BUSINESS SOFTWARE SOLUTIONS
Our Sales Process
We understand that no two companies are alike and that you have specific business needs that need to be addressed in the software selection process. Our knowledgeable sales staff understands many industry requirements and can typically speak your language. We make a significant investment of time in understanding your business requirements at no charge to you. We do ask in return the opportunity to meet with your decision makers and have a firm commitment of a project budget as well as a decision timeframe.
Software Selection Steps
- Telephone introduction
- Understanding your business needs or a Discovery (depending on your industry, this can take anywhere from 2 to 6 hours)
- On site visit from software sales person with your management team
- Discuss business processes
- Walk through of facility
- Completion of any business specific questionnaires (such as sales commissions or customer pricing)
- Once our sales team completes this discovery, they review your business processes with a CIS consultant to make sure we have a solution that fits your needs.
- Discuss our solution at a very high level and provide you with budgetary software and implementation costs. If you agree with our assessment, we will move to the next step.
- Schedule a product demonstration that will provide you with the information you need to make a decision
- Determine the best deployment option for your business; On-premise,
Cloud or
Hosted
- Provide a detailed solution proposal and references
- Determine payment options if needed including financing
- Schedule the kick off meeting with our professional services team
Dynamics GP Quick Quote Tool
The Microsoft Dynamics Quick Quote Tool is
intended to give accounting software buyers in the beginning stages of research
a quick and easy way to estimate the costs of ERP software to determine if it
makes sense to continue the evaluation process. To receive a complete and
accurate price for the total cost of an ERP project we recommend that you work
with an ERP software expert such as Custom Information Services.
Begin your selection process today! Contact Nancy Phillippi at 817-640-0016 x109 or email
NPhillippi@customis.com
CIS has put together a program that gives you specialists in all areas. Whether it’s hardware, software, or the entire environment. That makes a lot of sense to us because we no longer need to worry about who’s working on our IT infrastructure.
- Dave Riddle, President Shoes on a Shoe String