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Pre-Sales Needs Assessment Form
Please complete this short questionnaire to assist AccountMate Pre-Sales.
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Contact Information
BP Number
*
BP Contact
*
BP Email Address
*
Client Company Name
*
Client Company Location
*
Client Company Website
*
Business Solution Currently in Use
*
Number of Years Running Solution
*
What type of business are you in?
Please select one...
Banking/Finance
Construction
Distribution
E-commerce
Education
Manufacturing
Not for Profit
Public Works and Government
Retail
Service
Other (please specify)
If Business Type is "other", please specify:
Total Number of Employees
*
Number of Users that Will Use AccountMate
*
Budget for the Purchase
*
Time Frame to Purchase AccountMate
*
Required Functions and Features of Future Solution
*
Current Challenges of Existing Solution
*
Expected Benefits from the AccountMate Solution
*
* Indicates a required field.
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