Kickoff and Implementation Calls

Question 1

Where do you notate that someone has chosen Avalara for taxes?

Answer 1

In the comments on the customer’s Client Specific Tasks in ClickUp

Question 2

How many phases are there in the implementation process?

Answer 2

3

Question 3

Name the training videos we have the customers watch in the correct order.

Answer 3

PIM
Content
Ecommerce
Users and Orders

Question 4

How many weeks is the default implementation schedule?

Answer 4

12

Question 5

How many calls do we do post go live?

Answer 5

2

Question 6

How many weeks of Basecamp are there post go live?

Answer 6

4

Question 7

Name two things we discuss in the Items and Settings call.

Answer 7

Template Merge Fields (Headline\Title\Meta Description)
Purchase Multiples
Discontinued Items
Custom Item Descriptions

Question 8

What are the two things we show the customer on the PIM Q&A

Answer 8

Ranked items
Add Users

Question 9

What does CST stand for?

Answer 9

Credit Cards
Shipping
Tax

Question 10

Name 5 Optional Modules

Answer 10

OrderScan
Coupons
Return Requests
Invoice Payments
Punchout Options
Customer Resources
WebAlliance Mobile
Quote Carts
Sponsored Search
WebHooks
Susbscriptions
Salesrep
Anonymous Shopping
Chat
Job Contracts
Purchase Approvals
Ship From Location