Infor - Sertifi Referral
Company Information
Company Name
Company Street
Company Street 2
Company City
Company State
Company Zip/Postal Code
Company Country
Company Phone Number
Referred Company Contact Information
First Name
Last Name
Title
Phone Number
Email
Referral Information
New or Existing Sertifi Customer?
New Customer
Existing Customer
Products Referred
eSignatures
ePayments
Payment Processor
Opportunity Details
Include use case and your relationship to lead
Next steps discussed
Demo, call, etc
Infor products of interest
Sales & Catering
Online Ordering
Online Booking
Dining/Activity Reservations
Timeframe for purchase
Does prospect have a budget for purchase?
Infor salesperson
Contact Information