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CloudHop Sales Process (New Sales (What is the solution (Sales & CRM,…

- - - - GSuite :radio_button:
        
        Are they currently using GSuite
        
        No
        
        Yes
        
        Margin Changes to 10%
        
        Who is the current provider
      - Microsoft :radio_button:
        
        Do they need Office
        
        Yes
        
        Do they need offline Office Application
        
        Yes
        
        Are there more than 300 users?
        
        2 more items...
        
        No
        
        Are there more than 300 users?
        
        2 more items...
        
        No
        
        Do they want unlimited storage for email, data loss prevention, etc?
        
        Yes
        
        Exchange Online Plan 2
        
        No
        
        Exchange Online Plan 1
    - - Docuware
        
        Base
        20GB/4Users
        
        Pro
        50GB/15Users
        
        Enterprise
        100GB/40Users
        
        Large Enterprise
        250GB/100Users
      - BOX
        
        Starter
        Storage - 100GB
        Single File Upload Limit - 2GB
        Maximum Users - 10
        Granular Access/Controls
        
        Business
        Storage - Unlimited
        Maximum Users - Unlimited
        Single Upload Limit - 5GB
        Data Loss Protection
        
        Business Plus
        Storage - Unlimited
        Maximum Users - Unlimited
        Single Upload Limit - 5GB
        Advanced Admin & Controls
        
        Enterprise
        Storage - Unlimited
        Maximum Users - Unlimited
        Single Upload Limit - 5GB
        HIPAA/HITECH Eligible, FedRAMP
    - - Solution Hosting
        
        Server Hosting
        
        Compute
        
        Microsoft Azure
        
        AWS
        
        Google Cloud
        
        App Hosting
        
        DB Hosting
        
        ERP Hosting
        
        Storage Hosting
      - Domain Hosting
        
        New
        
        Domain Name
        
        Domain Duration
        
        Transfer
    - - Infrascale
        
        DRAAS
        
        Less Than 4Tb
        
        1 yr
        
        3yr
        
        4 Tb+
        
        1Yr
        
        3Yr
        
        Data Backup
        
        Email Backup
    - - Internal Use
        
        Number of Users
      - External Use
        
        IVR Capability
        
        FreshChat
        
        Sprout
        
        Priority Inbox
        
        Message Channels
        
        Integrations
        
        Mobile App
        
        Notifications
        
        OmniChat
        
        Blossom
        
        Limited Triggered Messages
        
        In-messenger FAQs
        
        Smart Plugs
        
        Business Hours
        
        Limited Dashboard
        
        Reports
        
        File Attachments and Quick Access
        
        Assignment Rules
        
        Away Experience
        
        Garden
        
        Estate
        
        Forest
        
        FreshDesk
        
        Sprout
        
        Email Ticketing
        
        Ticket Dispatch
        
        Team Collaboration
        
        Knowledge Base
        
        Ticket Trend Report
        
        Social Ticketing
        
        Garden
        
        Time Tracking
        
        CSAT Surveys
        
        Session Replay
        
        Performance Reports
        
        Multilingual Knowledge Base
        
        Estate
        
        Custom Roles
        
        Portal Customization
        
        Enterprise Reporting
        
        Multiple SLAs & Timezones
        
        Support Bot
        
        Ticket Assignment Automation
        
        Forest
        
        Skill-based Ticket Assignment
        
        Sandbox
        
        IP Whitelisting
        
        Data Centre Location
        
        HIPAA Compliance
        
        Extendable API rate limit
        
        Blossom
        
        Collision Detection
        
        Marketplace Apps
        
        Helpdesk In-depth
        
        SLA Management
        
        Business Hours
        
        Automations
        
        Dynamics 365 Customer Service
        
        Customer Service Professional
        
        Unlimited named users
        
        Case management
        
        Knowledge management
        
        Mobile
        
        Microsoft PowerBI
        
        Customization (Limited)
        
        Customer Service Enterprise
        
        Portal1
        
        Customization
        
        Unified service desk
        
        Embedded intelligence
        
        Service gamification
        
        Leads (creation only)
        
        Microsoft PowerApps Plan 2
        
        Microsoft PowerBI2
        
        Dynamics 365 Customer Service Insights
        
        Microsoft Forms Pro
      - Dynamics 365 Field Service
        
        Dynamics 365 for Field Service
        
        Dynamics 365 Remote Assist
    - - Freshsales
        
        Blossom
        
        Contact Management
        
        Pipeline Management
        
        250 Bulk emails/user/day
        
        Built-in Phone powered by Freshcaller
        
        SMS Integration
        
        2 Sales Campaigns/user
        
        Lead Scoring
        
        5 Intelligent Workflows
        
        Basic Reporting
        
        Integrations
        
        Marketplace
        
        iPhone and Android Apps
        
        Gmail Add-on
        
        Garden
        
        Territories and Lead assignment
        
        Advanced CRM customization
        
        Estate
        
        Auto profile enrichment
        
        Reports Dashboard
        
        Smartforms and event tracking
        
        Multi-currency
        
        Forest
        
        EUC Data Center
        
        IP Whitelisting
        
        Audit Logs
        
        Sprout
        
        Leads
        
        Contacts
        
        Deals
        
        Accounts
        
        Email
        
        Built-in phone
        
        Integrations
        
        Mobile apps
      - Freshchat
        
        Sprout
        
        Priority Inbox
        
        Message Channels
        
        Integrations
        
        Mobile App
        
        Notifications
        
        OmniChat
        
        Blossom
        
        In-messenger FAQs
        
        Smart Plugs
        
        Business Hours
        
        Limited Dashboard
        
        Reports
        
        File Attachments and Quick Access
        
        Assignment Rules
        
        Away Experience
        
        Limited Triggered Messages
        
        Garden
        
        Unlimited Triggered Messages
        
        Bots
        
        In-app Messages
        
        Freshsales and Clearbit Integration
        
        WhatsApp Integration
        
        Email Campaigns
        
        Forest
        
        Multiple Business Hours
        
        Advanced Dashboard
        
        CoBrowsing
        
        IntelliAssign
        
        Multilingual Support
        
        Estate
        
        Roles and Permissions
        
        APIs
        
        Apple Business Chat Integration
        
        IP Whitelisting
      - Dynamics 365 for Sales
        
        Sales Professional
        
        Lead and opportunity management
        
        Products, price lists, product bundles
        
        Quotes, orders, invoices
        
        CPQ and data enrichment solution discovery
        
        Live org charts
        
        Product taxonomy, relationships, hierarchies
        
        Cases
        
        Sales Enterprise
        
        Marketing lists, quick campaigns
        
        Sales playbooks
        
        Competitors, sales goals, territory management
        
        Partner relationship management
        
        Gamification
        
        Knowledge management
        
        Embedded intelligence
        
        PowerApps Plan2
      - Dynamics 365 for Marketing
    - - Email Marketing & Branding
        
        Rocketseed
        
        Signature Basic
        
        Account setup
        
        1 pre-defined email signature template
        
        Disclaimer, text only
        
        Standard support (weekdays from 8am to 5pm)
        
        After-hours technical support
        
        Signature Plus
        
        Account setup
        
        1 custom email signature template
        
        Disclaimer with dynamic personalization fields
        
        Single email banner for all users (max 1 p/month)
        
        Automated campaign summary report (1 p/month)
        
        Standard support (weekdays from 8am to 5pm)
        
        After-hours technical support
        
        Campaign
        
        Account setup
        
        Unlimited custom email signature templates
        
        Disclaimer with dynamic personalization fields
        
        Unlimited email banner campaigns with multiple links
        
        Schedule each campaign start & end dates
        
        Target campaigns based on the sender
        
        Target campaigns based on the receiver
        
        Target campaigns based on a subject line keyword
        
        Target campaigns based on an automated journey
        
        Target campaigns based on a receiver action (i.e. click)
        
        Automated campaign summary report (1 p/month)
        
        Detailed & specific campaign reports
        
        Real-time click alerts
        
        Google Analytics report integration
        
        Standard support (weekdays from 8am to 5pm)
        
        After-hours technical support
      - Email Security & Archiving
        
        MIMECAST
        
        Email Archiving
        
        Mimecast C1
        
        Mail Box Continuity
        
        Mimecast D1
        
        Content Control & DLP
        
        MimeCast A1
        
        Email Security(Advanced Email Threats)
        
        Mimecast S1
    - - Actimo
        
        Communicate
        
        COMPOSER
        
        Reach in-app, through SMS, and email
        
        Personalize messages with dynamic fields
        
        Segment audiences with user groups
        
        EMPLOYEE APP
        
        Reach in-app, through SMS, and email
        
        Personalize messages with dynamic fields
        
        Segment audiences with user groups
        
        SOCIAL WALL
        
        Create unlimited custom channels
        
        Get insights into interaction on likes, comments, and views
        
        Share videos, pictures, PDFs and PowerPoint presentations
        
        PROFILE
        
        Set individual or team KPI goals
        
        Categorize missing training and messages
        
        Visually gauge performance metrics
        
        Train
        
        ONBOARDING
        
        Add rich media to boost engagement
        
        Personalize training with dynamic custom fields
        
        Segment audiences by groups, departments, and stages
        
        AUTOMATION
        
        Customize sequences with action triggers and time delay
        
        Schedule and test automated flows with ease
        
        Update employee custom fields based on completion level
        
        Lead
        
        PULSE SURVEY
        
        Speed up the employee feedback loop
        
        Improve and grow together as a team
        
        Drive change and monitor progress
        
        ONE ON ONE
        
        Fully customise rating parameters
        
        Visualize employee performance and potential
        
        Receive automatic rating notifications
    - - Onelogin
        
        Starter
        Minimum Users - 25
        
        Cloud Directory
        
        Single Directory Integration
        
        Desktop Single Sign-On (SSO)
        
        Mobile Single Sign-On (SSO)
        
        Custom Branding
        
        Advanced Password Reset
        
        Standard Reports
        
        Enterprise
        Minimum - 10 Users
        
        Multiple Directory Integration (G Suite, AD & LDAP)
        
        Multiple Languages
        
        Custom Reports
        
        Security Policies
        
        Custom Connectors
        
        Trusted IdP
        
        Social Sign-In
        
        SIEM Integrations (Splunk, ELK, Sumo Logic, Loggly)
        
        Multi-factor Authentication
        
        RADIUS
        
        VPN Integration
        
        Unlimited
        Minimum - 5 Users
        
        User Provisioning
        
        On-Prem Provisioning
        
        Custom Fields and Mapping
        
        Directory Provisioning
        
        HR Integrations (Workday, UltiPro, Namely, Bamboo HR)
        
        On/oﬀboarding Checklists
      - Google Cloud Identity & Security
        
        Context-aware access
        
        Account security
        
        Device management
        
        Single sign-on (SSO)
        
        Unified management console
        
        HRMS integration
        
        Hybrid identity management
        
        SLA and compliance
        
        Technical support
    - - Human Resource Management
        
        FreshTeam
        
        Blossom
        
        Job Boards and Multi Channel Sourcing
        
        Custom Hiring Pipelines
        
        Autopilot (Recruiting Automations)
        
        Custom Interview Kits & Scorecards
        
        Unlimited Custom Fields on Employee Records
        
        Timeoff Management
        
        Reports & Analytics
        
        Email & Calendar Integration
        
        Phone, Email & Chat Support
        
        Email listening for job boards
        
        500 resume parsing credits/50 users
        
        All Sprout Features
        
        Garden
        
        Branding & Customization on Career site
        
        Offer Management
        
        Onboarding Kit for new hires
        
        Onboarding and offboarding workflows
        
        Multiple Offices
        
        Contract Recruiter Portal
        
        API Access via Webhooks
        
        1000 resume parsing credits/50 users
        
        All Blossom Features
        
        Estate
        
        Custom Roles & Scope
        
        Access Restrictions based on IP Address
        
        Custom URL & SSL Certificate
        
        Dedicated Account Manager
        
        Data Migration Support
        
        1500 resume parsing credits/50 users
        
        All garden Features
        
        No of Users?
        
        Sprout
        
        Career Site
        
        Up to 3 published job postings
        
        Basic applicant tracking
        
        Smart Interview Scheduling
        
        Employee Directory
        
        Organizational Chart
        
        Mobile Apps (iOS/Android)
        
        Self Help Support via FAQ
      - Facility Management
        
        Teem
        
        Basic
        
        Calendar Plugins (Outlook/O365/Google)
        
        Teem Area Display (Standard)
        
        Mobile App (iOS and Android)
        
        Check-in
        
        Admin Dashboard
        
        Selection of Standard Themes
        
        Proffessional
        
        Ad Hoc Booking
        
        Custom Room Display Background Images
        
        Desk Booking
        
        Work Requests
        
        Manage by Floor, Building and Campus
        
        Broadcast Messages
        
        Enterprise
        
        Teem Workplace Insights
        
        Workplace Maps
        
        Eliminate [Ghost and] Zombie Meetings
        
        Teem Area Displays (Enterprise)
        
        Sensor Integration
        
        Voice Integration
        
        Meeting Services
        
        Premium Data Download
        
        SSO and SAML Login
- - - - What are you renewing (same, more or less)
        
        Same
        
        More
        
        Less
    - - Why are you not renewing