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Questions to ask an ERP or CRM implementation partner

Good questions reveal more than a sales presentation. Ask each shortlisted partner the same ones and compare the answers.

Experience

  • Have you implemented this product for businesses like ours?
  • Can we speak to two recent clients?
  • How many projects like this have you delivered in the last year?

Team

  • Who will lead our project and what is their experience?
  • Will the people in the sales meeting be the people doing the work?
  • Do you use subcontractors?

Scope and plan

  • What is included and what is not?
  • What are the phases, dates and deliverables?
  • How are changes to scope handled and priced?

Data and testing

  • How will you migrate our data and check it?
  • How do you test before go-live?
  • What is the rollback plan?

Training and support

  • What training is included and for whom?
  • What support do you give after go-live and for how long?
  • What are your response times and how is support charged?

Commercials

  • What is the payment schedule?
  • Who owns the customisations and the documentation?
  • What happens if we want to end the contract?

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Frequently asked questions

What is a red flag?

Vague scope, pressure to sign quickly, no references, or a team you cannot meet before signing.

Should I get everything in writing?

Yes. Scope, timeline, price, support and ownership should all be in the contract.

Where do I find partners to ask?

Browse the SARVO directory and compare companies before you reach out.

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