Candid Solutions
Grow your business with the Candid Partner Program!
  • Why Candid
  • Technology & Solutions
    • Digital Transformation
    • Customer Experience
      • Customer Experience Overview
      • Contact Center
      • Communication & Collaboration
    • Security
      • Cybersecurity
      • Physical Security
    • Managed Services
      • Technology Consultant
      • Technology Expense Management
    • Infrastrucutre
      • Disaster Recovery
      • SD-WAN
    • Speciality Solutions
      • IoT Connected Cow
      • Remote Monitoring for Food Services
  • Our Company
  • Contact
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Have questions?
Let's Chat!
Candid Solutions
  • Why Candid
  • Technology & Solutions
    • Digital Transformation
    • Customer Experience
      • Customer Experience Overview
      • Contact Center
      • Communication & Collaboration
    • Security
      • Cybersecurity
      • Physical Security
    • Managed Services
      • Technology Consultant
      • Technology Expense Management
    • Infrastrucutre
      • Disaster Recovery
      • SD-WAN
    • Speciality Solutions
      • IoT Connected Cow
      • Remote Monitoring for Food Services
  • Our Company
  • Contact
icon
Have questions?
Let's Chat!

Register a Lead

Please register your lead below. Once your lead is sumbitted, please allow 1 business day for a response. If this is an urgent matter or you have the customer on the phone and need immediate support, please call us directly.

1 Customer Information
2 Project Scope
3 Project Management
  • Your Business Name or Your Name
  • Where would you like this information to be forwarded to upon submission?
  • Please give this project a short unique name. We'll use this to reference this deal moving forward with you. This will not be shared with the customer.... For example, "ACME INC - GoDaddy to Microsoft 500 user email account migration".
  • Customer Information

    This information is always private and is only needed to register and generate a quote. CANDID will never under any circumstances contact your customers unless you specifically request we work directly with them. Should you have any concerns about this please reach out to us directly.
  • If we are working through you on this, please still list out the primary contact you are working with. We will not contact them without your permission.
    Will the primary contact listed be responsible for making decisions on this project and signing documents/contracts for this company?
  • Customer primary contact we/you will be working with
  • Please include the the phone of business associated with the address if possible. This is important for generating certain types of quotes.
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  • Project Discovery

    Please provide as much relevant information as you think could help us with this project or additionally up-sell the customer with related services/solutions. Only the fields with a red asterisks * are required.
  • Please include anything else that is relevant to help us with this project. For example, specific project needs, current infrastructure, company goals, concerns of the customer, critical deadlines/timeline, relative information relating the the products/services/solutions listed above such as integrations, etc.
  • Integrations, pricing, vendors, customer satisfaction, etc...
  • ProductCostDescriptionVendorContract? 
    Please list all relative products/services that the customer is utilizing that could be relevant. This is not required, but could be helpful for software and services under contracts.
  • Different carriers have different requirements regarding budgets. Providing an estimated budget will ensure we are providing you the best supplier for the solution.
  • Drop files here or
      Please include any documents or pictures that will help us in generating a quote. For example, credit card statements, bills from service providers, pictures of the locations relevant to the project, etc.
    • Contact Center Questions

    • What is the estimated # of agents that will be utilizing this contact center solution?
    • Please explain/describe any existing contact center or omni-channel solutions the customer is currently utilizing
    • Are their any integration needed to work with the contact center solution? For example other applications like a CRM, existing email, phone systems, etc. If you aren't sure please list any services/tools the customer is currently utilizing to communicate with their customers and manage customer experience and if they will need to continue to use these or if they are open to alternatives built into the contact center tools.
    • Why triggered the customer to determine they might need/want a contact center solution? For example, the customer could be facing current customer experience challenges.
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    • Project Management

      This is solely for us to get an idea as and prepare our team resources accordingly. If you don't know the answer to this right now and want to discuss further that is not a problem.
      What timeline / expectations does the customer have as when they need a solution(s) implemented?
    • What is your relationship to the customer? How did you come about this lead? Is there anything we should know about them that would help earn their trust/business? How likely do you feel we can close this opportunity?
    • Please describe the chain of command, who the primary contact will report to, and how the project/purchasing decisions will be made. What obstacles/challenges could our contact face? Pricing, competing vendors, etc? Please include as much detail as possible here so we can fully evaluate how to approach this.
    • Please briefly describe the company's IT team if they have one. How many people? In-house or outsourced? Are there other MSP's/vendors involved? Help-desk? Ticketing system? Is the company currently happy with their IT support? Please include as much detail as possible about their current organizational structure.
    • Next Steps

    • Once submitting you will receive an email with your submission information. Within 24 hours/ 1 business day an approval email will come through with any additional questions. If you do not hear back with 1 business day, please call Joe directly at 847-323-9844.
      Additionally, please setup an introduction with the customer and Joe. You can access Joe's calendar availability here: View Joe's Availability. If this is urgent or you have the customer available now/today, call us immediately and we will do our best to accommodate.
    • Please add any additional notes/thoughts, requests, questions etc. that you'd like us to be aware of.
    Save and Continue Later

    P: +1 (815) 207 8000 
    E: connect@candid.solutions

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    Copyright © 2019 Candid Solutions
    Go to Top
    • Why Candid
    • Technology & Solutions
      • Digital Transformation
      • Customer Experience
        • Customer Experience Overview
        • Contact Center
        • Communication & Collaboration
      • Security
        • Cybersecurity
        • Physical Security
      • Managed Services
        • Technology Consultant
        • Technology Expense Management
      • Infrastrucutre
        • Disaster Recovery
        • SD-WAN
      • Speciality Solutions
        • IoT Connected Cow
        • Remote Monitoring for Food Services
    • Our Company
    • Contact
    Solution Builder
    1 Products and Services
    2 Solution Requirements
    3 Quote and Next Steps
    • When you're ready, select the top three services from the list below you'd like to generate a free quote for.
    Save and Continue Later
    • Your Business Details

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    • Payment Processing

      Accept payment at lower rates or update your current Point of Sale system
    • Please include your last two credit card statements from your existing provider. If using Square or Stripe a screenshot of the reports dashboard containing the last two months will also work!
      Drop files here or
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      • Energy / Utility Savings

        Receive a free energy quote or lower your current energy and utility costs.
      • If you're not sure, no worries! We'll just use the local average.
      • Drop files here or
        Accepted file types: pdf, png, jpg, jpeg, gif.
          Please upload your last 2 energy bills to receive a competitive price quote and comparison.
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        • Communication / Customer Experience

          Business Phone, Mobile, Text, Chat, Video , Contact Center, Omni-commerce Tools
        • Based on the options you've selected above, please describe your current needs and how you are currently communicateing with your customers today?
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        • Connectivity

          High-Speed Business Internet & Network Solutions
        • Please list the main business location below. Our team will reach out to you regarding additional locations if needed for the service quote.

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        • Security

          Video Surveillance, Access Control, and Cybersecurity
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        • Business Software

          Accounting, Email, e-Signature, CRM, etc.
        • If you know specifically what software you need please list that here along with the number of users. Otherwise, please describe your current software needs, along with the number of users, and any comparability/integration requirements. Once we receive your inquiry, we will request multiple quotes from our vendors and provide you with the best rates and options that fit your needs.
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        • Business Hardware

          Laptops, Monitors, Headsets, Routers, Servers
        • Please describe your current hardware needs to the best of your knowledge including specs and quantity. Once we receive your inquiry, we will request multiple quotes from our vendors and provide you with the best rates and options.
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        • Data Services

          Backup, Storage, Data Migration, Other Cloud Services
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        • Website / e-Commerce Solutions

          Web Hosting, App Development, Integrations, Digital Marketing
          Please select what solutions you are currently interested in
        • Briefly describe your current website / eCommerce needs
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        • Office buildouts, multi-location solutions

          New location build-outs, Buy/Sell real-estate, multi-location solutions
        • Our partners specialize in new office design and builds as well as buying and selling real estate.
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        • Managed IT Partner

          Dedicated IT/Managed Service Provider, Technology Audit, IT Help Desk etc
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        • Other Business / Technology Solutions

          From coaching to consultancy we have the solutions and resources you need to grow your business.
        • CANDID is partnered with over 500 suppliers and specialty service providers and will work with you and your team to ensure you have the best solution at the right cost. Please describe your current business needs.
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        • Quote and Next Steps

          Please provide the information below so we know who to contact and setup the quote / solution review with. All of the information provided is private and only shared with suppliers if needed to generate a quote. Should you choose not to move forward with CANDID, we delete all information provided.
        • Please provide the name of the primary sponsor/decision maker for this project.
        • Please provide the email of the business decision maker for requested solution(s)
        • Please include the the phone of business associated with the address if possible. This is important for generating certain types of quotes.
          How quickly are you looking to make a decision?

        • Once submitting, a solutions engineer will be assigned to your account and personally review your generated quotes. Once the best options are assembled, we will reach out to you within 24 - 48 hours to present your options.

          If you have any questions in the meantime, please call us at +1 815-207-8000! We look forward to working with you.
        Save and Continue Later