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General
How many company entities do you have?
*
How many currencies do you deal with?
*
How many employees/contractors will need access to ERP system?
*
General Total
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Sales and Marketing
What type of sales model do you have?
*
B2B
B2C
Via Distribution channel and Reps (MC)
Do you require an online portal for your customers or rep to place and track orders?
*
Yes
No
What are the different kinds of sales orders you need?
*
In stock
Back orders
Return orders
Direct delivery by suppliers
Manufacturing (MC)
Please rate the complexity of your sales fulfilment process
*
Very Low
Low
Medium
High
Very High
Sales & Marketing Total
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Products and Services
How many products or services do you offer to your customers?
*
Less Than 100
100-500
500-1000
1000+
Do you have product/service variations? Eg. (product variation: sizes; service variation: gold/silver packages)
*
Yes
No
Products & Services Total
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Procurement
Where are you vendors located?
*
US Only
US and International
Do you deal with customs and duties? (for international suppliers)
*
Yes
No
Do you need a supplier or vendor management portal?
Yes
No
Do you integrate or want to integrate with your suppliers using EDI/APIs?
*
Yes
No
Please rate the complexity of your procurement management process
*
Very Low
Low
Medium
High
Very High
Procurement Total
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Manufacturing
Do you Manufacture?
*
Yes
No
What kind of manufacturing?
*
Discreet
Process
Both
Please rate the complexity of your production process
*
Very Low
Low
Medium
High
Very High
Manufacturing Total
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Warehouse and Logistics
Do you have warehouses?
*
Yes
No
How many warehouse locations do you have?
*
Location calculation
Please rate the complexity of your warehouse management process
*
Very Low
Low
Medium
High
Very High
Do you have your own fleet?
*
Yes
No
What are the shipping providers you work with?
*
UPS
FedEx
USPS
3PLs
Other
Warehouse & Logistics Total
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Wrapping up questions
What data would you like to migrate from your existing system to the new ERP system?
*
Master Data
Master and Transactional Data
Not Sure
What is your company size in revenue (in $M)
*
Less than 100
100-300
300-500
500-1B
1B+
When are you looking to implement a new ERP system?
*
ASAP
Within 3 Months
Within 6 Month
Within 1 Year
After 1 Year
Wrapping up Total
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General Information
Name
*
First
Last
Business Email
*
Company
*
Title
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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Final Costing
in US Dollars ($)
One time Implementation cost
YOY Annual License Fee
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