📄 CRM Integration Onboarding Questions
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CRM Integration Onboarding

  1. How many people are involved in your marketing and sales team and their roles?
  2. What channels are you using for your lead generation?
    1. Website?
    2. Social media?
    3. Email?
    4. Events?
  4. Who runs campaigns for your marketing?
  5. How are you currently managing your leads?
  6. What are the pain points your encounter?
  7. Are you currently using a CRM platform? Which one?
  8. Describe your marketing and sales process? Explain the stages involved.
  9. In each of the stages, what tasks are repetitive?
  10. Which of these tasks do you delegate?
  11. Which of them can be automated?
  12. How do you manage appointment bookings? 
  13. Who is your email service provider?
  14. Are you open to creating another account dedicated to specifically marketing?
  15. How many contacts are in your database? Your mailing list?
  16. How many users will you need?
  17. Any specific requirements with roles and permissions