Customer On Site Survey

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  • 1. Has the key contact changed?

  • 2. Do they require additional licences?

  • 3. How many users do they have?

  • 4. Have any users changed? (Joined or left)

  • 5. How are they currently using iServer?

  • {{model.IServerUsage.length}}/255 Characters

  • 6. Are they getting ROI from iServer?

  • 7. Do they require any consultancy training or support?

  • 8. How would you rate their threat level?

  • 9. What is the reason for their threat level?

  • {{model.ThreatClarification.length}}/255 Characters

  • 10. Are they strongly interested in any products?
    (Want a demo or quote)

    • Yes
    • No

Accelerators (click to expand)

Accelerators (click to hide)

  • TOGAF

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • TOGAF + ArchiMate

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • eMMMv

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Lean

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • BPA

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • APQC

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • eTOM

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • SCOR

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • IT Governance

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • SABSA

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • ITIL UML

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • APM

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear

Communication Modules (click to expand)

Communication Modules (click to hide)

  • Portal

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Publisher

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Reporting Service

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Live Documents

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Web Modeler

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear

Integration Modules (click to expand)

Integration Modules (click to hide)

  • Data Exchange

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Diagram Exchange

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • BPM Connect

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • SAP Connect

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • BI Connect

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • ERWin Connect

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • Process Simulator

  • Purchased
  • Strong Interest
  • Possible Future Interest
  • Clear
  • 12. What is your next step for this Customer?

  • {{model.CustomerNextStep.length}}/255 Characters

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