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  • Elucid
    Pre-Sales Questionnaire
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  • Page 1

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  • Pre-Sales Questionnaire
  • To assist the Elucid team in understanding your system requirements please complete the following questionnaire.
  • Current Software

  • Page 2

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  • Business Statistics
  • Please give details of:
  • What is included in your product range?
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  • Employees

  • Page 3

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  • Selling Channels
  • Which channels do you sell through?
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  • Which marketplaces do you currently operate in?
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  • Websites
  • Are the sites to be redesigned by Sanderson?

  • Page 5

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  • Marketplace Integrations
  • Which marketplaces do you integrate with?
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  • Do you have a direct integration to the above marketplaces?
  • Do you use Channel Advisor to integrate to these marketplaces?

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  • Stores
  • Do you have stores?
  • Are your stores based
  • Is your EPoS system:
  • Do you replicate data between head office and stores?
  • Do you replenish from head office directly to the stores?
  • Do you use GiveX at the stores?

  • Page 7

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  • Mobile Commerce
  • Do you have a strategy for mobile commerce?
  • Are you selling in-store via tablets or kiosks?
  • Marketing Integration
  • Do you use email marketing?
  • What data is required to be sent to the email marketing company?
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  • What information is imported back into the database?
  • External mailing codes and campaign dates
  • Are the customer records updated with mailing campaign details?
  • Do you mail customers internally?
  • Do you use a mailing house to mail customers?
  • Do you segment your customer database?

  • Vouchers and Promotions

  • What types of vouchers and promotions do you use?
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  • Do you use serialised gift vouchers?

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  • Postcode Address Software (PAF)
  • Do you cleanse your customer data internally?
  • Do you de-dupe your customer data internally?
  • Do you send your internal database files to be cleansed/de-duped by a third party agency?
  • Payment Gateway
  • Are your payment gateways PCI compliant?
  • Do you integrate to any fraud prevention and security?

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  • Finance Management
  • How do you cost your products:
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  • Computer Telephone Integration (CTI)
  • Do you have a CTI Integration?
  • Do you use a third party call centre?

  • Direct Despatch/Fulfilment

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  • Retail/Trade Operation
  • Do you have trade customers?
  • Do you have a sales team who manage trade customers?
  • Customer Communications
  • Do you communicate with your customers using any of the following methods?
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  • Do you communicate to customers for any of the following?
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  • Manufacturing
  • Do you manufacture products?
  • Warehouse Management
  • Do you have any virtual warehouses?
  • Do you use RF Trackers in your warehouse?
  • Which carriers do you integrate with?
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  • Do you despatch overseas?

  • Page 12

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  • Forecasting

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  • Key Reporting
  • Please list any examples of reports used on a daily, weekly, monthly basis to manage your business; and state if a sample is attached.
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  • Current Reporting
  • Current Documentation
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  • Business Intelligence
  • Do you currently use Business Intelligence?

  • Page 14

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  • Hardware
  • Are your servers virtualised?
  • Data Conversion
  • Sanderson can assist you in migrating data from your current system. Sanderson can import data using .CSV files. For Sanderson to carry out data transfers you must supply the data in the appropriate format:
  • Which of the following areas are you interested in transferring to the Elucid system?
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  • Page 15

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