Great job. Once you have your mockups, you’re ready to set up demo meetings with the top 2-3 vendors. Send them the mockups and let them know that you want to see how your six-month review process and comp model would work in their system. The sales rep should be able to do that for you or should provide you access to a demo system so that you can try it out yourself.
Keep in mind that some of the lower priced systems may not provide the flexibility you need. The more “unique” your model is, the more likely you’re going to have to invest in a pricier software that allows you to customize it to match your desired look/feel and process.
PS, if these six options don’t have the features you need, you can find others in our reviews section, along with feedback from current users on what they like (or don’t like) about each vendor.
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