Partner Profile - Liaison Technologies

Liaison Partner Profile
SECTION 1
Applicant’s Business Location Information
Business Name___________________________________________________________________
Street Address ___________________________________________________________________
City ________________________________ State/Province ________________________
Postal Code _________________________ Country ______________________________
Phone ______________________________ Fax _________________________________
Website Address __________________________________________________________________
DUNS #__________________________________________________________________________
SECTION 2
Company Contact Information (Please list technical certifications)
Contact Name Telephone E-mail
Sales: __________________________________________________________________________________
Sales: __________________________________________________________________________________
Sales Engineer: __________________________________________________________________________
EDI Map Developer: ______________________________________________________________________
MS SQL DBA: ___________________________________________________________________________
Network Engineer: ________________________________________________________________________
QSA:___________________________________________________________________________________
Technical Support: ________________________________________________________________________
Technical Support: ________________________________________________________________________
COO: ___________________________________________________________________________________
CTO: ___________________________________________________________________________________
How many full time consultants does this office currently employ? ___________________________________
How many of these are currently dedicated to data integration and security projects? ____________________
SECTION 3
Marketing and Sales Activity
Are you seeking a partnership with Liaison to satisfy a customer’s immediate need? __Y__N
What are the annual gross revenues for your organization? ____________
What percentage of your revenue comes from data integration/security/management services today? _______%
What percentage of your revenue comes from the following client sizes:
Small (1 to 99 employees, revenues to $10 million):
Midsize (100 to 1,000 employees, revenues to $100 million):
Enterprise (1,000+ employees, revenues over $100 million):
_______%
_______%
_______%
ALL INFORMATION CONTAINED WITHIN THIS PROFILE WILL REMAIN CONFIDENTIAL. 1

SECTION 3
Marketing and Sales Activity – Continued
How many clients do you currently have?____________________________________________
How many new Liaison clients (new sales) do you expect to close each year? _______________
What vertical markets does this office sell to?
Automotive _____% Insurance/Reinsurance _____% Retail _____%
Distribution _____% Life Sciences _____% Transportation _____%
Grocery _____% Manufacturing _____% Web Technology _____%
Healthcare _____% Petro-chemical _____% Other _____%
Please indicate other markets or verticals_____________________________________________________
What is the percentage of your current revenue from each of the following activities?
_____% Hardware
_____% Maintenance
_____% Software
_____% Managed Services
What percent of sales are generated by:
_____% Referrals
_____% Internet Advertising
_____% Professional Services
_____% Other
_____% Outbound Marketing and Sales
_____% Vendor-supplied leads
_____% Tradeshow/Conferences _____% Social Media
What is your current annual marketing budget?__________________(can be a % of sales)
Please detail your marketing program initiatives:
_________________________________________________________% or $ of marketing budget
_________________________________________________________% or $ of marketing budget
_________________________________________________________% or $ of marketing budget
SECTION 4
Practice Specializations and Certifications
List your Authorizations/ Certifications:
______________________________________________________________________
List any EDI or middleware software that you sell/support:
______________________________________________________________________
List any other Reseller/VAR programs you are involved with:
______________________________________________________________________
What ERP and Enterprise packages do you support and/or sell? (Please circle appropriate application versions)
Epicor: Vantage, 9
QAD: SE, EE
IFS
Ross Enterprise
Infor Global Solutions
Sage : MAS 90, MAS200, MAS500
List:______________________________
SAP: R3 , Business Suite
Lawson: M3, S3
Software AG
MS Dynamics: SL, GP, NAV, AX
Tibco
NetSuite
TMS or WMS_____________________
Oracle: E-Business Suite, JDE, PeopleSoft
Other: ___________________________
Have you built or use any custom integration adaptors with these ERP and messaging platforms? __Y__N
ALL INFORMATION CONTAINED WITHIN THIS PROFILE WILL REMAIN CONFIDENTIAL. 2

SECTION 5
References
List a minimum of three Corporate Accounts serviced by this office. This information will be used ONLY as reference to
verify your on-going sales and services in the commercial market.
1. ________________________________________________________________________
Company
________________________________________________________________________
Contact
Telephone
2. ________________________________________________________________________
Company
________________________________________________________________________
Contact
Telephone
3. ________________________________________________________________________
Company
________________________________________________________________________
Contact
Telephone
SECTION 6
____
____
Lead Management Program
I would like to participate in the Liaison’s Lead Management Program. I understand that I may be furnished
with leads from Liaison. I agree to have a sales representative call all leads within 48 hours. I agree to furnish
Liaison with follow up information on all leads I receive. I agree to use these leads for the explicit purpose of
reselling Liaison software and services. I understand that I am not permitted to recommend or sell any
software or services of a competitive nature too Liaison to these leads.
I would prefer not to participate in the Liaison Lead Management Program at this time.
SECTION 7
____
____
Affiliate Web Site Marketing Program
I would like to participate in the Liaison Affiliate Web Site Marketing Program. I understand that I will include
Liaison’s Web links on my business website and Liaison will include my logo and web links on its web site.
I understand this is a free service and can be cancelled at any time.
I would prefer not to participate in Liaison’s Affiliate Web Site Marketing Program at this time.
SECTION 8
Applicant Signature
This application is submitted for the purpose of becoming a Partner. Liaison reserves the right to accept or decline this
application, and in the event that application if accepted, to change or revoke applicant’s Authorized Dealer status.
By signing this application, Applicant certifies that all information provided is correct to the best of his/her knowledge.
Any changes in this information contained in this application must be communicated to Liaison.
Applicants Signature___________________________________________ Date________________________
Print Name_____________________________________________Title_______________________________
ALL INFORMATION CONTAINED WITHIN THIS PROFILE WILL REMAIN CONFIDENTIAL.
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