Questionnaire - AppFusion

AppFusion Integration Questionnaire

Phone number (optional)

1. What systems do you want to integrate? (Please select at least 2)

ERP System (e.g., SAP, Odoo, Microsoft Dynamics) CRM System (e.g., Salesforce, HubSpot, Zoho CRM) E-commerce Platform (e.g., Shopify, WooCommerce, Magento) Payment Gateway (e.g., Stripe, PayPal, Square) Accounting Software (e.g., QuickBooks, Xero) Marketing Automation (e.g., Mailchimp, Marketo, ActiveCampaign) Project Management Tool (e.g., Asana, Jira, Trello)

2. What is the main goal of this integration?

Data synchronization (keeping data consistent across systems) Automating workflows (e.g., automating invoicing, updating customer records) Enhanced reporting and analytics (e.g., pulling data from multiple systems for better insights) Streamlining communication between departments

3. How many users will be using the integrated system?

1-10 users 11-50 users 51-100 users More than 100 users

4. What type of data do you need to integrate? (Select all that apply)

5. What is your current timeline for implementing this integration?

As soon as possible Within the next 1-3 months 3-6 months No specific timeline yet

6. Have you attempted this integration before, or is this your first time?

First-time integration Yes, but it wasn’t successful Yes, and we are looking to improve it

7. Do you have a preferred method of integration?

Pre-built integration (out-of-the-box solution) Custom integration (tailored to your specific needs) No preference, need expert advice

8. Are there any specific challenges you're facing with your current systems?

9. What is the size of your business?

Small (1-50 employees) Medium (51-200 employees) Large (200+ employees)

10. Would you like to add any additional information about your integration needs?

Select one of our predefined integration plans to move forward right away, or arrange a call with our specialists to customize your integration strategy.