Take the Delivering Exceptional Customer Experience Quiz


Small businesses want to keep customers happy and build lifelong customer relationships. Today’s customers want personal, connected experiences. Customer relationship management (CRM) tools offer insight into customer preferences and behaviors—you can track when someone became a customer, what they purchased after speaking with a customer service representative, and whether that interaction resulted in additional sales.

Take this Delivering Exceptional Customer Experience quiz and identify the issues that are most important to you. We’ll instantly deliver content to help you stay competitive with larger companies.



1. Where are you in your customer relationship management journey?

We want to improve our marketing efforts

We want to deliver better customer service

We want to scale our business

2. What aspect of building customer relationships is your main focus? We want to:

Build engaging campaigns

Respond to support issues on every channel

Get deeper insights for forecasting and planning

3. What's your biggest customer relationship management challenge?

Connecting with prospects

Losing customers due to service issues

Visibility across all customer relationships

4. What are your top priorities for growing your small business?

Drive ROI with better marketing and sales alignment

Keep customers happy and resolve cases faster

Centralize and share information

5. What is the biggest benefit customer relationship management provides?

Improves customer engagement

Provides up-to-date customer information

Streamlines sales processes

6. What actions are you taking to engage with customers through multiple channels?

Focusing on effective channels

Leveraging AI and automation

Simplifying customer tracking processes

7. What are the key customer service metrics for your business?

Customer satisfaction (CSAT) scores

Reply time

Customer churn

8. What are your concerns about scaling your service? We'll need to:

Focus only on effective channels

Hire more customer service reps

Implement automated self-service

9. What is the degree of investment in CRM for your small business?

High

Medium

Low

10. What would you most appreciate in a CRM provider?

Easy-to-use features to manage leads

Automated workflows

Advanced analytics and collaboration tools