Step 3: Get Matches!
That’s where we fit in. We’ve been helping companies find Accounting and ERP software for over 15 years. One 10-45 minute call with us can allow you to gain quick insight on the vendors that are a fit for your business needs and size. Too many people get caught between two bad choices, spend hours of valuable time trying to find relevant options, or hope a hit-or-miss approach works out. There’s a better way. By briefly sharing your specific needs, we can return the most relevant options on the market for your consideration. It’s free, fast, unbiased, and it works. For over 15 years we have helped thousands of companies stop searching and start finding the right software. Get your ERP software matches today.
After we get a better understanding of your business and software needs, we provide you with a customized CRM Software Buyer’s Guide highlighting each solution and company we’ve matched you with. The Buyer’s Guide provides extensive information on your matches, and helpful tips for software evaluation and selection.
Step 4: Speak With Each of Your Matches
Have an open minded conversation with each matched provider. First impressions can give you a lot of insight. Was the software provider prepared for the conversation? Did they research your company? Do they understand your pains?
Step 5: Create a Shortlist of Your Top Solutions
Refer back to your Selection Criteria to begin narrowing down your options. Depending on the presented options and the homework you’ve done this can be very easy to sort out, but it can also be difficult depending on the variety of solutions you’re evaluating. After all the market of available job card software can significantly vary depending on your company size and industry. If you’re having trouble simply make a chart of your selection criteria incorporating pro’s and con’s. And that should visually help you narrow down your options.
Step 6: Schedule a Demo for Your Top Solutions
Get a feel for the solution by taking a look at it and navigating with a demonstration. This can provide a great deal of insight on any bugs, navigating issues, usability, and if most of what you see applies to you and your business. Some vendors will tailor the demonstration to your business and functionality requirements. Some vendors prefer to give you a personal tour, and others prefer to give you the controls so you can navigate the solution. A demo can give you a much clearer picture of what the hvac service software can deliver. Try to go through an example where you may have lacked the functionality, or where you’ve experienced problems, bugs, and/or time consumption.
Step 7: Contact Each Shortlisted Provider With Prepared Questions
The responses you yield from these questions will help point you in the right direction. Your discussions with ERPNext providers shouldn’t focus on software. The discussion should be an assessment about improving the efficiency of your business processes. This usually revolves around reducing costs, increasing sales, gaining strategic visibility, improving competitiveness, and driving home a better understanding of your needs and expectations.
Selecting the right ERP vendor is as important as selecting the right field service management software. Why? Ask yourself the following questions: Do we have staff with experience implementing our chosen ERP software? How about expert trainers on the system? Access to support documentation round the clock support services? Resources dedicated to keeping abreast of product updates/upgrades and capable of ensuring seamless execution of them? When something goes wrong, have we encountered the issue before? Do we have the knowledge and resources to quickly address it? An ERP purchase is one of the most substantial and important IT investments your company will make. Choosing the right partner is critical to making sure you are getting your targeted return on investment. In fact, if you’re looking more information about how to assess the quality of an ERP vendor, read more about several underrated but critical questions to ask ERP vendors.
Step 8: Compare Proposals and Check References
Make sure you receive and compare a formal proposal from each of your top providers.
Yes, of course, ask for referrals that are relevant to your industry. You need to know that your potential manufacturing software partner is well-versed in the business challenges that are relevant to you. But, don’t stop there. Ask for both a referral from a long-term customer and a new one. They’ll share very different insights into partnering with the vendor. You need to know both where a company has been and where it is now. A newer customer will be able to most clearly share with you information on your immediate considerations. They will be a great source of information on the implementation process you are contemplating undertaking. The longer term customer though will share equally important information on partnering with this company for the long-haul. What’s the overall value they’ve seen? What do they think of the support services? How has the provider adapted to their evolving needs?
Also, don’t be afraid to ask for real access to existing customers. It’s not uncommon for ehs software providers to arrange product tours for prospective clients with real customers. The willingness of existing clients to share their time in this way speaks very loudly in terms of their feelings about the value they are receiving from their ERP vendor.
Step 9: Make a Decision
After all the work you’ve done from analysing your business processes to researching ngo accounting software, it’s important that you make a decision, and that you stick to a decision timeframe. Consider the costs of not implementing a new ERP solution. While most ERP programs typically involve an upfront cost. It’s important to keep in mind the solution will make your business more efficient, intelligent, and profitable. The right ERP software will automate and streamline your business processes creating long term savings.