Being an Experience Manager at Quiddity, I happen to meet many small business owners and interact with them. During our discussions, they always raise a question that how they can determine the usability of any workflow management system. The management system is going to be a part of their daily work routine and its selection should be based on several criteria. However, one of the most useful and effective ways of checking the applications of any CRM system is the free trial.
We at Quiddity offer a 14-day free trial to allow you to see the exact capabilities of our simple workflow management system. You have access to all the Quiddity features during the trial period so that you can decide whether our system can suit your specific requirements or not. Well, before beginning the free trial you need to do some homework. You need to make a plan and include details that will enable you to explore each and every feature of the tool.
To ensure that you made the right decision regarding the selection of workflow management software, start preparing before the free trial is initiated. You need to prepare a list of the areas in which you want to use the capabilities of Quiddity and automate the mundane work. Doing this will allow you to easily compare the before and after scenarios and gauge the exact effect of using the tool.
To get a hands-on experience of our workflow management system before the trial phase you can have a look at the videos. The videos cover all the information on how you can use Quiddity for streamlining your marketing and sales efforts. Also, you can quickly learn about the integration that Quiddity offers from these videos. The videos also talk about all the typical concepts of Quiddity such as the Xero integration, MailChimp integration and more.
After doing your detailed homework, you can follow several tips which we have curated after considering the challenges of small businesses.
1. Get the first-hand experience
Once you have acquired rough knowledge of the workflow management system, you can enter the trial phase. But ensure that you have enough time to check all the functionalities of the software otherwise you will end signing up with different email ids and remembering new credentials will be cumbersome. We are giving you a chance to opt for a second FREE trial in case you missed exploring our solution in the first trial. To avail the benefit, click here.
2. Take inputs from every team member
It is clear that you and your team members will be using the workflow management system to complete the tasks. Therefore, it is necessary for you to register your team members also for the free trial of the tool. Also, make it a point to note the feedback of your team members regardless of their designation. On the basis of their expertise and features they explore, they will be able to give you the exact review of the software.
3. Check if your business needs are catered to
After getting a brief overview of the capabilities of the software, you are all set to test the workflow management system for your unique business needs. Study all the features deeply and experiment by entering data in a real case scenario within your business. Try out all the possible permutation and combination of cases that might happen in your business in the trial phase.
4. List down all your questions
While using the software it is certain that you will encounter questions. The questions might be related to the functioning or navigation for the workflow management system or the after-sales support. We would suggest that instead of finding the answers to all the questions yourself you can prepare a list and ask when our product team gives you a demo.
5. Reach us to get them solved
Once you have a list of questions ready with you, book a demo with us so that we can answer them for you. Since you have touched all nooks and corners of the workflow management system you will be prepared with all your questions and we can have an informative as well as an interactive demo session.
It’s crucial for you to utilise the entire free trial to gain an in-depth knowledge of the capabilities of the application. After all, it is a huge decision because the choice of an efficient management software enables you to reap several benefits such as it streamlines the regular tasks, boosts productivity and gives your employees ample time to innovate on other productive strategies.
So, what are you waiting for? Begin your evaluation phase by signing up for a 14-day free trial here!!
Carly works as the Xperience Manager at Quiddity, an amazing workflow and customer relationship management tool for small businesses. Carly is passionate about ensuring that all users get the very best out of Quiddity.