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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.
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| What was the name of the client company for this recent opportunity? | | |
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| In what month and year did Thomson Reuters receive the RFP? | | | | In what month and year was the verbal decision given? | | |
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| 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?) | | |
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| How was Thomson Reuters invited into the bid process? | | |
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| What were all the products/solutions included in the proposal? | | |
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| To your knowledge, what roles/titles at the client company had influence in the purchase decision? | | |
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| Which one role/title had the most influence on the final purchase decision? | | |
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| criterion 1: | | | | criterion 2: | | | | criterion 3: | | | | criterion 4: | | | | criterion 5: | | |
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| Which of these criteria do you think was most important to the client? | | |
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Which companies were you aware of that were considered for this opportunity? What was their solution? |
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| Company 1 and Solution | | | | Company 2 and Solution | | | | Company 3 and Solution | | | | Company 4 and Solution | | | | Company 5 and Solution | | |
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* What was the outcome of this opportunity? |
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| 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? | | |
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| 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? | | |
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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)
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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)
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| What do you think the client/prospect company viewed as the strengths of the Thomson Reuters proposed solution? | | |
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| What do you think the client/prospect company viewed as the weaknesses of the Thomson Reuters proposed Solution? | | |
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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.)
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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.)
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| 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? | | |
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| What about the sales process do you feel went particularly well with this client/prospect company? | | |
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| What about the sales process do you feel could have been improved with the client/prospect company? | | |
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| Is there anything else you think we should know about this recent opportunity? | | |
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