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BUSINESS Quote Inquiry
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Name
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First
Last
Email
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Phone or other contact
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Where did you hear about us?
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Facebook
LinkedIn
Other Social media
Friend / Collegue
Consultant
Company main business
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Number of employees
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1-5 persons
6-10 persons
10-20 persons
more than 20
SKU/ Number of products for sale
*
Average inquiries per day (range)
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Number of suppliers (range)
*
Do you use ERP/CRM/WMS system? What model?
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How you plan to exchange data with MarketXpert?
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API
Files - Excel/CSV
Manual export/mport
Need advise
Sales channels
B2B (Business to Business)
B2C (Business-to-Consumer)
Both
Iinternal only
What should we automate first? (top 3 checkbox)
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Generating offers
Responding to standard questions
Searching for products/alternatives
Recommendations/cross-selling
Follow-up and reminders
Where would you prefer the system to be located
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Cloud
On-premises (local)
Hybrid (mixed)
We are not sure
Will personal/sensitive data be processed?
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Yes
No
We don't know
When would you like to start?
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Within 1 month
Within 3 month
Within 6+ months
Do you have an internal IT person/team?
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Yes
No
Need training for a number of employees?
2-3
4-8
9+
Describe 1-2 examples of a typical query you process.
*
for of products
What is your biggest 'pain point' in the process?
*
GDPR
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