We at GroSum are firm believers that “Using is Believing“.
Thus, we always insist that our customers use our solutions and try out their specific use cases to figure out whether GroSum is exactly what they want.
However, in many cases, we have seen customers not having a proper plan of using the product during the Free Trial period. This results in improper assessment and time wastage that does not fulfill the purpose of the program.
Thus, we have compiled a list of best practices for prospects to make effective use of this very important leg of the decision making process.
So, our first step is to identify whether you are READY for a Free Trial.
| Go for a Free Trial only when | Must Haves |
|---|---|
| You are NOT just window shopping | |
| You have confirmed that prima facie the product meets your needs | |
| You have a proper plan for checking specific use cases | |
| You have decision makers available to give time for the Trial | |
| You have set clear criteria on what to assess during the Trial |
If you have answered “NO” to more than 1 question above, then chances are you still are not ready for a Free Trial program.You should not go forward on this guide.
Many times, with regards to Free Trial, since it is offered Free, the seriousness of the buyer to take time out to evaluate leaves a lot to be desired. Mostly, there is no specific plan on evaluating during the trial. Also, the decision makers do not get themselves involved. This results in the efficacy of the trial being extremely limited.
On the other hand, if you have answered YES to more than 80% of the questions, then we are happy to take this forward. The next step is to help you with a checklist that will help you plan an effective Free Trial program.
Best Practices for Free Trial
| Short Duration - Max 2 weeks | |
| Clear set criteria on assessing the software during Trial | |
| Assessment team with decision makers, clear roles & time commitment | |
| Documented use cases and user roles to be implemented | |
| Scoring sheet with parameters and rating scales | |
| Clear communication with vendor on expected support | |
| After trial, ask for account deletion or extension, if required | |
| Share feedback & next steps with vendor |