Presell Deal Registration Form

The following information should be filled out with this end client’s legal headquarters information

US state/Canadian province

Number of employees *

Current financial system *

Partner firm representative information

Product selection and implementation details

SAP Concur Invoice processing

Invoice line item capture

NetSuite for expense

NetSuite for invoice

Quickbooks for expense

Quickbooks for invoice

Expense reports/month

Number of Corp Cards

Client project lead name

Client project lead phone number

Client project lead email address

Primary deployment country

Other countries included in deployment

Top 3 reasons why customer is purchasing Concur

Notes from your Discovery call

Credit card vendor name

Payment type: IBCP, CBCP, etc.

Bank Representative name – person setting up the feedBank Representative name – person setting up the feed

Bank Representative phone number

Preferred name for this card in your concur platform. EX: JPM onecard, JPM corp card, etc.

Select one (you will not be able to submit the form without checking one of the below):

Is the company being referred a government entity? *

The prospective customer named in this form is NOT a Government Entity*

The prospective customer named in this form IS a Government Entity*

*Click to review the definition and additional information regarding the identification of Government Entities. As indicated in the hyperlinked information, Government Entity is a very broad category that includes any agency at any level of government, government-owned and controlled entities, public universities and hospitals, and more.

I agree that SAP Concur shares my personal data within all SAP Concur outlined in the SAP Concur Privacy Statement.

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Presell Deal Registration Form

End client information

Partner firm representative information

Product selection and implementation details