Customer Interview Sheet

Creatio Partner Sales Preparation

1. Customer Information

Customer Company Name

Primary Contact Name

Title / Department

Email / Phone

Creatio Account Executive

Date of Interview

Anticipated Presentation Date

2. Business Overview

Describe the customer’s primary business and industry.

Top 3 business priorities in the next 12–18 months

Key operational or process challenges today

Expected outcomes from integration with Creatio

3. Creatio Environment

Creatio edition in use (Growth, Enterprise, Studio, etc.)

Number of Creatio users and departments involved

Existing integrations or middleware

Key Creatio modules used (Sales, Marketing, Service, etc.)

Custom sections or objects related to finance or operations

Add-ons or marketplace apps in use

4. Financial / ERP Application Details

Current Financial/ERP system(s)

Number of accounting users

Hosting type (on-premise, cloud)

Objects to integrate (Customers, Invoices, Orders, etc.)

Multi-entity or multi-currency setup?

Special billing or revenue recognition requirements

5. Payment Processing

Does the customer process credit card or ACH payments?

Which payment gateway(s) are currently used?

Recurring billing or payment plans required?

Tokenized/stored payment methods in Creatio?

6. Integration Objectives

Top 3 workflows to automate (e.g., Opportunity → Invoice → Payment)

Source and target systems

Preferred sync frequency (real-time, scheduled, manual)

Integration direction (one-way or bi-directional)

Reporting, dashboard, or AI-driven analytics goals

7. Technical Environment

Hosting preference for integration

Security/compliance requirements (SOC 2, HIPAA, GDPR, etc.)

Preferred authentication method

Technical point of contact (Name, Title, Email)

8. Desired Presentation Focus

Integration Capabilities Overview

Financial Application Mapping

Payment Gateway Options

Real-Time Sync Demonstration

AI SmartFlows / SmartAgents Showcase

Licensing & Deployment Options

Support, Training, and SmartSupport Overview

9. Next Steps

Date presentation needed

Type of session (Discovery, Demo, Technical Deep Dive, Proposal Review)

Key decision-makers attending

Budget or timeline considerations

Additional notes / context

Integration SmartAgents Email

Submission Instructions:

Please complete this sheet and send to:
■ sales@interweave.biz
■ (800) 671-8692
■ At least 3 business days prior to the scheduled presentation date.

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Customer Interview Sheet – Creatio Partner Sales Preparation