Templates Business Operations CRM Implementation Feedback Form Template

CRM Implementation Feedback Form Template

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User Information

Implementation Experience

CRM Features

Feedback
PoorGoodNeutralVery GoodExcellent
Ease of Use (User Interface)
Poor
Good
Neutral
Very Good
Excellent
Functionality & Features Available
Poor
Good
Neutral
Very Good
Excellent
Integration with Other Tools
Poor
Good
Neutral
Very Good
Excellent
Satisfaction with Initial Training
Poor
Good
Neutral
Very Good
Excellent
Quality of Ongoing Support
Poor
Good
Neutral
Very Good
Excellent
System Reliability & Speed
Poor
Good
Neutral
Very Good
Excellent

Open Feedback

The CRM Implementation Feedback Form Template is a great tool that companies deploying CRMs can use internally to assess employee satisfaction and then make necessary adjustments to make the final product better.

How Does the CRM Implementation Feedback Form Template Work?

The CRM Implementation Feedback Form Template requires the WPForms Pro License and the Survey and Polls Addon to collect detailed feedback on your CRM implementation, ensuring you understand your team’s experience. Fields include:

  • Full Name: This is where your team members write their name.
  • Role/Position: Here, individuals specify their job title in the organization.
  • Department: This field captures the department the respondent works in.
  • Email Address: For follow-up communications, team members enter their email.
  • Date of CRM Implementation: The date when the CRM was rolled out to the team.
  • Initial Training Date: When the team initially received training on the new system.
  • CRM Features: Using a Likert scale, team members rate aspects like ease of use and functionality, providing valuable insights into the user experience.
  • What do you like most about the new CRM system?: An open-ended question for positive feedback about the new CRM system.
  • What improvements would you suggest for the CRM system?: Another open-ended question for constructive feedback.

Sign up with WPForms today and access the CRM Implementation Feedback Form Template, which transforms individual responses into actionable insights, helping you fine-tune your CRM system for better performance and user satisfaction.