Sales Engineering Review

Business Information

Technology

Service Delivery

Sales Information

Business Information

Who is submitting this record?

Record Type

Business Name

Customer Point of Contact Name

Customer Location (City, State, Country)

Quote Number

Customer Industry

Please describe what the customer does.

How many seats does this customer have?

Please describe the customer business' regulatory requirements.

Current Environment Type

Please describe the customer's current environment

Proposed Environment Type

Please describe the customer's proposed environment.

What hardware will support this solution? Please provide model numbers and quantities.

What software will support this solution? Please provide software name and license quantity required.

Please describe the customer's connectivity solution. (E.g., fiber, cable, DSL, etc.)

Please describe the customer's unified communications solution. (E.g., POTS, VoIP, Skype for Business, etc.)

Please describe the customer's backup solution and data retention requirements. (If current customer, include current utilization)

Support Level

Please describe the support level for this customer, including any third-party customer applications.

What devices and applications will be monitored and managed as part of this agreement?

Candidate for Professional Services (E.g., data migrations, office moves, other IT projects)

Please describe Professional Services required.

Estimated MRC:

Estimated NRC:

When would the customer like for this to be delivered?

What other information would you like to include? (E.g., notes, observations, concerns, and expectations)

What specific questions do you have for the technical resource?

How do you feel about this opportunity? What support will you need to get this signed?