DXone — Pre-Sales Discovery Intake

Section 1 of 5 — Company Profile

Tell us about your dealership

Basic context helps us route your profile to the right team members and tailor our conversation to your operation.

Dealership name

Primary contact name

Email address

Phone number

Business website

Which best describes the scale of your dealership's overall business?

This helps us connect you with the right team and tailor our conversation to your operation.

We are a smaller independent operation

Focused, local or regional dealer

We are a growing regional dealership

Expanding footprint, multiple locations or service areas

We are a larger multi-location or enterprise operation

Significant scale, multiple locations, high transaction volume

I would prefer not to say

How many total employees does your dealership have?

1 – 10 employees

11 – 50 employees

51 – 150 employees

150+ employees

How many locations or branch offices do you operate?

Single location

2 – 5 locations

6 or more locations

What is your primary hardware OEM / brand? (Select all that apply)

Canon

Konica Minolta

Sharp

Ricoh / Savin

Kyocera

HP / Xerox

Multiple / Other

Please specify

Section 2 of 5 — Operations & Volume

How does your business operate day to day?

Transaction volume and workflow complexity help us size the implementation accurately.

Current business management system

What system(s) are you running today? (Select all that apply)

e-automate (ECI)

PrintFleet / FMAudit

Other ERP / custom system

No formal system / spreadsheets

Please specify the system you use

How is your e-automate environment hosted?

On-Premise

Hosted on your own servers or local infrastructure

Cloud Hosted

Hosted by ECI or a third-party cloud provider

How many years have you been on e-automate?

Current contract expiration date

How would you describe your current e-automate data quality?

Clean — well maintained and consistent

Mixed — some gaps and inconsistencies

Messy — significant cleanup will be needed

Monthly transaction volume

Sales orders / month

AR invoices / month

Purchase orders / month

AP invoices / month

Customer payments / month

Active inventory SKUs

Service operations

Number of field service technicians

Average service calls / month

What devices do your service technicians use for service calls? (Select all that apply)

Laptop

Tablet

Smartphone / mobile app

Paper forms / manual

Other

Which mobile platform(s) do those tablets/smartphones run? (Select all that apply)

Brand doesn't matter for laptops, but for handheld devices we need to know the OS.

Android

iOS

Please specify

Do you offer managed IT services (MSP / PSA / RMM)?

Yes — managed services is part of our business

No — we focus on imaging / print only

Exploring adding managed services

Which PSA / RMM tools do you use?

e.g. ConnectWise, Autotask, Syncro, Datto, Kaseya

How would you describe your current business mix?

Approximate percentages — should total 100%

Traditional office equipment & supplies

%

Managed IT services

%

Do you currently offer or plan to offer e-commerce?

Yes — we have an active e-commerce store

Interested — this is a priority for us

Not applicable right now

Current or target e-commerce platform

e.g. LogicBlock, SSI, Shopify, custom

Section 3 of 5 — Technology Stack

What tools and integrations are you running?

This tells our product and implementation teams exactly what integrations need to be scoped before day one.

Data collection agent (DCA)

Which DCA do you use to monitor devices and automate toner fulfillment?

FMAudit

PrintFleet

Synappx (Sharp)

Kyocera Fleet Services

eInfo

Other DCA

We do not currently use a DCA

Please specify

Leasing companies

Which leasing companies do you work with? (Select all that apply)

These require direct integration — selecting them flags the scope to our product team immediately.

GreatAmerica Financial Services

U.S. Bank Equipment Finance

DLL Financial Solutions

Wells Fargo Equipment Finance

Canon Financial Services

LEAF Commercial Capital

Marlin Business Services

GFAS / Konica Minolta Financial

Other leasing company

Please specify

Distributors

Which distributors do you use for drop-ship products and supplies?

S.P. Richards

TD SYNNEX

Distribution Management

Static Control

Other distributor

Please specify

Other third-party tools

Which additional tools does your team use?

CEO Juice

Nexera / Pros Elite

Canon imageWARE Remote

Ramp (spend management)

Salesforce CRM

HubSpot CRM

Section 4 of 5 — Service & Contract Operations

How do your service contracts work?

Contract billing is the most complex and revenue-critical function we implement. Honest answers here shape the entire implementation scope.

Approximately how many active service contracts do you manage?

Fewer than 100 contracts

100 – 500 contracts

500 – 2,000 contracts

More than 2,000 contracts

What contract billing models do you use? (Select all that apply)

Cost per copy / meter billing

Base + overage (base rate + meter overage)

Flat rate / fixed monthly

Lease-bundled contracts

Internal / in-house leasing

Rental agreements

Is every device on a service contract billed on the same frequency, or can billing frequency vary by device?

This tells us whether billing cadence is uniform within a contract or needs to support mixed schedules on the same account.

Same frequency — every device on the contract bills on one consistent cycle

Can vary — different devices within the same contract can bill on different frequencies

Not sure / varies inconsistently

How do you currently collect meter reads?

Automated via DCA

Customer self-reported (email / portal)

Manual — technician collects on-site

Mixed methods

Do any of your service contracts span multiple sales tax jurisdictions?

A single contract covering devices in more than one state or tax district can create billing and compliance complexity.

No — all contracts are within a single tax jurisdiction

One state, consistent tax rules

Yes — multiple jurisdictions, straightforward

Multi-state but manageable

Yes — multiple jurisdictions and it creates real complexity

Different rates or exemptions per location

Not sure / handled manually and inconsistently

What is your biggest operational pain point today?

Be specific — this directly shapes how we prioritize your implementation.

What is driving your evaluation of a new platform right now? (Select all that apply)

Rising cost of legacy system

Lack of real-time business visibility

Need e-commerce capability

Growing managed services division

Poor reporting and analytics

Integration gaps with other tools

Scaling / acquiring other dealers

Section 5 of 5 — Decision & Readiness

Help us understand your timeline and decision process

This helps us bring the right people to the right conversations at the right time.

What is your target go-live timeframe?

As soon as possible — high urgency

3 – 6 months

6 – 12 months

Just exploring options — no firm timeline

Who are the key decision makers involved? (Select all that apply)

Owner / President

CFO / Controller

VP / Director of Operations

IT Manager

Service Manager

Are you evaluating any other platforms alongside DXone?

Yes — comparing DXone to other options

No — DXone is our primary focus

Too early in our process to say

Which other platforms are you considering?

Internal champion name

The person who will own driving adoption internally.

Champion title / role

Anything else you want the DXone team to know?

What happens next