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The Role of Tech in Marketing & Sales

1. What are your marketing and sales goals for the next 12 months? (Select all that apply)

Increase revenue

Improve brand perception or awareness

Enhance customer satisfaction

Reduce churn, improve retention

Expand share of wallet

Improve upsell/cross sell

Reduce time-to-close

Other, please specify

2. And, how do you plan to achieve these goals?

3. What are the most challenging aspects of your sales and marketing operations today? (Select all that apply)

4. For these desired outcomes or challenges, indicate the ones that you believe technology will positively impact most? (Select all that apply)

5. Which, if any, of the following tactics does your company currently use? And, which are you interested in or planning to use? (Select all that apply)

	Currently Use	Interested/Planning
Paid media – search, display, ads
Virtual events
Content marketing
Email marketing
Social media
SMS/Text
Video ads
Radio, podcast, etc.
Direct mail/postal
Flyers or brochures
Television
Newspaper or magazines
Outbound calls
Other, please specify

6. Which kinds of marketing tech does your company currently use and which will your company invest over the next 12 months? (Select all that apply)

	Currently Use	Plan To Invest
AI tools
ABM Platforms
Advanced marketing analytics
Analytics or Lead scoring
Chatbots or other automated conversational interfaces
Cloud-based solutions
Custom Applications
eCommerce
Internal system for website and/or ecommerce
Marketing automation
Technical SEO
Other, please specify

7. What role do external resources play in your day-to-day marketing and/or sales operations? (Select One)

We don't work with external resources

They support or add capacity to our internal staff

All marketing activities are outsourced

We use external resources as needed

Other, please specify

8. Which, if any of the following, do you plan to outsource in the next 12 months? (Select all that apply)

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