Switching platforms: the data you will lose, and finding out before you sign
The second migration is the expensive one. Most of the cost is in what does not come across, and you can establish…
Buying & Migration
Trials, demo calls, and moving off paper or off another platform.
4 pieces
Coming off paper and spreadsheets: the first migration is the easy one
Shops moving from whiteboards and spreadsheets have an advantage they rarely notice: almost nothing has to be…
Running a trial that tells you something: fourteen days, one real workflow
Most trials are spent clicking through features and end with no more information than the demo. Here is a…
The demo call: twelve questions that produce written answers
For a quote-gated platform the demo call is the price page. Going in with the questions written down changes what you…