Get this template plus 350+ other premium business tools & templates at www.demandmetric.com

1. Sales Support Effectiveness Survey
Please consider each of these questions and rate based upon the following scale:
1 – Not At All
2 – Somewhat Agree
3 – Agree
4 – Strongly Agree
Where indicated, please provide very brief feedback to suggest any changes that could be
made to make you more effective in your position, servicing customers.
Customer Relationship Management
Is your current CRM system meeting your needs? 1 2 3 4
Do you ever forget key tasks that you need to do? 1 2 3 4
Do you manage lists/forecasts in Excel? 1 2 3 4
If so, what are you keeping track of?
It is difficult to quickly get prepared for a client call? 1 2 3 4
Why?
Demand Generation

2. I receive a consistent amount of ‘good’ leads? 1 2 3
4
It is common for a prospect to call us. 1 2 3 4
Lead quality is generally high. 1 2 3 4
Lead Management
Leads come to me semi-qualified? 1 2 3 4
We actively score new leads and prioritize them? 1 2 3 4
It is easy to pull up a full list of my sales leads? 1 2 3 4
Product & Company Training
I know the strategic direction our company is going. 1 2 3 4
My prospects clearly understand our value proposition. 1 2 3 4
I felt comfortable selling after finishing training. 1 2 3 4
Marketing Collateral
Current marketing collateral is sufficient. 1 2 3 4
We need new sales tools to facilitate wins. 1 2 3 4
If so, what do you need?
I use all of our marketing collateral regularly. 1 2 3 4

3. Partnership Management
We effectively tap into our partners for new leads. 1 2 3 4
There is consistent communication with partners. 1 2 3 4
I understand what all of our partners do very well. 1 2 3 4
Brand Awareness
It is common for prospect to recognize our company. 1 2 3 4
My friends/peers know about jobs at our business. 1 2 3 4
Customers feel that we are a World Class company. 1 2 3 4
What make you think that?
Thank you for taking the time to provide us with your feedback.
This tool was designed to facilitate discussion around ways we can support your sales
process. Please contact the Marketing department directly if you have any other suggestions
that weren’t captured in terms of our current strengths & weaknesses.