Office: (718)598-9919
 E: askushow@helpsolveit.com

CRM Needs Analysis

This needs analysis will help to determine which products and services will be the best match for your organization or when seeking customization starting to set the basis for a project engagement. If you desire customization, a deliverable will be provided with a quotation. This deliverable will include a design mockup of the project in question. No coding will be done prior to the acceptance of this  document as it becomes in essence a blue print for the project. Please understand this prior to submitting this form.  Rules of engagement  can differ when considering customization of a completely new database or adding fields or pages to an existing database.

Please provide the following information:

First Name
Last Name
Middle Initial
Organization
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone
Home Phone
FAX
E-mail
URL

What is your timeline - When do you expect the software to be implemented:

Right away
30 days
60 days
90 days
not sure

How many clients/prospects do you expect to have in your database?

up to 500
more than 500
up to 2000
2000-5000
5000-10,000
more than 10,000
not sure

How many users will be handling the database data?

just one user
up to five records
more than 5 records
more than 15 records
more than 25 users
not sure yet

Is there a requirement your records be mobile?

Yes No

Will users remotely access  your database?

Yes No

What program are you using now?


Share with us a detailed description of your vision as best you can.  Then tell us about your goal. What is the task that you would like performed?


Please list the information of the current person who handles the care and maintenance of the database at your location.


Full Name 
Phone      
Email        


What is your method of backup for the records stored in your database?

Data Tape inside server
Data media in external drive
Data media in local workstation DVD/CD
Remote File Transfer to External Source
Absolutely Unsure about status or availability
not sure yet


Are there screens that contain information that would be transferred to a newly created page or form?

Yes
No
I Don't know


In order to manage your expectations, please inform us of what kind of budget do you envision for this project


500-1000k
1000-1500k
1500-2000k
2000-3000k
3000-4000k
4000-5000k


Viewing the database is important as it allows us confirmation of details a user might not be able to articulate.  Please select two days and times when this confirmation might be performed? We typically need 1-2 hours and is the same whether on site or remotely accessed. If remotely accessed no software loading for unattended access will take place. Please select your dates and insert them below.