“Make a customer, not a sale.” - Katherine Barchetti
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Post-Sale Support - What You Need to Know
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We find that one of the largest factors our customers consider is post-sale support, because with this type of purchase there will, without a doubt, be a need for it.
It is best to inquire with your prospective software company at the beginning of your search as to which types of support are offered, will these fit your needs, and which types of support the software developer will require you to have.
Below are just a few questions to ask yourself and your prospective software company regarding post-sale support.
- Will you designate someone in your office to get trained in the entire system to help manage future inquiries from staff? This can help alleviate redundant and possibly expensive calls to the software development team and allows for the expectation of due diligence from your employees.
- Will there be in-house training or will your training happen remotely? This is a question you should work closely with your software company to answer. In-house training is always the best option but could lead to additional, yet worthwhile costs.
- After the agreed upon personnel training is completed, will there be additional support available if needed? All credible software companies have thoroughly thought-out and developed training processes. Once standard training is complete and your company has gone "live", there should always be options for additional support.
- If additional support is offered, how is the technical support provided? Software companies should always offer multiple options for technical support i.e. email, phone or online. Sometimes these can be limited based on contractual agreements.
- Is technical support free or does it have to be paid for? This varies to a great extent from company to company, something to consider.
- What if you need to add additional users? Most software companies will likely charge to add additional users.
The truth is as consumers, we don’t know what we don’t know; the answer is to research & know your position. As always, feel free to give us a call 541.330.5483 or
email us and ask any questions that come to mind.
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Click the image above to check out our blog for more insights and to locate previous versions of this newsletter.
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“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” –
Steve Jobs
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We
VALUE
our customers and we thank them for their feedback. Please take a moment to read through a testimonial or two.
“For several years, our company used another accounting software product. It had been so modified and customized to match our order entry and accounting needs that it became nearly impossible to teach new employees how to use it. I first heard about Lumber Expert at a trade show and was very interested in seeing a demo.
IMMEDIATELY, I was impressed!! I couldn’t believe there was a lumber trading software product written, designed, developed, and labeled in lumber-related terms by a group that understood the entire lumber sales process. What took so much time to complete before was now simplified into just a few actions, forms, pages, layouts, and click-through menus that were labeled in a manner that needed no extra explanation.
The switch to Lumber Expert was 1000 times easier than I had anticipated. A rep came to our site and spent several days working with our team during the transition. They were readily available by phone and email afterward. My only wish is that we had made the sensible change to Lumber Expert years before we did. Now our sales team can focus more on sales instead of trying to work with an odd, non-industry related software system. Lumber Expert (Trader Expert) makes our company more efficient, reliable, and effective.
Pat Mawhinney – Vice President/Trader – Lumber Specialists, LLC
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“The Buying Source, LLC have been operating on Lumber/Trader Expert for several years now. Lumber Expert is the core of financial reporting for our company. After using a couple of other Software programs for small businesses, Lumber Expert is by far the most suited program for our industry.
Order Entry is straightforward and retains all pertinent information for each order. Orders are easily converted into invoices with just a few steps. Customers may receive their invoices electronically, therefore, the turnaround for payment is more adequate. Cash Receipts and Cash Disbursements are effortless with the exceptional record-keeping you will find in LE. The steps are minimal. AR Collections allows you to keep track of past due invoices & keep notes that may be essential when collecting from customers.
I have 4 bank accounts to reconcile & the Bank Reconciliation module saves me loads of time & frustration. User mistakes do happen but with the multiple reporting options available, errors on any transactions are easy to account for & correct. Being able to keep track of late shipments, past due accounts, credit limits, customer & vendor purchasing history, just to name a few aids in keeping our business running efficiently.
Technical support is rarely needed but for those few times Kevin has been available & on top of what we needed.”
Kriste Lance – Office Manager – The Buying Source, LLC
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“I have been using Trader Expert for about 4 months now. It has made my day to day operations much faster to complete. Order processing takes me about a third of the time it used to. The tracking of orders and follow-up is so easy it allows me the time to do much-needed business development. Truck Order and Logistics are very fast. All in all a big time saver and organizational plus. I would recommend to anyone in the industry.”
Mark Kennon – Trader – Lumber Specialists, LLC
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Lumber Expert includes several modules, one of which is Trader Expert: A tool designed specifically for traders to have the information they need to get the job done – at the click of a button!
Trader Expert runs as a separate module but
is fully integrated with Lumber Expert,
designed to help a trader run his/her business with ease.
Highlights include:
- Mill and customer lookup showing open, late orders, pending orders (orders issued but not yet entered), uninvoiced orders (orders shipped and not invoiced) and invoiced orders
- Customer status displayed: available credit and past due
- List of all orders for the trader logged in with the same tabs available as above
- Immediate order number issuing for mills or customers
- Order printing, emailing and faxing
- Shipping information entry
- Inventory inquiry – details what is on-hand, on-order, committed, available to sell and net position
- Product inquiry – what mill has produced which product(s) or what customer has purchased what product(s) or product components
- Margin inquiry shows on a day-by-day basis, buys and sells, by trader.
Want to save time and money?
Email us
for your complimentary consultation.
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Services | RDB Solutions
We are a privately owned consulting company specializing in custom application development and inclusive business solutions. At RDB Solutions we pride ourselves on our customer relationships. Contact us now for a free consultation 541.330.5483!
Read more
rdb-solutions.com
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Why you should give us a call?
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Why should you schedule a
FREE demo or consultation? That's easy.
You are our priority, it's all about you and we know it!
During your consultation, we will guide you through our software and services utilizing our five-point quality assurance process.
- Integrity – The foundation of our business. We strive to always act with the highest of standards in ethics and transparency. This will guide your understanding of our processes.
- Excellence – In all manners of business from performance to experience. As a customer, you can always expect our absolute best. We are proud of what we do and how we do it.
- Accountability – We keep our promises and deliver on our commitments.
- Collaboration – We listen to and support one another. At our foundation we value working together. We believe in working together to improve our business, and to better support our customers.
- Inclusion – We believe that inclusion drives our business. With an enriching and inclusive environment, we have set you up for success. We work with you, as our driving force, to build the best software solution for your business.
As we walk through the process of understanding your software needs, we will be happy to maximize your time by working from an already existing pool of written code and newly written code to develop the solution that will maximize profits and productivity.
We will help you:
- Define the objective
- Determine the best technology
- Prototype screens and processes
- Define reporting requirements
- and so much more…
Industries currently serving:
- Lumber Wholesale
- Steel Wholesale
- Coffee Distribution
- Telecom Re-billing
- and more…
After your Business Solution Consultation, we are ready to begin developing your custom solution. Again, we maximize your money by utilizing a deep well of already existing and improved on code developed over the past
20 years. We apply that vast knowledge to our agreed upon solution to build you the all-inclusive and robust software you've been searching for.
We Listen. We Collaborate. We Deliver. These aren’t simple words to us, they are our driving force. We say what we mean, and in doing so, we can easily focus on simplifying the process for your, from your consultation through implementation and training.
Don’t miss out, call or
email us at 541.330.5483 for your free consultation now!
Upgrade to Expert
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Lumber Expert is an all-inclusive and robust application designed for the wholesale and distribution industries. It encompasses: order processing, management, inventory control, a fully integrated accounting module, and financials.
Lumber Expert contains many modules, one of which is Trader Expert. TE was specifically designed for traders and has everything they need to get the job done. This includes: order and inventory management, product inquiries, and account management.
Lumber Expert provides all the accounting and back-end functionality with an intuitive workflow that’s easy to understand, reducing training costs and increasing accuracy.
Want to save time and money?
Email us
for your complimentary consultation.
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Inclusion: Customer Led - Customer Driven
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In today’s market it is easy to see why it is important to make the switch to a customer inclusion business model with customers as a part of the business plan and/or part of the team. Customers have not traditionally been as deeply involved in companies as they are now, but we all know how vitally important it is to ensure company-wide inclusion in the work place. Making inclusion a priority can result in extraordinary benefits.
So, let’s think, for a minute, about the outcomes of customer inclusion. I’m not talking about asking “how was your meal?” Or, “Did you find everything OK?” While these are an important type of question, in their own way, customer service and customer inclusion are not created equal. Would you bring your customer a burger they didn’t order? NO. So, let's get back to the outcomes of customer inclusion and why leveraging them will increase the customer experience.
“Leading organizations are devoting significant resources to truly understanding the needs of diverse customers and translating their findings into insights that anyone in the organization can act on to improve the customer experience,” said Tom Champion, a senior analyst with Forrester.
“The idea is to bring the voice of the diverse customer into the organization as a form of creative fuel – so when teams are making decisions, they have more perspectives at their disposal” said Craig Donaldson with Insider HR.
Talk about
benefits
and we take our bennies very seriously around here...
At RDB Solutions we pride ourselves on our customer relationships. YES – we have a tightly integrated system, YES– we have a module specifically for your sales force
to have the information they need to get the job done – at the click of a button! And, YES – we have an extremely intuitive system that is incredibly easy to use and WILL save you both time and money. But more than that, we have an inclusive customer led and driven business plan. We work with you to ensure that your needs are met before and after your company goes live.
Call or
email us
for your free demo now 541.330.5483
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If you haven't had a chance, check it out.
We frequently update the website with new content, so check back or join us on any of our social media and get updates as we post them.
(see links at the bottom of this newsletter)
Have a blog post idea or a question regarding content, please
email us
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Successful Accountability
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We know you are looking for a company you can count on, one you can believe in. Serving businesses is not just what we do, it’s who we are. Over the years we have honed our software to the fine specimen it is today. We’ve been so successful at this because, as a team, we make ourselves accountable. We see or in some cases hear about a potential change that we may need to implement and we move on it.
We are always willing to:
- Proclaim that something needs to be done.
- Accept personal responsibility for tackling an issue, while always ensuring we are accountable with budget decisions.
- Make positive choices and decisions to act while thinking deeply about the consequences of each choice.
- Set high expectations for ourselves and our team.
It is important to us that our customers’ needs are heard and validated. All of these reasons and more are why we have produced some incredible solutions for our customers.
Call or
email us for your free demo now 541.330.5483
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