First, give conclusions that can be used for decision-making
If some 80% of the process is covered by standard products and API, privileges and data control meet requirements, it is usually more economical to configure implementation. If core data models, sales status and privileges are modified in large numbers, future upgrades may be more expensive than independent systems. It is suggested that a real trail be used to complete the test, recording the items directly supported, configured, developed, expanded and uncovered.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Prepares a sample of real leads, customers, business opportunities and quotations.
Validation Key Dependence
The same sales closed ring is implemented in candidate products.
Development of assessable outcomes
Discrepancies are divided into process adjustments, configurations, extensions and independence building.
Make sure you decide the next step with the real results.
The full procurement process is decided upon after the small team is running on a trial basis.
How do you understand it in the actual business?
The service enterprise's trail and business process are common, but the offer requires reading the project's resources and historical costs. Standard CRMs can be used to manage the customer process, generate offers by connecting the project's operating system without rewriting the entire set of CRMs.
The easiest pit to step on.
It's only a demonstration by the manufacturer. It's not a trial for actual sales.
A large number of changes to the standard product core to meet old habits
No client data export and account exit mechanism is agreed
How should we end up receiving and confirming?
The selection report should include a description of suitability, discrepancies, interfaces, data, licensing, upgrades and exit options, and the pilot would also require validation of adoption rates, duplicate data, privileges and complete sales closed loops.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.