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Finance & Accounting
IT
Marketing & Sales
HR & Payroll
01
/ 12
How many employees does your company have in marketing and sales?
0-25
25-100
100-250
250+
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02
/ 12
In your opinion, how critical is the marketing and sales function to your overall business success?
(5 most critical)
1
2
3
4
5
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03
/ 12
In your opinion, how critical is improving the marketing and sales function to your organization’s overall success?
(5 most critical)
1
2
3
4
5
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04
/ 12
What is your overall level of satisfaction with the efficiency of your marketing and sales organization?
(1 not satisfied, 5 most satisfied)
1
2
3
4
5
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05
/ 12
How much does your marketing and sales organization rely on Excel for daily processes?
(10 is most rely)
1
2
3
4
5
6
7
8
9
10
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06
/ 12
How manual are the processes within your marketing and sales function?
(1 not very manual, 10 most manual)
1
2
3
4
5
6
7
8
9
10
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07
/ 12
How many hours would you estimate your company spends on routine, repetitive marketing and sales tasks in a given month?
0-50 hours
50-100 hours
100-300 hours
300-500 hours
500+ hours
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08
/ 12
Which of the following technologies do you have deployed within your organization?
Enterprise Resource Planning (ERP) system
Customer Relationship Management (CRM) system
Human Resources Information System (HRIS)
Marketing Automation platform
Enterprise performance management (e.g. Adaptive Insights, Host Analytics)
Data analytics (e.g. Alteryx, Tableau)
None of the above
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09
/ 12
How many leads does your marketing/sales organization process monthly?
0-50
50-100
100-500
500+
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10
/ 12
Does your organization actively use social media (e.g. Facebook, Twitter, LinkedIn)?
No
Yes, one platform
Yes, multiple platforms
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11
/ 12
How automated would you like your marketing & sales functions to be?
(5 being most automated)
1
2
3
4
5
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12
/ 12
How likely are you to make a monetary investment within the next year to help automate the marketing & sales functions?
(5 being most likely)
1
2
3
4
5
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