Zoey Implementation Intake Form

1
Account Owner EmailThis is the email address used to purchase your Zoey Subscription
example@example.com
2
Your TeamPlease use the below field to list out the names, emails and role for the team members that will be participating in the Zoey Implementation Phase. You do NOT need to include Sales Reps, or Customer Support personnel that will be trained after the initial setup, and integration tasks.
Huge
Large
Normal
Small
Ok
Ok
3
Pick your Timezone(s)You may select multiple if you have main contacts on your team in different locations
Eastern Time
Central Time
Mountain Time
Pacific Time
Other
4
Briefly describe your business and how you intend on using ZoeyPlease include any reasons you selected Zoey over your current B2B platform or the other platforms you evaluated.
Huge
Large
Normal
Small
Ok
Ok
5
Will we be integrating Zoey with any other Software?
Avalara
NetSuite
SalesForce
ShipStation
Quickbooks Online
Shipper HQ
QuickBooks Desktop (via Connex)
Finale Inventory
Other WMS/Inventory System
Other ERP System
Other CRM System
Other
6
How many people and what roles at your organization will be using Zoey?You can enter: 2 Administrators, 12 Sales Reps, 3 Customer Service etc...
7
Which main Zoey Products will you be launching for your business?
Customer Web Portal
Sales Portal Mobile App
8
How will you be using your Customer Portal?Each option has many settings and configurations, choose the option that more closely describes what you're looking for.
No Customer Portal/Website
Login-Only - Linked from Main Website (not Zoey)
View with Restrictions - Zoey is Not Main Website
Zoey Will Replace Main Website
I don't know yet, we need to discuss the options further.
9
When are you expecting to go live?
10
Describe your Customers.Choose the option below that best describes your customers
B2B Only
B2B & D2C/Retail
11
How Many Customers will Zoey be handling Orders for?
1 - 100
100 - 1,000
1,000 - 5,000
5,000 - 15,000
15,000+
Note: please exclude any customers that will NOT have their orders entered or placed through Zoey
12
Which option(s) best describes your Ordering process?You may select multiple if needed
Orders are fulfilled immediately
Items can be Back-ordered
Orders need to be Split into multiple orders
Pre-order inventory seasonally to be fulfilled at a later date
Sales Quotes for review/approval before submitting as an Order.
13
How do you charge Shipping on Orders?Multiple Choice - Select the option{s) that best describe how you charge shipping or freight.
UPS, USPS, or FedEx Rates
Pre-defined rules for rates (spreadsheet)
Customers provide their own shipping account
Pick-up from one or more of our locations
We never charge shipping
Freight Carriers for LTL/FTL
It is complicated/hard to answer this question.
Other
14
How do your customers pay their invoices?Multiple Choice - Select the option{s) that best describe how your customers pay their invoices. Please note: Zoey supports Credit Card processing through Authorize.net, Stripe, PayPal, Cybersource and Braintree only.
Credit Card Authorization/Pre-payment through Zoey (Stripe/Auth.net/PayPal)
Credit Card Authorization/Pre-payment - NOT IN ZOEY
Net Terms and Credit Limits
ACH - Stripe through Zoey
Manual Payments
I don't understand any of the above, let's discuss on a call.
Other
15
Describe your ProductsMultiple Choice - choose the option(s) that best describe the products that will be sold via Zoey
Simple/Inventory Items - no variations or customizations
Variation/Configurable Items - different sizes, colors, or other variations
Kits/Bundles
Other
16
How many Products are you going to be selling on Zoey
1 - 50
50 - 500
500 - 1,000
1,000 - 5,000
5,000 - 15,000
15,000 - 30,000
30,000+
Note: please exclude any products that will NOT be ordered by Customers or Sales Reps through Zoey
17
Which product features are important for your businessMultiple Choice - choose the option(s) that you believe you will need for your products.
Price Lists - Our products are sold at different prices to different customers.
Min/Max Qty - Our products need to be purchased in minimum or maximum quantities.
Increments - Our products are sold in incremental quantities.
Packaging - Customers can choose to order by the Case/Pallet or sometimes individuals (eaches).
Restrictions - Certain products or categories are only available to specific customers.
Inventory - We track inventory for our products and need Zoey to be in-sync with our stock.
Other
Should be Empty: