Emerge PreSales Submission Form - BETA
Emerge Pre Sales Submission Form
Qualifying Pre Sales since 2018!
Account Managers E-Mail Address
Due Date (Date the AM has promised to deliver the quote to the customer)
Is Deal Registration Required
Is this customer approved?
Company Contact Name
Company Contact Phone Number
Company Contact Email Address
Engagement Summary - What Problem(s) are we trying to solve? (Prioritize if Multiple)
What service does this company provide?
Is technology part of their growth strategy?
Are there any planned/strategic IT initiatives we need to be mindful of in designing the solution?
Is there an established budget for this solution?
What is the customers timeline for implementation?
What is the PO approval process for this company?
Does the customer have a preferred technology manufacturer? If yes, what is it?
Have any other vendors been engaged to provide a quote for this solution?
Does the customer have an in house technical resource?
Is the customers environment currently managed by another MSP?
Is the customer interested in receiving a quote for management of this solution after implementation?
Cisco Unified Call Manager
Cisco Contact Center (UCCX/UCCE)
Migration Pysical to Cloud
Migration Cloud to Cloud
Assessment - Physical to Cloud
MS Cloud (O365)
Professional Services Quote
Block of Hours
Discovery & Design Consult
TBD Post Discovery Meeting
New Managed Services Agreement
Existing MS Amendment
Existing MS Renewal
Security- SOC Services
Security - Security Awareness Training
TBD- Post Discovery Meeting
New Cloud Services
Existing CS Amendment
Existing CS Renewal
Licensing & Software
IaaS Agreement / Additions
Datawatch Agreement / Additions Note: Supported Physical OS Versions: Microsoft Server 2008R2 SP1+, Windows 7SP1+, Linux See Datawatch Admin, Virtual: ESXi/Vmware must be licensed (non-free) version. Hyper-V is supported
vDesktop Agreement / Additions
Security - Cloud Security Services
Security - Mgd, Detection and Response
On a scale of 1-5 (5 Being the highest), what is the likelihood of this opportunity being won?
Should be Empty:
Copyright 2018 JotForm Inc.