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Pre-Demo & Scope Form
Company Name
*
Primary contact name:
*
Email Address
*
Phone Number
*
Company Website
*
Country
*
Industry (e.g. Retail, Manufacturing, etc.):
*
Briefly describe your business and core activities:
*
Number of employees:
*
Are you currently using any ERP or CRM system?
*
Yes
No
Which applications are you using?
Which software are you currently using?
*
Which other software are you currently using?
*
Business goals & challenges:
*
Why are you considering a change or upgrade?
*
Lack of integration / siloed data
High maintenance or operating costs
Limited scalability
Missing features or poor functionality
User adoption or training challenges
Other
Modules & Functional Areas of Interest
*
CRM
Sales
Accounting
Invoicing
Purchase
Inventory / Warehouse
Manufacturing
Project Management
Timesheets
Website
eCommerce
HR
POS (point of Sale)
Marketing
Helpdesk
Subscriptions
Rental
Studio (Customization)
Other
Payroll
Voip
If other, please specify
Other operational details: multi-company, currency, language, etc.
List any key third-party integrations:
Estimated total budget(software, implementation, and training)?
*
Ideal go-live date:
*
Next Steps:
*
Schedule a tailored demo session
Provide a ballpark estimate
Share case studies and white paper
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