1. Start here: Trial roadmap

Hello and welcome,

It’s good to have you here. We’re here to help!

A hands-on trial is definitely the best way to determine the benefit and value our cloud ERP solution will deliver to your business.

The most efficient way to get to know the platform is to begin by modeling your core workflows.

The trial will help you discover what you don’t know, and what you need to ask us before you make a decision.

Here are the four key steps you should follow to conduct an informative evaluation and give you the insights you need to make a decision.

On behalf of everyone here, thank you for giving us the opportunity to provide you with a solution.

Lets, get started!

Nick & Co

You can keep and use your trial for as long as it takes you and your team to get to know us and our Cloud ERP order management software. 

We know this is a considered purchase. If you choose our system, we know you’ll be with us for years to come. Making sure Salesorder is a good fit for your business is as much as a priority for us as it is for you. 

However, regardless of the shape and size of your business and decision timescales we’re confident you should be able to reach a level of comfort as to whether or not our system feels right for you in less than a day. 

To help you get to this point, here is a roadmap which we hope will provide you with the foundation knowledge you need in approximately 5 to 8 hours of your time.

Cloud-ERP-solution-trial-roadmap-2

1. Settings and data

Before you can try your workflows, you’ll need to configure a few basic settings, add some key data, specifically Customer(s), Supplier(s), Items. 

Taking the time to set up the system yourself is a really worthwhile exercise. It introduces you to the major functions in the app, and gives you an opportunity to start to model your business in our platform.

2. User basics (training)

Next you need to understand the basic conventions i.e. how navigation and controls work. Mastering these conventions will enable you to explore and use all parts of the app. Our cloud-based ERP is versatile. It is customizable and has hundreds of useful features.

3. Key workflows

Depending upon your business model there are going to be key workflows you’ll want to evaluate. In this part of the roadmap, we’ve listed about 25 workflows you can choose from. 

This list is not exhaustive, if there are workflows you need to see and they don’t appear in the list, then please tell us by email to support@salesorder.com. One of our Solutions engineers will be happy to either work with you to model the missing workflow(s) or direct you to content which matches your needs.

Once you’ve completed a few walkthroughs of your core workflows, you’ll be more than ready to explore further without too much help from us.

4. Live Q&A

Don’t worry if you get stuck, we’re here to help. You can email support@salesorder.com or ask your questions in the live Q & A call. We’ll agree on a time and date for this when you receive your trial.

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