ERP Presale Questionnaire

Choosing an ERP Is a Business Decision

Pre-Sales ERP Assessment Questionnaire

Before recommending any ERP system, we start with one thing:
understanding how your business actually works.

Company & Lead Information

Business context

Company Name

Company URL

Contact Name

Phone

Industry

Company Overview

Number of employees

Number of locations / branches

Number of departments

Business Operations & Challenges

Identify ERP drivers

What core business processes need automation or improvement?

Are you currently using an ERP or business management system?

Yes No

Which ERP system you are using now ?

What challenges do you face with your current system?

What are your primary goals for implementing a new ERP? (Select all that apply)

Functional Requirements

Financial Management

Which financial features are required?

Supply Chain & Inventory

Do you manage inventory?

Yes No

How many SKUs (Stock Keeping Units) and warehouses do you have?

Do you require lot/batch tracking or serial number management?

Yes No

Do you need procurement and supplier management?

Yes No

Shipping & logistics requirements

Third-party couriers Shipment tracking integration

Sales & Customer Management

Do you require CRM functionality?

Yes No

Required sales features:

Sales quotations & order management Customer communication tracking Sales pipeline & forecasting Contract / subscription management

Do you have an e-commerce store?

Yes No

If Yes, What is the eCommerce Platform?

Do you have a POS system?

Yes No

If Yes, What is the POS Platform?

Would you like the ERP to include an out-of-the-box website builder? (Yes/No)

Yes No

Manufacturing & Production (If Applicable)

Do you have a production process?

Discrete manufacturing Process manufacturing Job shop / custom production

Required features

Projects & Services (If Applicable)

Do you manage projects or services?

Yes No

what type of project /services you manage ?

Do you require field service management and scheduling?

Yes No

Do you need contract or service subscription management?

Yes No

HR & Payroll Management

Do you require HR or payroll features?

Employee records & payroll Attendance & leave management Performance management Recruitment & applicant tracking

Technical & IT Preferences

Preferred ERP deployment:

Cloud-based On-premise Hybrid

Desired implementation timeframe:

List other systems to integrate (if any)

Do you require mobile access?

Yes (sales, field teams, approvals) No

Internal IT capability

No IT team Basic IT support Experienced technical team

Compliance, Security & Decision Criteria

Risk, governance, and buying readiness

Do you have industry-specific compliance requirements?

Yes No

Role-based access control required?

Yes No

Audit logs and user activity tracking needed?

Yes No

Budget & Decision Criteria

What is your estimated budget for the ERP project?

What are the key factors influencing your decision?

Integration with Shopify & POS Inventory Management Capabilities Cloud-Based Solution Cost Efficiency

Who is the key decision-makers involved in selecting the ERP?

CEO CFO Operations Manager IT Manager

Final Step:

Do you want to request for a demo ?

Yes show ERP options with e-commerce & POS integration No

Additional Notes/Comments:

Let’s make
something innovative

Kick start project with us today

support@techyouknow.com

Services

Choosing an ERP Is a Business Decision

Pre-Sales ERP Assessment Questionnaire

Company & Lead Information

Business context

Company Overview

Business Operations & Challenges

Identify ERP drivers

Functional Requirements

Financial Management

Supply Chain & Inventory

Sales & Customer Management

Manufacturing & Production (If Applicable)

Projects & Services (If Applicable)

HR & Payroll Management

Technical & IT Preferences

Compliance, Security & Decision Criteria

Risk, governance, and buying readiness

Budget & Decision Criteria

Final Step:

Let’s make something innovative

Let’s make
something innovative