Why?
So by this stage you should have a shortlist of suppliers that you think might meet your requirements, based upon the research you’ve done so far. If not, go back and look at the previous steps so you go into the purchase phase fully prepared.
Don't just listen to the salesman, don't just look at the spec of the tech. Really think about what you do on a day to day basis
Sarah Wass - Independent consultant who worked with Jane Vincent at Fortem People on her new CRM
How?
As a business leader you already have experience choosing between proposals from suppliers, so we won’t cover too much of the basic stuff (like making sure they’re solvent and getting references). But there are some technology-specific considerations.
I think a lot of it comes from the gut feeling of really using the software. Is it easy to use? Does it solve my problem? Does it give us more free time? That's the ultimate job of any tech tool we use, to free us up
Joe Thomas - Wondervision
What can I do with this step?
Create an interactive action plan by setting progress deadlines and assigning ownership of actions.
Customise my action planDownload our guide outlining the six-step adoption process, and then go through the steps in your own time.
