Account Profiling (Survey) Lead Script with both qualifying and non-qualifying custom questions Hi Mark, This is Sam Johnson. I am calling from ____ on behalf of ______ , How are you doing today? The reason for my call was to gain knowledge on how does the ERP structure of your company works as we will be rolling out a report/publication in this quarter which will focus on opinions from professionals like you of various industries. So I would like to know: Custom Questions ( Yellow once are optional ) (Caller can club the questions and ask) 1. Do you currently have a project to acquire or replace a Enterprise level software? • Yes • No 2. (IF Yes) are you planning to replace on of the following? 3. What type of project will this be? • ERP for Distribution Industries • ERP for Services (Non-manufacturing) • Mixed-Mode Manufacturing (ERP) • Process Manufacturing (ERP) • For Business Performance Management • Complete Integrated BI solution • Complete Supply Chain Solution 4. Is this going to replace an existing system or a brand new implementation? • New implementation • Replacement • Upgrade 5. What are you currently using for [type of system they're replacing]? 6. Reason for Replacement? • Lack of Functionality • dissatisfactory Service • Save Cost Downsizing • Consolidating Packages • Other (please specify): 7. ERP/Accounting Software in use currently? (if not an ERP project) 8. What Stage of the project are you currently in? • Early Stages Discovery and business case • Gathering requirements • Contacting Vendors for quotes • Making Decision 9. Will you have an RFP for this project? • Will not have • Creating RFP currently • Waiting on vendors to answer • Completed about to decide Enterprise level So ware such as: • Discrete ERP • ERP for Distribu : on • ERP for Services • Business Intelligence(complete solution not just modules of it) • Business Performance (complete solu : on not just modules of it) • ERP for Mixed Mode • ERP for Process Manufacturing • Supply Chain Management (complete solu : on not just modules of it) 10. No of Users? • 1 - 10 users • 11 to 25 users • 26 to 50 users • 51 to 100 users • 101 to 250 users • 251 to 500 users • 501 to 1,000 users • 1,001 to 5,000 • Greater than 5,000 users 11. Single/Multiple Sites ? • Single site • Multiple sites nationwide • Multiple sites internationally 12. What languages will the system require to be in? (spoken languages, i.e localization) 13. What is the Budget Allocated for this project? • 0 to $25000K • $25001K to $50000K • $50001 to $100000 • $100001 to $250000 • $250001 to $500000 • $500001 to $1M • Over $1M 14. When are you making a decision on the solution? • 1 Month • 2 - 6 Months • 7 - 12 Month • 12 Months + 15. Involvement in Decision? • Evaluator • Influencer • Decision maker 16. Have you looked at any Potential vendors? (Can you give the vendor name and solution name if possible) 17. When would you be ready to speak to vendors: • Already Speaking to Vendors • Ready Now • in 1-2 Months • For any other timeframe please specify 18. Are you open to a hosted/SaaS solution: • Only Hosted or SaaS • Definitely not hosted • Maybe Hosted • Didn't think about it yet Call Notes Confirm : Email Job title & Zip Code Thank you for the details and your time. Have a great day ahead.