Customer Information System Assessment Questionnaire Form
Help us understand your customer information system by sharing insights on usage, features, challenges, and priorities. Your feedback will guide improvements.
What is the primary purpose of your customer information system?
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Customer data management
Sales and marketing
Support and service
Other
Which departments or roles use the system most frequently?
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Sales
Marketing
Customer Support
IT
Management
Other
What types of customer data does your system store?
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Contact details
Interaction history
Purchase history
Support tickets
Preferences
Other
How satisfied are you with the system’s integration with other tools?
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1
2
3
4
5
Which workflows are supported by your customer information system?
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Lead management
Opportunity tracking
Customer onboarding
Case management
Renewals
Other
How would you rate the system’s access controls and security features?
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1
2
3
4
5
Please indicate your level of agreement with the following statements about reporting and analytics.
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Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Reports are easy to generate
1
2
3
4
5
Analytics provide actionable insights
6
7
8
9
10
Data visualization is clear and useful
11
12
13
14
15
What are the top three pain points with your current system?
*
What are your top priorities for improvement?
*
Please share any additional comments or suggestions.
Submit Assessment
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