[PDF Download] Beyond the Product Vendor Research Tool

Use this tool to learn what you should be researching about any software vendor you're thinking of doing business with. We've provided note pages, as well, to guide you through the process.

Download Now

Ensure the Software and the People Behind It Are the Right Fit

The software choices you make impact vital areas of your business. You should be looking for a true partnership with your software vendor, not just a product.

There are numerous things you can do to get to know the people behind the product, but there are four particular areas this tool will focus on:

  • Company Details
  • Reviews
  • Online Presence
  • Security & Reliability

Use this tool to learn what you should be researching about a software vendor and how you can find this information. Plus, we've included note pages to guide you through the process!

Download the free tool now!

What is "going beyond the demo"?

Going beyond the demo is looking at the people behind the product. It's important that the software is the right match for your agency, but you should also be considering whether the software company itself is the right match. This tool helps you understand what to look for.

Why is this research important?

Your book of business is arguably the most valuable piece of your agency, so you should diligently research any software vendor you're considering that will help you manage that data. You have to do your research into the company behind the product to know whether it will be a beneficial, long-term solution for you. 

How will this tool benefit me?

Using this tool, you'll have a full understanding of who you're going to be working with, not just an understanding of the product itself. After all, your team will be counting on more than just the software—think data migration, ongoing service, security, etc.