No business is the same.  We appreciate that every organisation has a unique blend of people, processes and technologies.  Please provide details of your role, responsibilities, and where your department sits within the overall structure of your organisation.  

Which CRM system do you use?

Which tools do you use for forecasting today? 

Check all that apply

What are your biggest pains when it comes to sales forecasting?

 Check all that apply 

 In the last 12 months, have you evaluated or are currently evaluating any products for sales forecasting?

If you answered yes to the question above, please specify which products you are or have evaluated.

What is your confidence level of your sales forecast calls QoQ? 

between 0-100%

Solution Focus priorities 

Using a scale of 1-5, rate each of the following focus areas.  

5 is very interested and 1 is no interest.  

Pipeline Visibility & AccuracyPipeline Visibility & Accuracy
Rep BiasesRep Biases
CRM Data QualityCRM Data Quality
Forecast Process & ComplianceForecast Process & Compliance

Please enter information about three priority projects you are currently planning for.   It is most beneficial for you to talk about projects in the pre/planning selection stages. 

Project one
Project description
Project two
Project description
Project three
Project description

Thanks for submitting!