Market Survey Form

1. Customer Basic Details

Customer Name*

Company/Firm Name

Contact Person

Mobile Number*

Email ID

Address / Location

City / District

Segment Type

IndustryHospitalHotelCommercial ComplexTelecomConstructionSchool/CollegeAgricultureResidentialGovernmentOther

Survey Date

Sales Executive Name

2. Existing DG Details

DG Brand

DG Capacity (kVA)

Quantity Installed

Fuel Type

DieselGasOther

CPCB Norm

CPCB IICPCB IV+

Year of Purchase

Application Usage

Running Hours / Day

Average Load (%)

Standby or Prime Use

StandbyPrime

3. Purchase & Decision Factors

How did customer select the existing DG brand?

PriceBrand ReputationFuel EfficiencyService SupportAvailabilityConsultant RecommendationDealer RelationshipDelivery TimeOthers

Who influenced the purchase decision?

OwnerPurchase TeamConsultantElectrical ContractorDG Technician/MechanicProject TeamOther

4. Customer Satisfaction Feedback

Rate the present DG set performance

Fuel Efficiency

ExcellentGoodAveragePoor

Noise Level

ExcellentGoodAveragePoor

Reliability

ExcellentGoodAveragePoor

Ease of Operation

ExcellentGoodAveragePoor

Spare Availability

ExcellentGoodAveragePoor

Service Support

ExcellentGoodAveragePoor

Maintenance Cost

ExcellentGoodAveragePoor

Overall Satisfaction

ExcellentGoodAveragePoor

5. Service & AMC Information

Is AMC running currently?

YesNo

AMC handled by

OEMDealerLocal MechanicIn-house Team

Frequency of breakdowns

FrequentOccasionalRare

Major complaints faced

High Diesel ConsumptionOil LeakageStarting ProblemOverheatingExcessive NoiseSpare Parts DelayService DelayAlternator IssueEngine IssueOthers

6. Future Requirement & Opportunity Mapping

Is customer planning for

New DG PurchaseReplacement of Existing DGCapacity UpgradeAdditional DG RequirementSynchronization PanelAMF PanelAcoustic EnclosureLighting Tower

Expected Requirement Timeline

ImmediateWithin 3 MonthsWithin 6 MonthsWithin 1 YearNo Current Plan

Expected Capacity Requirement

Budget Range

7. Competition Mapping

Which brands are being considered currently?

Mahindra PowerolCumminsKirloskarAshok LeylandTataEicherOthers

8. Influencer Details

Electrician Name

Electrician Mobile Number

DG Mechanic Name

DG Mechanic Mobile Number

Consultant Name

Consultant Mobile Number

Contractor Name

Contractor Mobile Number

9. Lead Assessment by Sales Executive

Purchase Probability

HighMediumLow

Expected Capacity

Expected Value

Decision Maker Name

Next Follow-up Date

Key Opportunity

10. Sales Executive Observation

Key observations from customer visit

11. Customer Consent

Customer Signature / Name

Sales Executive Signature / Name