Sales Lead Research Survey

SALES LEAD RESEARCH SURVEY

Purpose

The Sales Lead Research Survey Template is designed to help sales teams gather valuable insights and data about potential leads. By conducting targeted surveys, you can better understand your leads' needs, challenges, and preferences, enabling more personalized and effective sales strategies.

Lead Details

Lead Name:

Lead Company:

Lead Title:

Survey Questions

  1. What challenges is your company currently facing that our product/service can help address? (Open-ended response)



  1. What specific goals or objectives do you hope to achieve in the next 6-12 months? 



  1. Which software or tools are you currently using to meet your business needs? (Multiple-choice)

  • Solution A

  • Solution B

  • Solution C

  • Other (please specify)

  • None

  1. On a scale of 1 to 5, how satisfied are you with your current software/tools? (1 being highly dissatisfied, 5 being highly satisfied)



  1. How would you prefer to be contacted for further discussions and product/service information? (Multiple-choice)

  • Phone

  • Email

  • In-person meeting

  • Video conference

  • Other (please specify)

Additional Comments

  1. Do you have any additional information or specific requirements that you would like to share with our sales team? (Open-ended response)




Thank you for taking the time to complete this survey. Your contribution is integral to our ongoing efforts to provide you with the best possible experience.

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