01. Exchange Contact Information

• Exchange visiting cards for future communication and reference to ensure that communication is smooth.

02. Understand Customer Requirements

• It is important to allow your customer to speak and to listen attentively to what they have to say.
  This will help you better understand their needs and concerns, and enable you to provide them with better service.
  Always remember to give your customers the opportunity to express themselves and to actively listen to their feedback.
• Document the customer's requirements.

03. Fix Customer Requirements in Module Wise

• Discuss and finalize the requirements with the customer for a specific module.

04. Identify Customer Pain Points

• Take note of any pain points or challenges expressed by the customer to ensure that they are addressed during the implementation process.

05. Understand Control and Reporting Requirements

• Identify and document what the customer wants to control and the reports they require to provide better visibility and control.

06. Review Old System

• Evaluate the existing manual, Excel, or other software systems that the customer currently uses to understand their current workflow.

07. Neutral Stance on Old System

• Avoid making commitments or judgments about the customer's existing system during the initial discussion to prevent any bias.

08. Software Introduction(PDF)

• Provide an introduction to the software, covering all relevant points, to help the customer understand its features and benefits

09. Demo Module in ERP

• Log in to the ERP system and demonstrate the functionality of the agreed-upon module to the customer, allowing them to visualize the outcome.

10. Show Related Reports

• Showcase the reports associated with the implemented module to help the customer understand the data flow.

11. Identify Gaps

• Note any disparities between the customer's requirements and the ERP system's current capabilities to address them during the implementation process

12. Collect User Information

• Ask for and document the names and contact information of relevant users for future communication and training to ensure that training is effective.

13. Quotation Preparation

• Prepare a quotation based on the customer's specified requirements and the modules to be implemented to ensure that there is no scope for confusion later.

14. Customer References

• Provide references of satisfied customers who have not only used but also benefited from your software. Check the call data option in VijayErp for more insights.