Customer Interview Sheet – Creatio Partner Sales Preparation Customer Interview Sheet Creatio Partner Sales Preparation Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. 1. Customer Information Customer Company NamePrimary Contact NameTitle / DepartmentEmail / PhoneCreatio Account ExecutiveDate of InterviewAnticipated Presentation Date 2. Business Overview Describe the customer’s primary business and industry.Top 3 business priorities in the next 12–18 monthsKey operational or process challenges todayExpected outcomes from integration with Creatio 3. Creatio Environment Creatio edition in use (Growth, Enterprise, Studio, etc.)Number of Creatio users and departments involvedExisting integrations or middlewareKey Creatio modules used (Sales, Marketing, Service, etc.)Custom sections or objects related to finance or operationsAdd-ons or marketplace apps in use 4. Financial / ERP Application Details Current Financial/ERP system(s)Number of accounting usersHosting 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? Presentation Business payment 6. Integration Objectives Top 3 workflows to automate (e.g., Opportunity → Invoice → Payment) Source and target systemsPreferred 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 integrationSecurity/compliance requirements (SOC 2, HIPAA, GDPR, etc.)Preferred authentication methodTechnical point of contact (Name, Title, Email) 8. Desired Presentation Focus Integration Capabilities OverviewFinancial Application MappingPayment Gateway OptionsReal-Time Sync DemonstrationAI SmartFlows / SmartAgents ShowcaseLicensing & Deployment OptionsSupport, Training, and SmartSupport Overview 9. Next Steps Date presentation neededType of session (Discovery, Demo, Technical Deep Dive, Proposal Review)Key decision-makers attendingBudget or timeline considerationsAdditional notes / context 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.Submit
