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Sample Integration
Assessment Questions
Name
Company Name
Email
Phone
1. What systems are you currently using that need to be connected?
CMMS (e.g., Corrigo, FMX)
ERP (e.g., SAP, NetSuite)
CRM (e.g., Salesforce, HubSpot)
Lease/Property Management (e.g., Yardi, MRI)
Other
2. What integration challenges are you currently facing?
Manual data entry
Disconnected workflows
Reporting/visibility issues
Duplicate data or errors
Don’t know yet
3. How frequently do these systems need to sync?
Real-time
Hourly
Daily
Weekly
Not sure yet
4. Do you have internal technical resources for integration, or would you need managed support?
We have devs, just need a tool
Need a partner to implement
Looking for ongoing managed services
Not sure yet
5. What outcome would you like to achieve through integration?
Save time / reduce manual effort
Improve SLA compliance
Consolidate data into dashboards
Enable automation or AI workflows
Other
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