Basic Requirements for SOMBI Setup

First Name

Last Name

Company Name *

Phone *

Email *

Users

List the team members who need access to the platform.

Customer Database *

Use the contacts template

Copy the link to download the contacts template: https://docs.google.com/spreadsheets/d/1X0a54J-q-4B9imSKc-8Yv6lXYKiqD0buBOJ36GtyTP0/edit?usp=sharing

Brandkit: Company Logo & Brand Color Codes

HD quality Logo & Color Codes

Current Invoice & Proposal Template *

Upload your current Invoice & Proposal template

List of all products/ Services with the correct prices (Excl. BTW) *

Please indicate explicitly whether 10% BTW is applied

Internal Process from Lead to Customer for Opportunity Pipeline *

Upload your process in a document.

Contracts/ Documents used for the customer

Upload all contracts/documents that are being used for customers.

All current registration forms used *

Add the link of all your Registration Forms, Survey's etc.

Social Media Integration

Steps:

Do you currently working in a Finance System? *

Yes

Which finance tool are you currently using?