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Anya Ciecierski, CAL Business Solutions

31 Questions You Might Be Asked Before You Get an ERP Software Quote


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Today, everyone wants information quickly. Just tell me how much it will cost! While we can give you a budgetary quote for the cost of a Microsoft Dynamics GP or Acumatica system, in order to give you a really accurate proposal we need to ask some questions.

When you speak with us, or any ERP partner, you can expect to be asked some or all of these questions. And if you are NOT asked these questions, then you need to ask yourself if that ERP Partner truly cares about your business and the success of your project.

So, take a few minutes to familiarize yourself with the type of information an experienced ERP partner will want to know. Of course, you won’t be required to know the answers to all of these questions, but it will generate a conversation.

  1. What do you do (as a business)?
  2.  What industry would you classify your business as belonging to?
  3. How many employees does your organization have?
  4. What is your annual revenue?
  5. Are you growing?  By how much annually (% revenue and employees)?
  6. Number of locations?
  7. What are the most significant business goals for this year?
  8. Why are you evaluating a new system - going through this process – the most compelling reasons?  What are the most significant pain points?
  9. Describe the applications/software are you using today to support your business?  Finance, CRM?
  10. What are you using your current applications for (functional areas)?
  11. Do you have separate Manu/Distribution/Inventory Mgmt/Sales & Service and Accounting applications?
  12. Are you happy with your applications? What could be improved?
  13. What are the top 3 areas you need to fix with a new system?
  14. At what levels do your current system integrate currently if any?
  15. What functional areas of the business need to be automated (with applications) that are not today? What business functions do you do outside your core systems today that should be part of a new core system?
  16. Are all the applications currently supported?  Which are/are not? Is there a year cost to keep access?
  17. How old are the applications (install date)?
  18. Is it easy is it to get the information that you need from your current system?
  19. How easy is it to maintain and upgrade your current system?  Are there new features being added to your current core system every year?
  20. What other systems do you interface with?
  21. Do you require EDI?
  22. Are you seeking a new, MORE integrated application to replace your existing ones?
  23. Are there any compelling events or pressures that are driving you to evaluate a new system?
  24. What hardware platform do you use?
  25. Are you interested in deploying a new system in the cloud or on premises?
  26. Do you have a budget allocated for a solution?  Ballpark?
  27. How many users do you have/want by functional area?
  28. When are you considering a new installation?  Decision date?  Kickoff date?  Live date?
  29. How does your decision-making process work for a purchase like this? (Who is involved in approving the project etc.)
  30. What alternatives are you considering?
  31. What will happen if you do not make a switch? What is the cost of not making a switch?

Who can help you with these questions?

If you call CAL Business Solutions, we will schedule an ERP Software Discovery Call. This preliminary discussion can help you formulate your software requirements, your budget, and your timeline – even in the earliest stages of your accounting software research.

During a 45-60 minute conference call, George Mackiewicz, the owner of CAL Business Solutions, will ask questions about your business processes, current systems and goals for a new system. Based on 30+ years of experience working with financial software, George will help you determine if Microsoft Dynamics GP or Acumatica is a good fit for your needs. You will also receive estimates for a realistic project budget and timeline including options to deploy on-premises versus in the cloud.

When you work with us there is no commitment and the points reviewed during this call can help you compare all options as a more educated buyer.

One CFO George spoke with even said, ““Thank you for discussing our needs and being straight forward that we might be served better by another solution. Your honesty & integrity are appreciated; it makes me wish that we could have worked together because I admire these qualities.”

If you are interested in buying new accounting software, we suggest this simple 4 step plan:

Step 1: Schedule an ERP Software Discovery Call

Step 2: Attend a Personalized Demo

Step 3: Request a Detailed Cost

Step 4: Purchase Microsoft Dynamics GP or Acumatica

Find out more: https://www.calszone.com/pricing/how-to-buy/

Ready to talk? Contact CAL Business Solutions at 860-485-0910 x4 or sales@calszone.com. Or contact us online.

By CAL Business Solutions, Connecticut based Microsoft Dynamics GP and Acumatica partner, www.calszone.com

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