailshots to clients & prospective clients 5 Very useful
Recording ad hoc interactions (emails, conversations, letters, quotes, appointments, eshot responses	Recording ad hoc interactions (emails, conversations, letters, quotes, appointments, eshot responses 1 Not useful	Recording ad hoc interactions (emails, conversations, letters, quotes, appointments, eshot responses 2	Recording ad hoc interactions (emails, conversations, letters, quotes, appointments, eshot responses 3	Recording ad hoc interactions (emails, conversations, letters, quotes, appointments, eshot responses 4	Recording ad hoc interactions (emails, conversations, letters, quotes, appointments, eshot responses 5 Very useful
Web Form to Enquiry Form Import	Web Form to Enquiry Form Import 1 Not useful	Web Form to Enquiry Form Import 2	Web Form to Enquiry Form Import 3	Web Form to Enquiry Form Import 4	Web Form to Enquiry Form Import 5 Very useful
Enquiry management	Enquiry management 1 Not useful	Enquiry management 2	Enquiry management 3	Enquiry management 4	Enquiry management 5 Very useful
Analytics (reporting on number of clients, prospects, new clients, new leads, areas of law etc.)	Analytics (reporting on number of clients, prospects, new clients, new leads, areas of law etc.) 1 Not useful	Analytics (reporting on number of clients, prospects, new clients, new leads, areas of law etc.) 2	Analytics (reporting on number of clients, prospects, new clients, new leads, areas of law etc.) 3	Analytics (reporting on number of clients, prospects, new clients, new leads, areas of law etc.) 4	Analytics (reporting on number of clients, prospects, new clients, new leads, areas of law etc.) 5 Very useful
Add Users Defined Fields	Add Users Defined Fields 1 Not useful	Add Users Defined Fields 2	Add Users Defined Fields 3	Add Users Defined Fields 4	Add Users Defined Fields 5 Very useful
Email & CRM Integration	Email & CRM Integration 1 Not useful	Email & CRM Integration 2	Email & CRM Integration 3	Email & CRM Integration 4	Email & CRM Integration 5 Very useful
Practice Management Software & CRM Integration	Practice Management Software & CRM Integration 1 Not useful	Practice Management Software & CRM Integration 2	Practice Management Software & CRM Integration 3	Practice Management Software & CRM Integration 4	Practice Management Software & CRM Integration 5 Very useful
Data Importing (i.e. adding contact lists en masse to your database etc.)	Data Importing (i.e. adding contact lists en masse to your database etc.) 1 Not useful	Data Importing (i.e. adding contact lists en masse to your database etc.) 2	Data Importing (i.e. adding contact lists en masse to your database etc.) 3	Data Importing (i.e. adding contact lists en masse to your database etc.) 4	Data Importing (i.e. adding contact lists en masse to your database etc.) 5 Very useful
Exporting CRM data as .csv files to import to other packages	Exporting CRM data as .csv files to import to other packages 1 Not useful	Exporting CRM data as .csv files to import to other packages 2	Exporting CRM data as .csv files to import to other packages 3	Exporting CRM data as .csv files to import to other packages 4	Exporting CRM data as .csv files to import to other packages 5 Very useful

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* 3. Are there any 3rd party software tools you would like integrating with your main CRM software - please list them:

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* 4. Is your practice management system installed on-premise on your own servers currently or do you have a cloud based system?

On-Premise

Cloud

Hybrid

We do not have a practice management system

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* 5. Is your CRM software installed on-premise on your own servers currently or do you have a cloud based system?

On-Premise

Cloud

Hybrid

We do not have a CRM system

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* 6. Are there any CRM packages you have worked with in the past that you have particularly liked - please name them and explain what you liked about them?

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* 7. Any other comments regarding functionality you would like to see in a comprehensive CRM package for law firms?

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* 8. I am interested in new practice management software which incorporates fully integrated CRM functionality

Please call me

please send me further information

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* 1. Are you currently using CRM (Client Relationship Management) software?

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* 2. What aspects of CRM DO YOU or WOULD YOU find useful?

Question Title

* 3. Are there any 3rd party software tools you would like integrating with your main CRM software - please list them:

Question Title

* 4. Is your practice management system installed on-premise on your own servers currently or do you have a cloud based system?

Question Title

* 5. Is your CRM software installed on-premise on your own servers currently or do you have a cloud based system?

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* 6. Are there any CRM packages you have worked with in the past that you have particularly liked - please name them and explain what you liked about them?

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* 7. Any other comments regarding functionality you would like to see in a comprehensive CRM package for law firms?

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* 8. I am interested in new practice management software which incorporates fully integrated CRM functionality

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* 9. Your Details