Cxo Survey Start

1. What are your organization’s biggest challenges in optimizing service revenue and profitability? (Select all that apply)

Rising complexity in pricing and service models

Unpredictable revenue and margin erosion

Inefficient quoting and approval processes

Misaligned sales forecasts with service delivery actuals

2. What are the biggest barriers to scaling and achieving your revenue growth targets? (Select all that apply)

Revenue leakage due to manual processes and inconsistent pricing adjustments

Limited visibility into financial performance and profitability metrics

Misalignment between sales, finance, and service delivery teams

Difficulty forecasting revenue due to complex or unpredictable pricing structures

Inability to scale personalized pricing and service models efficiently

3. How do you currently measure the success of your Service Quoting and pricing strategy? (Select all that apply)

Revenue growth and profitability

Quote-to-cash cycle efficiency

Customer satisfaction and retention

Cost savings through automation and efficiency

Improved financial forecasting and predictability

4. How effective is your current service pricing and quoting process in ensuring profitability and financial predictability? (Linear Scale: 1 = Not Effective, 5 = Highly Effective)

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5. How frequently do service delivery challenges (e.g., scope creep, delays, cost overruns) impact your financial performance? (Select One)

Rarely (Less than 10% of projects)

Occasionally (10-30% of projects)

Frequently (30-50% of projects)

Very often (More than 50% of projects)

6. Which financial risks concern you the most in your services business? (Select all that apply)

Revenue leakage due to inaccurate quoting or scope changes

Discounting and pricing inconsistencies affecting margins

Project delays leading to cash flow issues

Inefficiencies in revenue recognition and billing cycles

Other (Please specify): Add custom answer

7. What strategic outcomes would have the most significant impact on your company’s financial health? (Select up to 3 options)

Please select up to 3 options

Maximizing revenue potential through optimized pricing and quoting

Improved revenue forecasting and financial predictability

Faster sales cycles and reduced approval bottlenecks

More accurate pricing to prevent margin erosion

Better alignment between sales, finance, and service teams

Streamlined billing and revenue recognition

8. How much potential margin improvement do you believe could be achieved by optimizing your service pricing and quoting processes? (Select One)

Less than 2% margin improvement

2-5% margin improvement

5-10% margin improvement

More than 10% margin improvement

9. How much revenue potential do you believe is lost due to inefficiencies in your Service Quoting and pricing processes? (Select One)

Less than 5% of total revenue

5-10% of total revenue

10-20% of total revenue

More than 20% of total revenue

10. How important is it for your organization to have a Connected Services Outcomes that align financial plans, sales forecasts, and delivery actuals? (Linear Scale: 1 = Not Important, 5 = Essential)

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Connected Services Outcomes: Unlocking Growth, Efficiency & Customer Satisfaction