SALES QUESTIONNAIRE

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Ticket Number*
PRE INSTALLATION
Customer Name*
Do they know about cabling?*
- Yes
- No
Notes:
Do they know how many datapoints are required?*
- Yes
- No
Notes:
Does the venue have internet?*
- Yes
- No
Notes:
Have you filled out the "CTS Waiver" form? (Only applicable if customer is supplying own hardware)*
- Yes
- No
Notes:
Are they aware poles will not be being installed by our technicians?*
- Yes
- No
Notes:
Additional notes on Pre-Installation:
INSTALLATION
Is installation or Go Live required outside of business hours?*
- Yes
- No
Notes:
Do they know this will result in additional implementation hours being used?*
- Yes
- No
Notes:
Will a site visit be required prior to installation?*
- Yes
- No
Notes:
What is their desired installation date?
Notes:
Will they have their integrated eftpos terminals? What type are they?*
- Yes
- No
Notes:
(For new venues) What is the proposed opening date? Are there requirements stating they MUST be open by a certain date?
(For existing/already trading venues) What are the current trading hours?
Additional notes on Installation:
TRAINING
Have you gone through the structure of the training session and how many sessions will be required?*
- Yes
- No
Notes:
Have you explained the importance of the datafile? (and membership collection file if required)*
- Yes
- No
Notes:
How many people will be trained in back office use?
How many FOH staff will need to be trained onsite?
Are there any previous Bepoz users?*
- Yes
- No
Notes:
Additional notes on Training:
INTEGRATIONS & INTERFACES
*
- Ebet
- Aristocrat
- IGT
- GCS
- Maxetag
- Invitbox
- ALM
- ILG
- Xero
- MYOB
- Time Target
- Protel
- RMS
- Roommaster
- Clipp
- None
Additional notes on Integrations and Interfaces:
CUSTOMER EXPECTATIONS
What are the specific requirements of the venue?
What has been promised regarding the implementation process?
INVOICING & PAYMENTS
Are they aware that the deposit payment and direct debit forms must be returned before any work commences on their system?*
- Yes
- No
Notes:
Do they understand that the balance is due ➔ for BEPOZ - 7 days prior to installation? ➔ for VECTRON VIC - after the installation?*
- Yes
- No
Notes:
Are they going through a finance company? Which one?*
- Yes
- No
Notes:
Are there any payment terms outside the usual?*
- Yes
- No
Notes:
Have you discussed travel time/accommodation/meal allowance? (charged on contract)*
- Yes
- No
Notes:
Do they know flights/car hire/parking onsite when not provided is TBA? (listed as TBA on contract)*
- Yes
- No
Notes:
Additional notes on Invoicing and Payments:
Notes:

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SALES QUESTIONNAIRE

PRE INSTALLATION

INSTALLATION

TRAINING

INTEGRATIONS & INTERFACES

CUSTOMER EXPECTATIONS

INVOICING & PAYMENTS