What solution are you using (or plan to use) for Customer Relationship Management (CRM)? * SalesforcePipedriveDynamicsHubSpotOther
Other CRM
What solution are you using (or plan to use) for Marketing Automation (MAP)? * Salesforce Marketing CloudHubSpotMarketoPardotEloquaMailChimpOther
Other Marketing
What solution are you using (or plan to use) for Customer Success? * Salesforce Service CloudZendeskGainsightChurnZeroEloquaMailChimpOther
Other CS
What solution are you using (or plan to use) for Billing and Invoicing (ERP)? * Salesforce Finance CloudIntacctNetSuiteBoomiQuickbooksXeroOther
Other Billing
Which area of your revenue operations are you focused on at the moment? * Sales CS Marketing Billing
What types of projects or initiatives are your most immediate priorities? * Migrate to Salesforce from another CRMConfigure SalesforceAdminister SalesforceIntegrate SalesforceClean-up SalesforceMerge SalesforceDevelop reports in SalesforceClean/de-dedupe data in SalesforceMigrate data into/from SalesforceEnable partners with SalesforceProvide day-to-day Salesforce supportOther
Immediate Need Other
How many full-time, in-house system admins (for any technology platform) do you currently have on your team? * 0 1 2+
How much forward visibility do you have into your team's roadmap, backlog, or workload? * Few weeks or months Quarter at least Two quarters or more
Does your team have a preference for which time zone(s) they want their Delegate to support? * Eastern TimeCentral TimeMountain TimePacific TimeOther
Preferred Time Zone Other
When would you like your Delegate to start? *
Email *
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