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Who is a Good Prospect?

Who is a Good Prospect?. Nexus/Physical Presence in multiple states Doing b usiness in c omplicated s tates AL, AZ, CA, CO, KS, IL, LA, MN, NY, TN, TX, WA High risk industries: Medical Devices/Medical Supplies Manufacturing/Distribution/Wholesale Food & Beverage Software/Hardware

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Who is a Good Prospect?

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  1. Who is a Good Prospect? Nexus/Physical Presence in multiple states Doing business in complicated states AL, AZ, CA, CO, KS, IL, LA, MN, NY, TN, TX, WA High risk industries: Medical Devices/Medical Supplies Manufacturing/Distribution/Wholesale Food & Beverage Software/Hardware Network Marketing Service/Installation Customer has a remote sales force Sales to resellers or exempt entities Growing or expanding geographic reach eCommerce (Online) Sales Wants or needs audit protection

  2. When you should talk “Sales Tax” to your customers… A new CFO, Controller, or Accounting staff is hired When they are going through a reorganization Implementing a new ERP Updating an existing ERP Renewing their maintenance contract Recently audited or going through an audit

  3. What Customers Are Concerned About • CFO, Controller • Mitigating Risk • Cost Savings • Productivity/Efficiency Gains • Accounting Manager, A/R Clerks • Increased Accuracy • Better Service (External / Internal) • Expedite Month End Close, Lighten Workload • CTO, IT Manager • Maintain Focus on Key Projects • Ability To Implement & Support • Data Security

  4. Customer Qualifying Questions What types of products or services do you sell? Does the product taxability vary from state to state? Where are you required to collect sales tax? How many states? How do you collect and manage exemption (reseller) certificates? How many Certs do you manage? Are you required to file state sales tax returns? Do you process take/orders in an eCommerce shopping cart, order entry system, or other system outside of your ERP? Existing Tax Solution: Rate Table/Lookup Tool, Excel Spreadsheet, Manual, or Other? How much time do you currently spend managing sales tax?

  5. Register Your Leads! Partner Lead Registration Form: www.avalara.com/PartnerLeads Questions? Email: CDM@Avalara.com

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