Survey Form for CRM

VENDOR INFORMATION

MAIN CONTACT FOR RFP

QUESTIONS

1. Is your company U.S. based with its headquarters located in the United States?

   Yes

   No

2. Is cloud based CRM your core product offering?

   Yes

   No

3. Has your company been offering cloud based CRM services for a minimum of 5 years?

   Yes

   No

4. Is your organization's annual revenue $20 million or higher?

   Yes

   No

5. Does your company currently have customers serving 911 and/or emergency/crisis applications?

   Yes

   No

6. Does your platform provide the ability to offer several forms for the agent/counselor to access when working with a caller or contact?

   Yes

   No

7. Is your platform capable of providing detailed analytics data, including all contact data points, populated fields, disposition, and notes?

   Yes

   No

8. Is your company HIPPA compliant and HITRUST certified?

   Yes

   No

9. Does your platform currently provide APIs for integrations with cloud contact centers or do you currently have plans to build such APIs?

   Yes

   No