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Companies that want to master their sales process and evolve with it often engages in the integration of commercial management software to know where their stock is at all times and to be able to meet the needs of their customers in the best possible way. Offering great accessibility to all the information about a company’s sales process, integrating commercial management software requires, however, avoiding certain mistakes in order to be effective.

Not listening to your needs

When it comes to new technologies, especially in the professional setting, we’re often tempted to integrate the best within our company. By the “best,” we usually mean state-of-the-art technology that includes numerous features. However, in terms of commercial management software, it’s particularly important to find the most suitable software for your own needs, as well as those of your company and your employees in general. To do that, you should draw up a list of specifications concerning the features that the future integrated software absolutely must have by asking your employees about their needs.

Not prioritizing your requests

After carefully collecting the needs and requests of the employees at your company that will be in daily contact with the commercial management software, you should then prioritize this information. Indeed, if you don’t take the time to prioritize your requests, you once again risk finding yourself with commercial management software that’s definitely not suited to your daily work. So take the time to distinguish the most important needs from the least demanding. In addition, sort the requests, weigh them, and indicate the features that would be a plus, but that aren’t essential to the operation of the business. Select the important requests.

Believing in the impossible

Once your needs have been listed and prioritized and your list of specifications has been sent to the organization that will be responsible for integrating and maintaining your computer system, you should expect a few changes from the software consultants. Indeed, you shouldn’t believe in the impossible; if the organization doesn’t put any barriers in front of you when faced with all your requests, it’s certainly because they won’t follow your specifications, and you’ll therefore be disappointed with your commercial management software. An IT tool can rarely do everything we want it to do, and some features will therefore need to be modified or even deleted.

Not committing to and requesting a commitment from the software editor

Once you’ve been able to verify that the IT consultant who will be responsible for editing your commercial management software is reliable and honest when it comes to editing the software and its various features, you should also commit to believing in their solutions to bring you the most positive responses concerning your needs. On their part, the editor will also need to commit, in return, to clearly explaining and clarifying how to use all the features of the commercial management software.

In short, when a company wants to integrate commercial management software into its computer system, the managers must determine and prioritize the needs ahead of time based in particular on the requests of the employees. Indeed, a concrete list of specifications lets you avoid disappointment and address the essential problems in your field of business and in your company. That way, you can make an informed choice about the software, but also demand a commitment from the IT consultant.