Prospect Referral Registration

Enterprise Resource Planning


 

 




Software Vendor Information

Company:  Vendor point of contact:

For software vendors participating in a managed referral program this should 

always be the vendor assigned manager

Sales person or channel managing the prospect:


Prospect Information

Organization:

Website:

Main contact:

Title:

Telephone number:

E-mail:

Other contact person and contact data (note decision makers)

                         Date of original contact (enter a date or unknown): 

                              Date of last contact (enter a date or unknown): 

Date to complete selection project (enter a date, none or unknown): 

How far is the prospect in the selection process? 

If full selection services sold do you want to be listed (per listing rules)Yes No


Has the prospect heard about SoftSelect's process from your sales team? 
 Yes  No  Unknown

On a scale of 1-5 what level of information was provided? (1 being just high level and 5 being in depth details about SoftSelect's process)

Reasons to make referral

Reason prospect being passed to SoftSelect (standard reasons are listed below)

Prospect plans to use a consultant

Prospect is confused, disorganized, and/or lacks project momentum

Prospect has eliminated or never reviewed your product and is leaning toward other software

Prospect has an unrealistic budget or no real sense of the value of the right type of system

 

Prospect is resistant for some other reason and you want your software offering's visibility improved