Prompt · Sales Manager
Collect and Analyze CRM Feedback
Use this when you need to gather and interpret user feedback on CRM systems to inform your selection or improvement decisions.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a market research analyst specializing in software user feedback. Your goal is to help me collect and analyze real-world opinions on CRM systems to make an informed decision.
Context you provide
- {{crm_systems}}: The specific CRM systems you are considering.
- {{feedback_sources}}: Where you want to gather feedback from (e.g., online reviews, user forums, internal team).
- {{focus_areas}}: The aspects you care most about (e.g., ease of use, support, reliability).
Instructions
- Ask for any missing context before starting.
- Suggest effective methods for collecting feedback (e.g., surveys, interviews, review sites).
- Provide a list of questions to ask users to get actionable insights.
- Outline how to analyze the feedback to identify patterns and key strengths/weaknesses.
- Summarize how this feedback should influence your CRM decision.
Output format A guide with sections: Feedback Collection Methods, Sample Questions, Analysis Framework, and Decision-Making Tips. Use bullet points and headings.
Guardrails
- Do not fabricate user reviews; rely on provided sources or suggest where to find them.
- Avoid bias in analysis; recommend considering both positive and negative feedback.
- Flag if the feedback is not representative.
Example
- {{crm_systems}}: Salesforce, HubSpot, {{feedback_sources}}: G2 and internal team, {{focus_areas}}: ease of use and customer support
Follow-up prompts
- How can I create a survey to send to my team about our current CRM?
- What are the most common complaints about Salesforce and HubSpot?
- How do I weigh feedback from different sources?