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When
you have determined that your company would benefit from upgrading your
current accounting or financial management software—what do you do next?
Choosing the right software AND the right local partner to work with
will have a dramatic effect on the success of your business for many
years.
CAL
Business Solutions is here to assist you every step of the way.
Learn more about our qualifications
The CAL Business Solutions Sales Process
Step 1: Schedule a “Discovery Call”
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"The key to our sales process at CAL is listening. We listen to
customers and try to really understand their needs in detail before we
think of selling anything. We have built our business on honesty and
fairness. We believe in the Microsoft Dynamics GP product, and we enjoy
helping companies solve their business problems."
George
Mackiewicz, president, CAL Business Solutions, Inc. |
| During
a 45-60 minute conference call or meeting, George Mackiewicz, the owner
of CAL Business Solutions, will ask questions about your business
processes, your current system, your goals and more. Based on 25 years
of experience working with financial software George will help you
determine if Microsoft Dynamics GP is a good fit for your needs and your
budget. (If it is not a fit, George can often recommend other software
packages to consider.)
This preliminary discussion can help you formulate your requirements,
your budget and your timeline.
Invest one hour of your
time to discuss your current system, processes and new system needs and
we will let you know if GP is a good fit for your business.
5 Questions To Help You Choose the Right Software Reseller
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“Thank you for discussing our needs and being straight forward that we
might be served better by another partner. Your honesty & integrity are
appreciated, it makes me wish that we could have worked together,
because I admire these qualities.”
Frank
Kostek, CFO, Gandara Health Center |
Step 2: Schedule a Microsoft Dynamics GP Demo
Using
the information gathered during the discovery call, and possibly
additional information requested afterwards, George will prepare and
present a tailored demo for your team at your location. The information
used during the demo will be specific to your business and your industry
so you can truly envision how it would work at your company. George will
also show any add-on products he recommends to complete your Microsoft
Dynamics GP system.
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Step 3: Review Your Microsoft Dynamics GP Quote &
Proposal
There
are several components that factor into every Microsoft Dynamics GP
project. Our team will give you a fair and honest proposal that
includes all anticipated project costs including software,
implementation, customization, data conversion, training and annual
maintenance fees. We will make recommendations on any necessary hardware
upgrades and refer you to one of our hardware partners if requested. We
can also include financing options so that you can bundle all costs into
one monthly fee.
Learn more about Microsoft Dynamics GP Pricing
Step 4: Select Microsoft Dynamics GP and CAL Business Solutions
We
are happy to welcome you into our family of clients. An official "kick
off meeting" with your Project Manager and implementation team will
begin your project. The team at CAL Business Solutions will be with you
every step of the way to ensure that your implementation is a success
now and that you receive the support you need in the years to come.
Read Testimonials from CAL Business Solutions Clients.
Contact CAL to schedule a Discovery Meeting. |
