The Essential Information for a Good ERP Quote

There are several different elements that need to be well thought-out in order to receive a good ERP quote. Enterprise Resource Planning by definition is a system that integrates information across a company using services such as: finance/accounting, manufacturing, sales, customer relationship management (CRM) and more. You want to make sure that you get a quote that’s in your budget, but you don’t want to sacrifice the essentials to stay within your budget either. Make some room in your budget for fluctuation and negotiation to ensure that you get the best quote.

Modules

There are a number of modules that are offered in an ERP system, it’s up to you to choose which ones best fit your company. For example if you are a consulting company maybe you only need CRM, Finance and the Sales module. Save money on modules that you don’t need and get the one’s that you do need. You have the option of getting standard or advanced modules. Advanced modules offer more variety of features but are usually used for larger businesses. There needs to be research done to explore what particular capabilities you need.

Number of Users

The number of user’s plays an important role when determining the price. It is important to have a firm estimate of the amount of user’s that you need. Plan in advance to avoid unanticipated cost and to get a more accurate quote.

Training and Customizations

Training can sometimes be overlooked when budgeting for an ERP solution. Even though training could be included in the ERP quote, keep in mind the degree of training they offer. If you know that your staff is going to need more training than what’s offered, suggest to the vendor that you need more training. If you want a feature that is not available but can be done as a customization then that could increase your budget as well.

Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner