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The following survey is an initiative of the Healthcare business of Thomson Reuters to assess our won and lost sales opportunities. As the sales director, we are asking for your insight and perspective on the process and outcome of this recent opportunity.

It will take approximately 15 minutes to complete the questionnaire.

Your responses will be matched with the input we receive from a companion questionnaire asked of your client contact via the telephone. An individual report will be created for this opportunity. Quarterly and Annual reports will be created that show the aggregate of all opportunities and will identify trends that will help improve the sales process.

If you have questions at any time about the survey or the procedures, you may contact Lexa Hoffner at 952-939-4323 or by email at the email address specified below.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
What is your name?
   
 
 
 
What was the name of the client company for this recent opportunity?
   
 
 
 
In what month and year did Thomson Reuters receive the RFP?
   
In what month and year was the verbal decision given?
   
 
 
 
What was your relationship with the client/prospect prior to this sales engagement? (For example, how long had you been calling on them? Phone, in-person, email? How strong was your relationship with them?)
   
 
 
 
How was Thomson Reuters invited into the bid process?
   
 
 
 
What were all the products/solutions included in the proposal?
   
 
 
 
To your knowledge, what roles/titles at the client company had influence in the purchase decision?
   
 
 
 
Which one role/title had the most influence on the final purchase decision?
   
 
 
 
criterion 1:
   
criterion 2:
   
criterion 3:
   
criterion 4:
   
criterion 5:
   
 
 
 
Which of these criteria do you think was most important to the client?
   
 
 
COMPETITION
Which companies were you aware of that were considered for this opportunity? What was their solution?
 
 
 
Company 1 and Solution
   
Company 2 and Solution
   
Company 3 and Solution
   
Company 4 and Solution
   
Company 5 and Solution
   
 
 
 
* What was the outcome of this opportunity?
 
Thomson Reuters Win
 
Thomson Reuters Loss
 
 
 
Which supplier did they decide to go with?
   
What are the two primary reasons you feel they decided to go with a competitor instead of Thomson Reuters and the proposed solution?
   
 
 
 
Which supplier was their second choice for this solution?
   
What are the two primary reasons you feel they decided to go with Thomson Reuters and the proposed solution and not another company?
   
 
 
If this opportunity included RESEARCH as part of the proposed solution answer this question, otherwise click continue.

How satisfied do you think the client/prospect company was with Thomson Reuters for each purchase criteria categories listed below? (Where 1=Not Very Satisfied and 5=Very Satisfied)
1 not very satisfied 2 3 4 5 very satisfied
The content
Price
The quality of the proposed staff
The quality of the proposed methods
The quality of the proposed data
The organizational qualifications and experience
The overall proposal quality
 
 
If this opportunity included the MARKET SCAN DATABASE as a part of the proposed solution answer this question, otherwise click continue.

How satisfied do you think the client/prospect company was with Thomson Reuters for each purchase criteria categories listed below? (Where 1=Not Very Satisfied and 5=Very Satisfied)
1 not very satisfied 2 3 4 5 very satisfied
The content of the database
Price
The quality of the support staff
Perceived ease of use
The quality of the proposed data
 
 
 
What do you think the client/prospect company viewed as the strengths of the Thomson Reuters proposed solution?
   
 
 
 
What do you think the client/prospect company viewed as the weaknesses of the Thomson Reuters proposed Solution?
   
 
 
SALES PROCESS
Overall, how satisfied do you think the client/prospect company was with Thomson Reuters' sales process during the recent engagement? (Where 0=Not at all Satisfied and 10=Very Satisfied.)
0 Not at all Satisfied 1 2 3 4 5 6 7 8 9 10 Very Satisfied
* Overall Satisfaction
 
 
How satisfied do you think the client/prospect company was with Thomson Reuters' sales team performance in the following areas of the sales process? (Where 0=Not at all Satisfied and 10=Very Satisfied.)
0 Not at all Satisfied 1 2 3 4 5 6 7 8 9 10 Very Satisfied NA
* Professionalism
* Competence and skills
* Availability
* Responsiveness
* Flexibility/Ease of working with
* Day-to-day process resolution of questions or concerns
* Quality of the sales collateral (brochures, leave behinds, physical proposal)
* Formal presentation and communication of the proposal
* Understanding their business and specific needs
* Knowledge of Thomson products/services/capabilities
* Contract finalization process (WIN ONLY)
 
 
 
Did you feel any resources were missing that would have helped the client/prospect company in their understanding and evaluation of the Thomson Reuters solution?
   
 
 
 
What about the sales process do you feel went particularly well with this client/prospect company?
   
 
 
 
What about the sales process do you feel could have been improved with the client/prospect company?
   
 
 
 
Is there anything else you think we should know about this recent opportunity?
   
 
Please contact [email protected] if you have any questions regarding this survey.
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