Purpose

Customer acquisition refers to the act of one company buying another. This process ensures that records are updated, the transition is seamless, and that it is completed in a timely manner. This process also guarantees that the acquisition remains confidential and only involves the necessary departments for success.

Process

Please complete the Customer Acquisition form, which is available via the 365 sales portal. 

Current (Selling) Operator Process

This section will be completed by the selling Operator. 

1. This Customer Acquisition form should be completed at least 10 business days before the Date of Acquisition. All balances must be paid in full prior to acquisition completion.
   
   
2. Select all of the platforms and products that are being acquired by the new Operator.
   
   
3. If you are currently leasing any equipment, please advise as to how that balance will be handled.
   
   
   • Small Market contracts and Avanti subsidies cannot be transferred and must be paid in full prior to acquisition.
     
     
   • Please complete the Customer Acquistion Device List Template, which you will find in the attachments of this article. This document will need to list all the 365 devices that will be acquired by the new Operator.
     When this list is complete, upload it to the Customer Acquisition form, via the Device List Upload section of the form.

New Operator Process

This section of the Customer Acquisition form will be completed by the purchasing Operator. 

1. If you are a new customer to 365 (including Avanti or Parlevel), you will additionally need to fill out the ACH Authorization Form and send it to disbursements@365smartshop.com.
   
   
2. If the newly acquired devices are being moved to a new or existing Organization, you will be required to provide the name of the Organization. Please specify the back-end management system being used, such as ADM, AVLive, AMS, Parlevel VMS, etc. 
3. If the devices will not be moved, but the existing Organization must be renamed, the selling Operator will need to provide written approval for this request.
   
   
4. All outstanding balances are required to be paid in full prior to acquisition. Any outstanding balances not paid prior to completion of the acquisition will become the responsibility of the new Operator. Please be sure to work with the selling Operator to ensure this is handled appropriately.

Further Questions

If you have any questions regarding this process, please contact your Account Manager or Sales Representative. For the contact information of your Account Representative, please email acquisitions@365smartshop.com or accountservices@365smartshop.com.