EnAct User Survey

Background Information

Question Title

* What is your role at Wintrust?

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* Which entity do you work for?

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* Where is your primary desk located?

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* Branch Number (if applicable)

General Usage

Question Title

* How interested are you in using mobile EnAct CRM?

Exceptionally interested

Somewhat interested

Interested

Not very interested

Not interested at all

Question Title

* How many minutes a week do you spend in EnAct CRM?

0-30 minutes

30-60 minutes

60-90 minutes

90+ minutes

Question Title

* Please select the dashboards you use and rate their effectiveness (on a scale from 5-1 with 5 being extremely helpful and 1 being not helpful at all):

	5 - Extremely helpful	4	3	2	1 - Not helpful at all	I don't use this dashboard
Ag. Lending Dashboard	Ag. Lending Dashboard 5 - Extremely helpful	Ag. Lending Dashboard 4	Ag. Lending Dashboard 3	Ag. Lending Dashboard 2	Ag. Lending Dashboard 1 - Not helpful at all	Ag. Lending Dashboard I don't use this dashboard
BBCB Trended Bank Accounts	BBCB Trended Bank Accounts 5 - Extremely helpful	BBCB Trended Bank Accounts 4	BBCB Trended Bank Accounts 3	BBCB Trended Bank Accounts 2	BBCB Trended Bank Accounts 1 - Not helpful at all	BBCB Trended Bank Accounts I don't use this dashboard
CRE CFY My Calls & Relationships	CRE CFY My Calls & Relationships 5 - Extremely helpful	CRE CFY My Calls & Relationships 4	CRE CFY My Calls & Relationships 3	CRE CFY My Calls & Relationships 2	CRE CFY My Calls & Relationships 1 - Not helpful at all	CRE CFY My Calls & Relationships I don't use this dashboard
CRE CFY My Pipelines and Fees	CRE CFY My Pipelines and Fees 5 - Extremely helpful	CRE CFY My Pipelines and Fees 4	CRE CFY My Pipelines and Fees 3	CRE CFY My Pipelines and Fees 2	CRE CFY My Pipelines and Fees 1 - Not helpful at all	CRE CFY My Pipelines and Fees I don't use this dashboard
My Core Accounts – Deposits/Loans	My Core Accounts – Deposits/Loans 5 - Extremely helpful	My Core Accounts – Deposits/Loans 4	My Core Accounts – Deposits/Loans 3	My Core Accounts – Deposits/Loans 2	My Core Accounts – Deposits/Loans 1 - Not helpful at all	My Core Accounts – Deposits/Loans I don't use this dashboard
My Core Acct and Pipeline Comparison	My Core Acct and Pipeline Comparison 5 - Extremely helpful	My Core Acct and Pipeline Comparison 4	My Core Acct and Pipeline Comparison 3	My Core Acct and Pipeline Comparison 2	My Core Acct and Pipeline Comparison 1 - Not helpful at all	My Core Acct and Pipeline Comparison I don't use this dashboard
My FIS Deposit/Loan Accounts	My FIS Deposit/Loan Accounts 5 - Extremely helpful	My FIS Deposit/Loan Accounts 4	My FIS Deposit/Loan Accounts 3	My FIS Deposit/Loan Accounts 2	My FIS Deposit/Loan Accounts 1 - Not helpful at all	My FIS Deposit/Loan Accounts I don't use this dashboard
My Relationships	My Relationships 5 - Extremely helpful	My Relationships 4	My Relationships 3	My Relationships 2	My Relationships 1 - Not helpful at all	My Relationships I don't use this dashboard
My Scorecard Calling Activity	My Scorecard Calling Activity 5 - Extremely helpful	My Scorecard Calling Activity 4	My Scorecard Calling Activity 3	My Scorecard Calling Activity 2	My Scorecard Calling Activity 1 - Not helpful at all	My Scorecard Calling Activity I don't use this dashboard
My Teams Cross Sell Results Current Fiscal Year	My Teams Cross Sell Results Current Fiscal Year 5 - Extremely helpful	My Teams Cross Sell Results Current Fiscal Year 4	My Teams Cross Sell Results Current Fiscal Year 3	My Teams Cross Sell Results Current Fiscal Year 2	My Teams Cross Sell Results Current Fiscal Year 1 - Not helpful at all	My Teams Cross Sell Results Current Fiscal Year I don't use this dashboard
My Teams Pipelines and Relationships Current Fiscal Year	My Teams Pipelines and Relationships Current Fiscal Year 5 - Extremely helpful	My Teams Pipelines and Relationships Current Fiscal Year 4	My Teams Pipelines and Relationships Current Fiscal Year 3	My Teams Pipelines and Relationships Current Fiscal Year 2	My Teams Pipelines and Relationships Current Fiscal Year 1 - Not helpful at all	My Teams Pipelines and Relationships Current Fiscal Year I don't use this dashboard
MM CFY My Sales Results	MM CFY My Sales Results 5 - Extremely helpful	MM CFY My Sales Results 4	MM CFY My Sales Results 3	MM CFY My Sales Results 2	MM CFY My Sales Results 1 - Not helpful at all	MM CFY My Sales Results I don't use this dashboard
BB CFY My Calls & Relationships	BB CFY My Calls & Relationships 5 - Extremely helpful	BB CFY My Calls & Relationships 4	BB CFY My Calls & Relationships 3	BB CFY My Calls & Relationships 2	BB CFY My Calls & Relationships 1 - Not helpful at all	BB CFY My Calls & Relationships I don't use this dashboard
BB CFY My Loan & Deposit Production	BB CFY My Loan & Deposit Production 5 - Extremely helpful	BB CFY My Loan & Deposit Production 4	BB CFY My Loan & Deposit Production 3	BB CFY My Loan & Deposit Production 2	BB CFY My Loan & Deposit Production 1 - Not helpful at all	BB CFY My Loan & Deposit Production I don't use this dashboard
STRAD User Dashboard	STRAD User Dashboard 5 - Extremely helpful	STRAD User Dashboard 4	STRAD User Dashboard 3	STRAD User Dashboard 2	STRAD User Dashboard 1 - Not helpful at all	STRAD User Dashboard I don't use this dashboard
Swaps & Syndications	Swaps & Syndications 5 - Extremely helpful	Swaps & Syndications 4	Swaps & Syndications 3	Swaps & Syndications 2	Swaps & Syndications 1 - Not helpful at all	Swaps & Syndications I don't use this dashboard
WBT Branch Manager Dashboard	WBT Branch Manager Dashboard 5 - Extremely helpful	WBT Branch Manager Dashboard 4	WBT Branch Manager Dashboard 3	WBT Branch Manager Dashboard 2	WBT Branch Manager Dashboard 1 - Not helpful at all	WBT Branch Manager Dashboard I don't use this dashboard
WBT RTL Banker Dashboard	WBT RTL Banker Dashboard 5 - Extremely helpful	WBT RTL Banker Dashboard 4	WBT RTL Banker Dashboard 3	WBT RTL Banker Dashboard 2	WBT RTL Banker Dashboard 1 - Not helpful at all	WBT RTL Banker Dashboard I don't use this dashboard
WT CM Manager – Complaint Management	WT CM Manager – Complaint Management 5 - Extremely helpful	WT CM Manager – Complaint Management 4	WT CM Manager – Complaint Management 3	WT CM Manager – Complaint Management 2	WT CM Manager – Complaint Management 1 - Not helpful at all	WT CM Manager – Complaint Management I don't use this dashboard
WT CM Officer – Complaint Management	WT CM Officer – Complaint Management 5 - Extremely helpful	WT CM Officer – Complaint Management 4	WT CM Officer – Complaint Management 3	WT CM Officer – Complaint Management 2	WT CM Officer – Complaint Management 1 - Not helpful at all	WT CM Officer – Complaint Management I don't use this dashboard
My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio	My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio 5 - Extremely helpful	My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio 4	My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio 3	My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio 2	My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio 1 - Not helpful at all	My EnAct COML PORTFOLIO, EnAct Private Portfolio, EnAct Cash MGMT Portfolio I don't use this dashboard

Question Title

* Please rate the effectiveness of each of these reports (on a scale from 5-1 with 5 being extremely helpful and 1 being not helpful at all):

	5 - Extremely helpful	4	3	2	1 - Not helpful at all	I don't use this report
11.1 – WTFC – Call Report	11.1 – WTFC – Call Report 5 - Extremely helpful	11.1 – WTFC – Call Report 4	11.1 – WTFC – Call Report 3	11.1 – WTFC – Call Report 2	11.1 – WTFC – Call Report 1 - Not helpful at all	11.1 – WTFC – Call Report I don't use this report
11.1 – WTFC – Coverage Summary Report	11.1 – WTFC – Coverage Summary Report 5 - Extremely helpful	11.1 – WTFC – Coverage Summary Report 4	11.1 – WTFC – Coverage Summary Report 3	11.1 – WTFC – Coverage Summary Report 2	11.1 – WTFC – Coverage Summary Report 1 - Not helpful at all	11.1 – WTFC – Coverage Summary Report I don't use this report
11.1 – WTFC – Pipeline Summary/Detail Report	11.1 – WTFC – Pipeline Summary/Detail Report 5 - Extremely helpful	11.1 – WTFC – Pipeline Summary/Detail Report 4	11.1 – WTFC – Pipeline Summary/Detail Report 3	11.1 – WTFC – Pipeline Summary/Detail Report 2	11.1 – WTFC – Pipeline Summary/Detail Report 1 - Not helpful at all	11.1 – WTFC – Pipeline Summary/Detail Report I don't use this report
10.1 – WTFC – Associated User Pipeline Events – Open/Won	10.1 – WTFC – Associated User Pipeline Events – Open/Won 5 - Extremely helpful	10.1 – WTFC – Associated User Pipeline Events – Open/Won 4	10.1 – WTFC – Associated User Pipeline Events – Open/Won 3	10.1 – WTFC – Associated User Pipeline Events – Open/Won 2	10.1 – WTFC – Associated User Pipeline Events – Open/Won 1 - Not helpful at all	10.1 – WTFC – Associated User Pipeline Events – Open/Won I don't use this report
10.1 – WTFC – Referrals to Others Report Summary/Detail	10.1 – WTFC – Referrals to Others Report Summary/Detail 5 - Extremely helpful	10.1 – WTFC – Referrals to Others Report Summary/Detail 4	10.1 – WTFC – Referrals to Others Report Summary/Detail 3	10.1 – WTFC – Referrals to Others Report Summary/Detail 2	10.1 – WTFC – Referrals to Others Report Summary/Detail 1 - Not helpful at all	10.1 – WTFC – Referrals to Others Report Summary/Detail I don't use this report

Question Title

* How frequently do you log into EnAct CRM?

Daily

Every other day

Once a week

Once every other week

Once a month

Less than once a month

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* Select all of the ways you use CRM

To identify leads

To research leads

To qualify leads

To log calls to prospects

To log potential sales to prospects

To log potential sales to customers

To log calls to customers

To log other customer management activities

To research customers

Data

Question Title

* You consider the data on an organization in CRM to be:

Too little

Just right

Too much

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* How would you describe the quality of the data in CRM?

Worse than other CRMs because of input by Wintrust Employees

Worse than other CRMs because of the purchased data that we buy

Worse than other CRMs because of both input and purchased data quality

Pretty standard and comparable to other CRMs I have used

Better than other CRMs I have used

I have never used another Customer Relationship Management System

Comments:

Question Title

* Which of the following do you think would improve the quality of data in CRM (check all that apply)

Different/more purchased data from reporting agencies

More consistent input by Wintrust Employees

N/A

Comments:

System Response Times

Question Title

* Do you access EnAct CRM through the web/URL or through the Outlook PlugIn?

Web URL

Outlook PlugIn

Both

Question Title

* How would you rate the response times of EnAct CRM via the Web?

Outstanding

Above average

Fair

Slow

Terribly slow

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* How would you rate the response times of EnAct CRM via Microsoft Outlook?

Outstanding

Above average

Fair

Slow

Terribly slow

N/A I don’t use the Outlook PlugIn

Question Title

* How would you rate the response times of EnAct CRM via the Web when compared to other Wintrust Applications?

Much faster than other Wintrust applications

Somewhat faster than other Wintrust applications

The same as other Wintrust applications

Slower than other Wintrust applications

Much slower than other Wintrust applications

Highlights & Pain Points

Question Title

* What is your role at Wintrust?

Question Title

* Which entity do you work for?

Question Title

* Where is your primary desk located?

Question Title

* Branch Number (if applicable)

Question Title

* How interested are you in using mobile EnAct CRM?

Question Title

* How many minutes a week do you spend in EnAct CRM?

Question Title

* Please select the dashboards you use and rate their effectiveness (on a scale from 5-1 with 5 being extremely helpful and 1 being not helpful at all):

Question Title

* Please rate the effectiveness of each of these reports (on a scale from 5-1 with 5 being extremely helpful and 1 being not helpful at all):

Question Title

* How frequently do you log into EnAct CRM?

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* Select all of the ways you use CRM

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* You consider the data on an organization in CRM to be:

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* How would you describe the quality of the data in CRM?

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* Which of the following do you think would improve the quality of data in CRM (check all that apply)

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* Do you access EnAct CRM through the web/URL or through the Outlook PlugIn?

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* How would you rate the response times of EnAct CRM via the Web?

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* How would you rate the response times of EnAct CRM via Microsoft Outlook?

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* How would you rate the response times of EnAct CRM via the Web when compared to other Wintrust Applications?

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* What would you change about the system if you could?

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* What is the easiest thing for you to do in EnAct CRM?

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* What is the most time consuming thing you do in EnAct CRM?

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* What is the most frustrating thing you do in EnAct CRM?