CRM Survey
Name: 


  1. Please list your Title and Department.


  1. Is Salesforce used in your line of business (LOB)?
    Yes
    No - Proceed to question 5


  1. Please list the groups within your LOB that use Salesforce? List groups below (Skip if Not applicable)


  1. How is Salesforce used by each team listed above? E.g. Call documentation, referrals, etc. List usage below. (Skip if not applicable)


  1. Do you use any of the following system(s) to perform CRM like functions/activities? (Select all that apply)
    TMG Call
    Home Care Home Base
    Guiding Care/Altruista
    Salesforce
    HHAeXchange
    SPOC
    Other - List in next question


  1. Please list other system(s) used to perform CRM like functions/activities not mentioned in the previous Question. (Skip if not applicable)



  1. What do you do when a potential client calls inquiring about becoming a member or patient?
    (Please describe process below and include any systems/tools involved)



  1. Using the below list and based on your current understanding of CRM functions, what features would benefit/improve operations in your LOB contact center?






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