![]() While the vendor will give you the clients with the most glowing recommendations or experiences, ask to speak to clients that are in the same industry or are the same size as your company. We explain more on pricing in our section below.Īnd finally, once you've selected your top two or three vendors, ask for references from their current or previous clients. You'll also want to compare different price quotes you received. ![]() Most vendors offer a 14-day or 30-day free trial. Another way to test the software is to participate in a free trial, if there is one. Vendors offer virtual demonstrations, but ask if a vendor is willing to meet with you at your office. You'll also want to request a demo of the software with real-data scenarios if possible. Explain what your objectives are and what features you require in a solution. Once you've established your shortlist of vendors, it's time to reach out to them.
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