Quick Start Form

Manage your digital communications with the leader in communications capture and archiving for regulated industries. Get started now. Tell us about your company so we can get a quote in your hands quickly.

If you prefer a phone consultation with our sales team instead of filling out forms, please call us now at 1-866-730-2969

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Contact Information

Name(Required)

First Last

Company(Required)

Job Title

Email(Required)

Phone(Required)

Industry

Employee Range(Required)

Country(Required)

State(Required)

Communication Channels

Tell us about the communication channels you use in your organization. Please give as much detail as possible so that we can provide an accurate quote quickly.

Which Communication Channels does your organization use?

Check all that apply.

Instant Message

Mobile – Text Communications (SMS and Messaging Apps)

Mobile – Voice

Social Media

Website

Email Marketing

Email

Which service provider do you use?

Examples: Gmail, Bloomberg

How many regulated users utilize email?

Instant Message

Which service provider do you use?

Example: Microsoft Teams, Facebook Messenger

How many regulated users utilize Instant Message?

Does your organization use SMS?

Yes

Will you use your own device (Bring Your Own Device - BYOD)? If so, which provider(s)?

Select all that apply

Zoomphone

Ring Central

Smarsh ENC

MyRep Chat

Redtail Speak

Celltrust

Other

Other (please specify)

How many regulated users utilize this provider?

How many regulated users utilize Zoomphone?

How many regulated users utilize MyRep Chat?

How many regulated users utilize Smarsh ENC?

How many regulated users utilize Ring Central?

How many regulated users utilize Redtail Speak?

How many regulated users utilize Celltrust?

Will you use corporate owned devices? If so, please specify the carrier.

Example: Verizon, AT&T, T-Mobile, etc.

How many regulated users will use corporate devices?

Mobile - Text Communications (SMS and Messaging Apps)

Does your organization use SMS?

Yes

Will you use your own device (Bring Your Own Device - BYOD)? If so, which provider(s)?

Select all that apply

Zoomphone

Ring Central

Smarsh ENC

MyRep Chat

Redtail Speak

Celltrust

Other (please specify)

How many regulated users utilize Zoomphone?

How many regulated users utilize Ring Central?

How many regulated users utilize Smarsh ENC?

How many regulated users utilize MyRep Chat?

How many regulated users utilize Redtail Speak?

How many regulated users utilize Celltrust?

Other

Please sprecify

How many regulated users utilize this provider?

Will you use corporate owned devices? If so, please specify the carrier.

Example: Verizon, AT&T, T-Mobile

How many regulated users will?

Does your organization use Mobile Chat Applications?

Select all that apply

Signal

iMessage

WeChat

How many regulated users utilize WhatsApp?

How many regulated users utilize Signal?

How many regulated users utilize iMessage?

How many regulated users utilize WeChat?

How many regulated users utilize Telegram?

Mobile - Voice

What service provider do you use?

Example: Verizon, AT&T, T-Mobile, etc.

How many regulated users utilize voice?

In a given month, what is the average number of minutes per user?

Social Media

Please specify which social media platforms.

Select all that apply.

Facebook

X (formerly Twitter)

YouTube

TikTok

How many regulated users utilize LinkedIn?

How many regulated users utilize Facebook?

How many regulated users utilize X?

How many videos do you currently have on your organization’s YouTube account?

How many videos do you estimate you’ll upload monthly in the future?

How many videos do you currently have on your organization’s TikTok account?

How many TikTok videos do you estimate you’ll upload monthly in the future?

Website

What is your organization’s domain (URL)?

Email Marketing

What is your organization’s Service Provider?

Examples Pardot, Marketo, MailChimp, etc.

How many messages does your organization send per month?

Additional Services

You’re almost done! Smarsh also offers additional products and services. Let us know if you have any additional needs.

Tell us about your needs for Cyber Compliance?

Select all that apply.

Device Endpoint Monitoring

Phishing/Security Awareness Training

Vulnerability Assessment Testing (VAT)

Device Endpoint Monitoring

How many users?

How many devices per user per month?

Phishing/Security Awareness Training

How many users?

Do you need Vendor Risk Management?

Yes

How many vendors (approximately)

Smarsh offers Onboarding Packages for many of the above products. Please select the one that best fits your situation.

QuickStart

Standard

QuickStart – Ideal for anyone familiar with Smarsh products. Includes self-guided onboarding through guides and videos.
Standard – Recommended for first-time Smarsh customers. Includes a kickoff call and knowledge transfer sessions to get you up to speed as quickly as possible.

Smarsh offers Support Assistance. Is this of interest to you?

Yes

How soon do you need these services?

This week

This month

This Quarter

TBD

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Client URL

Quick Start Form

Contact Information

Communication Channels

Email

Instant Message

Mobile - Text Communications (SMS and Messaging Apps)

Mobile - Voice

Social Media

Website

Email Marketing

Additional Services

Device Endpoint Monitoring

Phishing/Security Awareness Training

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