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Pre sales questionnaire form

pre sales questionnaire form

Are you in the process of considering a new product or service for your business? The Pre Sales Questionnaire Form is ideal for companies of all sizes and industries looking to gather essential information before making a decision.

By completing this form, you'll provide clarity on your specific needs, helping both you and potential vendors to tailor their approach and offer the best possible solution. Save time, streamline decision-making, and ensure you're making the right choice for your business.

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Questions to include on your pre sales questionnaire form

1. Company Information

This section helps gather basic information about the business, which is essential for understanding their background and needs.

  • Company name
  • Industry
  • Company size (1-10, 11-50, 51-200, 201-500, 501-1000, 1000+)
  • Address
  • Website
  • Contact person name
  • Contact person email
  • Contact person phone number

2. Current Situation

This section aims to identify the company's current status to better tailor your products or services to their needs.

  • What problem are you looking to solve with our product/service?
  • What is your current solution for this problem?
  • What are your main pain points with the current solution?
  • Are there any specific requirements you need to address with our product/service?

3. Decision Making

Understanding the company's decision-making process helps to streamline communication and determine the key stakeholders involved.

  • Who will be involved in the decision-making process?
  • What is the estimated timeline for making a decision?
  • What factors will influence your final decision?

4. Budget and Timeline

Gathering information about the company's budget and timeline helps to assess if your product or service is a good fit for their needs.

  • What is your estimated budget for this project?
  • When do you plan to implement the new solution?

5. Additional Information

This section allows the company to provide any additional information they feel is relevant to the pre-sales process.

  • Please provide any additional information you would like us to consider while evaluating your needs.

Understanding their specific requirements, decision-making process, and budget and timeline helps you tailor your sales approach and provide the best possible solution for their needs.

Other question ideas

When you are creating your pre sales questionnaire form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.

  • Have you used any of our competitors' products or services? If yes, which ones?

    • This question can provide insights into the competitive landscape and what other solutions the company might be considering or have experience with.

  • What is the most important feature you are looking for in our product/service?

    • This question helps identify the company's top priority, which can be useful for creating a tailored sales pitch and addressing their main concerns.

  • How did you hear about our product/service?

    • Understanding how they found your company helps evaluate the effectiveness of your marketing efforts and determine which channels are most valuable in reaching potential customers.

  • Are there any specific industry standards or regulations that our product/service needs to comply with?

    • This question can reveal any legal or industry-specific requirements that your product or service must meet to be considered a viable option.

  • What kind of support do you expect from us during the implementation process?

    • Knowing their support expectations will help you prepare an appropriate onboarding and implementation plan for the company.

  • How important is seamless integration with your current systems or software?

    • This question measures the priority they place on integrating your product/service with their existing tools, highlighting potential concerns or challenges in the implementation process.

  • Are there any upcoming company events or milestones that may impact this project?

    • This question uncovers any internal factors that could influence the timeline or decision-making process for the company.

  • Would you be interested in a product demonstration or free trial?

    • This question gauges their interest in experiencing your product/service firsthand, which can be a useful sales tactic to showcase the value of your offering.

Things to consider

  1. Mobile Responsiveness - Ensure your form is easily accessible and user-friendly on all devices, including smartphones and tablets. This allows for a seamless experience for users filling out the form.
  2. Clear Instructions - Provide concise labels and brief descriptions for each question to make it easier for respondents to understand what is expected from them. This helps prevent confusion and reduces the time they spend completing the form.
  3. Relevant Questions - Only include questions that are necessary for understanding the potential customer's needs. This helps keep the form concise and increases the chances of respondents completing it.
  4. Mandatory vs. Optional Fields - Clearly indicate which questions are required and which are optional. This helps users prioritize their input and prevents frustration caused by incomplete submissions.
  5. User-Friendly Design - Use a clean and simple layout, with logical grouping of questions. This makes the form easy to navigate and visually appealing.
  6. Privacy and Security - Assure users that their information is safe by using secure form solutions and including a privacy policy or statement. This will help build trust and increase the likelihood of form submission.
  7. Progress Indicator - If the form is particularly lengthy, consider using a progress indicator to show users how much they have completed and how much is left. This helps keep users engaged and encourages them to complete the form.

How to create your pre sales questionnaire form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial. 

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.
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