FAQs
What is the Dealer Readiness Checklist?
The Dealer Readiness Checklist is a Qualification tool implemented by ERP Success Partners to ensure our team is able to gather at a high-level your company’s process from CRM, to Order Processing, to Inbound and Outbound shipment and installation for Steelcase and non-Steelcase lines of business, ahead of your CFI Suite implementation. It provides our CFI team with high-level details about your business operations, allowing us to assess their complexity, determine an appropriate complexity level, and prepare for onboarding you to CFI Suite
What to expect when I have filled in the form?
Once you have completed the form submission, our expert team will handle the heavy lifting, ensuring a smooth digital transformation for your business. Here is a high-level overview on the next steps once the form is filled:
- Our team evaluates your submitted information
- Our team will reach out for next-steps calls (pricing discussion including BPR, pricing discussion, Demo scheduling)
- Our team will generate your Statement of Work
What if someone else should fill the form instead of me?
If you would like a different team member to be filling this instead of you, please notify us by replying to this email with the POC name, email and job title.
Is the form secure?
Rest assured that all information contained in your submission is maintained at complete confidentiality at ERP Success Partners. For more details, please visit our Politique de confidentialité on how we store your personal information.