Knowing what features and functionality you’re looking for will help you filter out products and suppliers more effectively – and get to a good shortlist more quickly. It also helps to gather your thoughts before you speak to salespeople.
There’s a lot of shiny nice products out there, but it might not be the right fit for you. It might not be the products fault, it’s the right fit for someone out there, but it might not be the right fit for you
Tom Mathew - Dunsters Farm
We have produced two downloads to help with this stage. Our features checklist is a series of questions that can help you identify exactly the right software for you. You’ll see that these questions are not all about technology. They’re designed to help you understand your business requirements, so you know exactly how your software will fit in.
Once you've defined the things that you're looking for from your new software, you're ready to start considering different products and suppliers. Our research guide can help you do your research
WIth our CRM, I used one that in my head was the pinnacle of CRMs, but actually it was built for much bigger businesses so within 5 months we switched to another one which was way better for what we needed to do. It comes back to thinking "there must be an easier way to do this"
Christian Smith - Outdoor Provisions
Dos and Don'ts for researching software
We’d class ourselves as advocates for implementing tech, but we’re very strict on what we’ll implement. People see it as the answer to all their prayers but it’s not necessarily unless it works for your business
Hannah Barlow - Dunsters Farm
What can I do with this step?
Create an interactive action plan by setting progress deadlines and assigning ownership of actions.Customise my action plan
Download our guide outlining the six-step adoption process, and then go through the steps in your own time.