The Software Reference Call Checklist

June 9, 2015 Marlo Hertling

When you are making reference calls, there are a few simple steps you can take to ensure that you get the information you need and that the time spent talking with the provided references is worthwhile.

Here are 5 steps that will help you get the most out of your reference call.

  1. Ask for Relatable References.
  2. Schedule the Reference in Advance.
  3. Be Prepared.
  4. Start with Introductions.
  5. Say Thank You.

Making a customer reference call is an important part of your decision making process. It is also an inexpensive and candid source of information that will help you know that the investment you are about to make in a new solution will benefit your organization.

About the Author

Marlo Hertling

Marlo Hertling has worked with leading HCM organizations and has been helping Canadian companies implement HCM solutions for more than 15 years. She is the Vice President of People & Culture at Avanti Software Inc and serves as Avanti's HCM subject matter expert.

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