CONTACT INFORMATION
First Name
Last Name:
Company Name
E-mail Address 1
Day Phone
Fax Phone:
1. As objectively as possible, please
rate yourself on how well you utilize computer
and software technology to maximize your productivity
and minimize your costs. Use a scale of 1-10 (10
= maximum utilization).
2. Do you own and use a personal
computer in your home?
No Answer
Yes
No
3. Do you use a computer at work?
No Answer
Yes
No
4. Are you familiar with navigating the
internet?
No Answer
Yes (Skip to
Q6
No
5. Do you own or manage any part of
a business?
No Answer
Yes
No
CURRENT SOFTWARE
6. Do you currently use any
form of computer program such as Microsoft Outlook
or ACT for contact management purposes (Referred
to hereafter collectively as Customer Relations
Management or CRM programs).
No Answer
Yes (Skip
to Q10)
No
7. Do you plan on getting onto a CRM
of some kind anytime soon?
No Answer
Yes (Skip to
Q9)
No
8. If no, choose the main reason for
not moving to a CRM system of some kind?
No Answer
No
Clear Need (Skip to End)
Secuirty
issues with electronic media (Skip to End)
Reliability
of electronic media (Skip to End)
Complexity
of electronic media (Skip to End)
Cost
of electronic media (Skip to End)
Takes
longer than just writing it (Skip to End)
Requires
a computer (Skip to End)
Philosophical
/ religious beliefs (Skip to End)
Physical
Disability (Skip to End)
Other (Skip
to End)
9. If Yes, what is the primary reason
why you have waited to get a CRM program.
No Answer
You
have just not gotten around to it yet
You
have been feeling anxious about a new system
The
cost has been too high
You
can't decide which program to get
Waiting
for a standardization of more software programs
You
are anti-computer and will never do it
Don't know
10. Which CRM software program(s) do
you use?
No Answer
Microsoft
Outlook
Goldmine
Telemagic
Firstwave
Salesforce
Peoplesoft
Clarify
Talisma
Other
If other input here
11. How satisfied are you with the performance
and features of that software to meet your needs?
No Answer
Very Satisfied
Somewhat
satisfied
Somewhat
Dissatisfied
Very Dissatisfied
12. Do you use a portable wireless CRM
(i.e. Palm)?
No Answer
Yes
No (Skip to
Q16)
13. Which brand do you use?
14. Does your wireless CRM synchronize
with your computer software?
No Answer
Yes
No, (Skip
to Q16)
Don't know
15. How often do you synchronize your
wireless CRM with your computer?
No Answer
Daily
Several
times per week
Once a week
Less
than once per week
Rarely
Never
INTERNET CONNECTION
16. What kind of internet connection
do you have at your workplace?
No Answer
None
Dialup
DSL/Cable
(Skip to Q18)
T1/LAN
(Skip to Q18)
Don't know
17. Is your company planning to move
up to a DSL connection or faster?
No Answer
Yes (soon)
Yes (don't know when)
Maybe
Probably not
No
18. What kind of internet connection
do you have at your home?
No Answer
None
Dialup
DSL/Cable
(Skip to Q20)
T1/LAN
(Skip to Q20)
Don't know
19. Are you planning to move up to a
DSL connection or faster?
No Answer
Yes (soon)
Yes (don't
know when)
Maybe
Probably not
No
As you may remember from our introduction,
the GlobalActuariesRegistry.com is a powerful
personal and business communications center which
integrates all your communications in one place.
Most companies today are still treating media
separately, so we will ask you some questions
in each media area. But first, how much value
you can get from the GAR system is dependent upon
what you do with it, so first we need to identify
what activities you intend to do.
EXPECTED ACTIVITIES
20. Would you anticipate using a Control
Center for business, personal use or both?
No Answer
Business
Personal
Both
Undecided
21. How busy is your average weekly schedule?
No Answer
Casual
Comfortable
Average
Challenging
Strenuous
Exhausting
22. How would you characterize your working
status:
No Answer
Professional
Skilled
Labor
Domestic
Unemployed
(seeking work)
Unemployed
(not seeking work)
Entrepreneur
/ Self-employed
Student
Combination
of two or more categories above
Other
If other input here.
CONTACT LIST / MANAGEMENT
23. How many business-only contacts do
you think you have for your address book?
24. How many personal-only contacts do
you think you have for your address book?
25. How many contacts do you think you
have for your address book which qualify as both
business and personal?
26. Does your current system of managing
contacts permit you to file the same contact in
more than one location without duplicating the
record?
No Answer
Yes
No (Skip to
Q28)
Don't
know (Skip to Q28)
27. Do you use that feature regularly?
No Answer
Yes (Skip
to Q29)
No (Skip to
Q29)
Don't
know (Skip to Q29)
28. Is that a feature you would use if
you knew you had that ability?
No Answer
Yes
No
Maybe
29. Does your program automatically log
all communications including phone calls, emails
and faxes to and from each contact and store it
in the contact record for future reference
No Answer
Yes
No (Skip to
Q31)
Don't
now (Skip to Q31)
30. Is that a feature you use?
No Answer
Yes
No
31. Is that a feature you would like
to have?
No Answer
Yes
No
Don't know
TRAVELLING AND MOBILITY
32. Do you travel away from your primary
computer?
No Answer
Yes
No
33. If yes, do you travel for work or
personal purposes?
No Answer
Work
Personal
Both
34. When traveling, do you need, or would
it benefit you to have, remote access to (check
each which applies to you)
a. Email
No Answer
Yes
No
I don't know
b. Calendar / Planner
No Answer
Yes
No
I don't know
c. Task Lists
No Answer
Yes
No
I don't know
d. Faxes
No Answer
Yes
No
I don't know
e. Phone calls and messages
No Answer
Yes
No
I don't know
f. Address / phone book
No Answer
Yes
No
I don't know
g. Productivity reports
No Answer
Yes
No
I don't know
h. Filed Documents
No Answer
Yes
No
I don't know
i. Associate s
No Answer
Yes
No
I don't know
j. Work Product
No Answer
Yes
No
I don't know
FILE SHARING
35. Do you ever need to share computer
files with other people?
No Answer
Yes
No (Skip to
Q40)
Don't know
36. If yes, who do you need to share
files with?
No Answer
In-house
co-workers / boss / subordinates
Clients
/ Customers - final consumers
Vendors
and others out-of-house
Two of three
All
37. Do you have the ability to assign
security levels to shared file resources to ensure
only appropriate people view certain materials?
No Answer
Yes
No (Skip to
Q39)
Don't
know (Skip to Q39)
38. Is that a feature you use regularly?
No Answer
Yes (Skip
to Q40)
No (Skip to
Q40)
Sometimes
(Skip to Q40)
39. Is that a feature you would use if
you knew you had it?
No Answer
Yes
No
Maybe
40. Do you wish you had secure remote
access to all your computer files all the time
from any internet connection?
No Answer
Yes
No
Don't know
41. Does your present file sharing system
allow you to send people email links to your online
files which only permits them to view the file
or files you selected, and offers a time-out option
at which point the link would expire and no longer
be valid?
No Answer
Yes
No (Skip to
Q43)
Don't know
42. Is that a feature you use regularly
(At least monthly)?
No Answer
Yes
No
43. Is that a feature you would use frequently
if you were aware you could?
No Answer
Yes
No
Don't know
EMAIL
GAR's Virtual Office Suite can retrieve
email from as many pop3 email accounts as you
wish, adding each to a convenient drop-down "From"
list permitting you to use multiple email addresses
from a single program.
44. Under how many email addresses do
you currently use to accept email?
0
1 (Skip to Q46)
2-4 (Skip
to Q46)
5-7 (Skip
to Q46)
8 or
more (Skip to Q46)
45. If you answered "0" to the last question,
do you plan to get an email account?
No Answer
Yes (soon)
Yes (don't
know when)
No
46. How many POP3 email accounts (such
as Earthlink,) do you or will you pay for, or
do you use a free email service like Yahoo or
Hotmail?
No Answer
None
(I only use free services)
None
(My company maintains its own network and POP3
server)
None
(my company pays for external POP3 mail handling)
I pay for
1 account
I
pay for more than one account
Don't know
47. Would you consider it beneficial
to have access to your email system from remote
locations?
No Answer
Yes
No
Don't know
48. If you use multiple email addresses,
would you consider it valuable to be able to change
your email identity from within a single email
program?
No Answer
Yes
No
Don't know
49. Does your email program(s) allow
you to create automation rules for the handling
of incoming emails including auto responder, auto
forwarding and auto distribution?
No Answer
Yes
Some
No
Don't know
50. Do you use email for both business
and personal use?
No Answer
Yes
No (Skip to
Q52)
51. If yes, would you like to be able
to keep business and personal emails in the same
program yet keep them segregated?
No Answer
Yes
No
Don't know
TELEPHONE
The GAR's Virtual Office Suite's telephone
functions allows you to have up to nine automated
menu options as potential responses when someone
calls into your toll-free telephone number (which
comes with your Account).
52. Do you currently utilize an automated
menu as a part of your phone system?
No Answer
Yes
No
Don't know
53. Is that system leased or was it purchased?
No Answer
Leased
Purchased
Don't know
54. If leased, how much does it cost
per month?
55. If purchased, how much did that system
cost?
56. Does your phone system have a fax-on-demand
system to automate delivery of routine documents
to callers such as price list, order forms or
other standard items?
No Answer
Yes
No (Skip to
Q58)
Don't
Know (Skip to Q58)
57. Is that a feature you use regularly?
No Answer
Yes (Skip
to Q59)
No (Skip to
Q59)
Don't
know (Skip to Q59)
58. Is that a feature you would use if
you knew you had it?
No Answer
Yes
No
Maybe
59. Does your phone system have "follow-me"
features to permit calls to reach you when you
are away from the office, without the need of
a secretary?
No Answer
Yes
No (Skip to
Q61)
Don't
know (Skip to Q61)
60. Is that a feature you use regularly?
No Answer
Yes (Skip
to Q62)
No (Skip to
Q62)
Sometimes
(Skip to Q62)
61. Is that a feature you would use if
you knew you had it?
No Answer
Yes
No
Maybe
62. Does your phone system record and
digitize your phone messages for easy filing and
storage in your computer?
No Answer
Yes (Skip
to Q64)
No
Don't know
63. Would you like the ability to have
digital audio recordings of your phone messages
filed in your computer, attached to the caller's
contact record, and retrievable at any time?
No Answer
Yes
No
Maybe
64. Does your phone system come standard
with a toll-free telephone number?
No Answer
Yes (Skip
to Q66)
No
Maybe
65. Would you like the ability to offer
your callers a toll-free telephone number?
No Answer
Yes
No
Maybe
66. Does your phone system have the ability
to let the caller route themselves to the appropriate
person or department based upon menu choices given
to them on the main recorded greeting?
No Answer
Yes
No
Don't know
67. Does your phone system have the ability
to generate automatic, pre-recorded telephone
calls to any size group of recipients?
No Answer
Yes
No (Skip to
Q69)
Don't know
68. Is that a feature you use frequently
(at least once per month) or would use frequently
if you knew it was available to you.
No Answer
Yes
No
Maybe
FAX
69. Do you currently (or will you soon)
need to ever send or receive faxes from customers,
associates, suppliers or the public at large?
No Answer
Yes
No (Skip to
Q71)
70. What kind of fax technology do you
use?
No Answer
Standard
stand-alone fax machine
Fax server
computer
internal fax modem
Commercial
photocopier / fax combo
Other
71. Would you like the ability to receive
all your faxes in your email inbox and handle
them like email in terms of replying, automating
responses and forwarding to other people?
No Answer
Yes
No (Skip to
Q74)
72. If yes, about how many faxes do you
think you will send in an average week?
73. About how many faxes do you think
you will receive in an average week?
74. Does your current fax technology
permit you to broadcast mass-faxes automatically
(defined as sending a stock fax to an entire group
of recipients)?
No Answer
Yes
No
Don't know
UNIFIED INBOX
GAR's Virtual Office Suite has one of
the first truly integrated "Unified Inbox" features
anywhere, and it displays not only your current
email and history, but also your faxes received
and phone messages received. You can create rules
and customize the way each kind of email is handled.
75. Would it be convenient for you to
have all your phone, fax and email messages in
a central, all-purpose Universal Inbox, as described
above?
No Answer
Yes
No
Don't know
/ Maybe
76. Have you ever wished that you were
more organized and efficient?
No Answer
Yes
frequently
Sometimes
Occassionally
Hardly ever
Never
AUTOMATED CAMPAIGNS
GAR offers office automation by permitting
you to set up pre-written correspondence which
can then be selected as an automatic reply when
people visit the website or send you an email.
77. Do you think that saving time and
energy to handle routine activities such as sending
out standard letters and/or information packages
is a good idea for your company?
No Answer
Yes
No
78. Do you spend more money than you
would like on routine tasks such as searching
for and distributing files, answering and routing
calls, delivering notices and documents etc?
No Answer
Yes
No (Skip to
Q88
79. How much money does your business
spend in a month on manpower for the following
specific labor-intense activities which could
be mostly obviated by using the GAR system (Try
to enter an amount in each of the following 4
places if possible):
a. Sending standard responses or information
to customers (either upon their request or upon
another trigger such as purchasing goods or services)
via email or fax:
b. Routing telephone calls to appropriate
persons or departments:
c. Taking and delivering telephone messages
d. Calling customers, vendors, employees
or associates with a reminder or other notification:
BUSINESS SECTION
80. Do you own or manage a business?
No Answer
Yes
No (Skip to
Q88)
81. Do you now or will you soon manage
any other staff beneath you?
No Answer
Yes
No (Skip to
Q84)
82. How many individuals do you manage
(formally or informally)
No Answer
1-5
6-10
11-20
20-50
more then 50
83. Do you want to be able to share selected
files, contacts or schedule information with others?
No Answer
Yes
No
84. What is the gross annual revenue
of your business (in USD)?
85. If Yes, Do you sell your product
direct to the public?
No Answer
Yes
No (Skip to
Q88)
Don't know
86. Are you presently open 24 hours per
day?
No Answer
Yes
No
Not
currently but I would like to be if it were
affordable
87. Does your business website permit
customers (choose all that apply):
a. To fully understand your products
and services
No Answer
Yes
No
b. To estimate the cost of their request
No Answer
Yes
No
c. To communicate with a live person
online
No Answer
Yes
No
d. To get to customer service
No Answer
Yes
No
e. To request service
No Answer
Yes
No
f. Set varying security profiles for
offsite use
No Answer
Yes
No
88. Are you considering a Virtual Office
Suite for yourself only or for multiple users?
No Answer
Self Only
Multiple users
89. How many users do you estimate will
be using the system in total?
90. Are your users currently connected
via a local area network (LAN) in your office?
No Answer
Yes
No
ABOUT YOU
(For statistical, demographics or marketing
purposes only, and do not count toward any assessment
score)
91. Your gender?
No Answer
Male
Female
92. Your annual personal income
93. Your race
No Answer
Caucasian
Black
Indian
Other
94. Marital Status
No Answer
Single
Married
Widowed
Divorced
Separated
95. Children
No Answer
1
2
3
4
5 or more
96. Your job title:
97. How many minutes did you spend on
this assessment?
