Discovery Call - XSales Mobility

1. GENERAL INFORMATION

Date

Lead generated by

Partner

XSales®

Name:*

Prospect Relationship*

Discovery call date

Presentation estimated date

2. LEAD DETAILS

Name

First

Last

Industry*

Website*

Address

Street Address Street Address Line 2 City State / Province / Region Postal / Zip Code Country

Contacts*

Name

Job Title

Phone

E-mail

Negociator

Project Sponsor

Functional Project Leader

Technical Project Leader

3. GEO

Countries in the scope of the project*

Languages of the user interface*

4. MASTER DATA

Total number of customers*

Total number of SKUs*

Average customers per mobile user in a day*

Average SKUs per ticket*

Empties management

Yes

No

Batch management

Yes

No

5. ERP

ERP*

ERP version*

Company that implemented ERP*

6. MOBILE SALES EXECUTION SOFTWARE

Current mobile sales execution software and version*

7. MOBILE DEVICES

Current mobile printer manufacturer*

Model*

Current mobile cell phone manufacturer*

Model:*

Operating systems version*

Inches*

8. COMMUNICATIONS

Synchronization frequency*

Synchronization media (wifi, cell data plan, etc.)*

9. MOBILE USERS PER COUNTRY

Presale number of users*

Delivery number of users*

Direct sales number of users*

Supervisor number of users*

Other mobile users*

10. XSALES® PROPOSAL

Users*

Mobile

Console

XSales® SFA

XSales® Maps

XSales® Store

Transactions*

XSales® Consumer

Methodology (Weeks)*

SRA

SC/SI

FT

Pilot go live

Rollout

Considerations*

Estimated closed date

Last Modification date

Last modification by

11. NOTES

Current challenges*

Project description and expectations*

Sales interactions to date*

Additional notes*