Are you managing your contacts effectively?

By completing this short questionnaire you will be entitled to a free consultation on how to better manage your contacts.

Instructions

  1. Complete the questions as appropriate for your organisation's contact management.
  2. Once finished click the 'submit questionnaire' button.
  3. The results will be sent to Business Workout Ltd for evaluation.

We will endeavour to contact you within a week to arrange a free consultation for you to give feedback on your responses and future options.

This consultation will:

  • Provide feedback and recommendations on the results.
  • Suggest ways you can better utilise your contact management tools such as Outlook, Lotus Notes, etc.
  • Enhance and develop your use of existing tools at low costs.

Should you experience problems please do not hesitate to contact us.

Contact Management Questionnaire

How do you presently acquire your contact details?  (select as many as are appropriate)

Email

Telephone

Personal Contact

Business Card

Letter

Fax

e-Forms

  

Please details other methods you use in the box below:

Do you proactively look for new contacts (e.g. On Internet, Trade Magazines, Telephone Directories)?

Yes

No

Is manual entry required for new contact details from media, such as business cards and website contact forms?

Yes

No

Which of the following tools do you utilise for contact management?

Lotus Notes

Outlook Express

Outlook

Internet Mail Address Book

Plaxo

Paper based

Database

Other

If internet mail, database or other was selected, please specify:

Do you use software tools to synchronise contacts with records from different applications?

Yes

No

If yes, please give details of applications and tools in use:

Are your contacts' details accessible from outside your office (i.e. mobile devices and internet)?

Yes

No

Do you make backup copies of your contact information on a regular basis?

Yes

No

Can your customers update their details in your address book by themselves?

Yes

No

If yes, please detail tools used:

Do you use mailing lists to send bulk emails?

Yes

No

How easy is it to locate the contact information you need?

Very Easy

Easy

Quite Easy

Hard

Very Hard

How satisfied are you that your contact records are:

         Accurate (there are no errors in the data)?

100%

80%

60%

40%

20%

         Complete (all required details are stored)?

100%

80%

60%

40%

20%

         Current (the details are up to date)?

100%

80%

60%

40%

20%

         Not Duplicated (only one record exists for each contact - 100% means no duplicates are present, 0% means that almost all records are duplicated)?

100%

80%

60%

40%

20%

Is there any information about your contacts that you are currently unable to store?

Yes

No

If yes, please specify:

How reliable are the systems that you use for managing your contacts?

Very Reliable

Reliable

Quite Reliable

Unreliable

Very Unreliable

If you have any specific problems in contact management that have not been raised, or you have any further comments, please use the space below to detail these:

Please complete your details bellow so that we can contact you to schedule a free consultation  - the name and email field are mandatory.  If these are not completed we cannot get in touch with you:

Full Name**

 

Job Title

 

Company

 

Email**

 

Telephone Number

 

    

** denotes - mandatory fields