Ask the vendor about the software updating schedule, since you are looking for a vendor that constantly works on improving and optimizing the product. An outdated app may not be the best investment. You want an up-to-date application to remain updated with trends in the industry. It is important to ask the vendor whether you can exercise privacy controls. You may want to find whether Quicken Home & Business allows you to control the information certain reps can see. So you would want an app that can be customized with your logo and branding. For example, you have customer-specific pricing and discounts or a list of different materials, colors, or sizes. It is therefore important that the software is easy to customize, depending on your marketing or sales strategy. Your business needs change with the change in customer demands. Is there any cap on the number of users per app? Can it handle huge amounts of data? You want to make sure that the software can scale with the growth of your business. Can Quicken Home & Business handle unlimited amount of data? Is it scalable?.Having all of the customer order information and sales history imported will ensure that you have the data at your fingertips. Can I import my history to Quicken Home & Business?.
The software should be accessible offline so your sales reps in the field are able to access Quicken Home & Business even without an Internet connection. Can Quicken Home & Business be used offline?.It is important that the software has integration capabilities. If you are a wholesaler, you seek a solution that seamlessly syncs with your sales order management solution. When it comes to purchasing a new software solution, you want to make sure that it integrates with existing on-premise tools, besides other third party apps that may be crucial to your business processes. Does Quicken Home & Business integrate with other software?.
If the vendor offers organized training as to how to use the tool, it can save you from hassle and stress and facilitate your adoption process. If so, how do they offer support? Is available by email, phone, or live chat? Make sure you’ll have help when you need it.Īs an enterprise or medium sized business, with an extensive list of products, it is important to look for a vendor offering a personalized training process so you can get off to a great start with their software and don’t have to waste time struggling with the tool.