/ IDL Systems Limited
6 Rangewood Road
South Normanton, Alfreton
Derbyshire , DE55 3BS
Tel: 0845 092 0926
01773 863 611
Web: www.idlsystems.co.uk
Email:

Request for Demo of Sage:

Please email this form back to IDL Systems Ltd.

Demo Information:

·  For you to get an idea as to what the Sage 300 ERP Accounting System is all about, please request an Initial Overview of the System.

·  We will set up an Online Webex, using the Citrix “Gotomeeting” product.

·  The following is required;

o  PC with mic & speakers

o  If not, then you can connect via phone. (If multiple people, will need a speaker phone)

·  Please complete as much of this document so that it will give me some sort of idea as to what you currently have.

·  Please supply a date and time that is convenient for you:

1st Option / 2nd Option / 3rd Option
DATE
TIME

·  Once the initial Demo has been performed and you are happy with what you see, then we can schedule more Online Presentations to show you the system in more depth.

General Company Information:

Company Name
Address – Line1
Line2
Postal Code
Phone
Web Site
No. Employees
Turnover
Contact Name
Position
DDI
Email
Other User on Demo: / Name-1
Position-1
Email-1
Name-2
Position-2
Email-2
Name-3
Position-3
Email-3

Current Systems:

Accounting ERP:
Product / What system are you currently using – For Example:
·  Sage 50
·  Sage 200
·  Sage 300
·  Exchequer
·  SAP
·  Microsoft Navision / Great Plaines
·  Excel Spreadsheets
·  Bespoke
Your ERP System:
Modules: / Modules
General Ledger
Multi-currency
Accounts Payable (Purchase Ledger)
Accounts Receivable (Sales Ledger)
Inventory (Stock Control)
Serial OR Lot Tracking
Purchasing (Purchase Order Processing)
Order Entry (Sales Order Processing)
Project & Job Costing
List any Others Below:
Number of users
Year Acquired
Fiscal Year
No.of Companies / How many separate Company Databases are you running.
Number of Companies:
Do you Consolidate:
Other Systems that Link / Interface with your Current ERP:
You may have other Add-on (Third Party) products that:
·  Are Add-On modules from third party suppliers.
·  Separate products that interface.
System-1
System-2
System-3
System-4
CRM System:
Product: / What system are you currently using – For Example:
·  Sage CRM
·  Salesforce
·  ACT!
·  Excel Spreadsheets
·  Bespoke
Your CRM System:
SALE-MMS-V01 Summary Project Plan.doc / Page 4 of 4