Now that you know why we ask questions first, here are some questions we might ask during our initial call, and what we hope to learn.
While these are only a few of the types of discovery questions we may ask, they are important and help us to get a deeper understanding of your organizations individual needs to be sure that the system we recommend is the right fit for your organization. If it's not a good fit, we'll let you know that too.
It also allows us to customize the DEMO presentation so that we can show areas of the software that are critical to your organization. A high level overview is nice, but it doesn't really show you how the software will meet your unique needs. There may be functionality that is vital to your organization that the software does in fact contain, but without understanding that first, we would not know to highlight those features during the DEMO. A customized DEMO will provide far more information and allow for your organization to more easily determine how the software will meet your needs.
Soft Trac always takes the time to understand an organizations unique needs. It starts during the sales cycles and continues into the implementation and training phase, guiding you through the set up and go live process. We treat every client individually and this is one of the many reasons our clients are so successfully using their software. For more information on the importance that Soft Trac places on discovery, please visit our previous blog post Why discovery is critical to a successful customer relationship ›.
Soft Trac is a woman-owned business and accomplished team of nonprofit software consultants. We believe in making nonprofits "do good" better. For more information on any of the topics discussed in this blog or to learn more about the software products and services we offer, please CONTACT Soft Trac.