How to evaluate BI vendors and ensure a smooth rollout

Not every BI solution is created equal...


With hundreds of CRM options, it can be quite difficult to determine which one serves your business best. With over 20 years of experience in this industry, take our proven advice and request our free BI Solution Checklist to help improve and speed up your research process. Click here to see some customer case studies.

Top points to consider when looking for a BI solution:

  1. Will the solution scale with my business?
  2. Are the features offered comprehensive?
  3. Is it straightforward to configure and/or customize?
  4. Will it fit my business processes?
  5. Will it integrate with my CRM/ERP systems?
  6. Is there an intuitive customer experience?
  7. Is there an integrated marketing automation feature?
  8. How is support handled?
  9. What is the total cost of ownership? Not just per user.
  10. How will it be adopted by the employees?
  11. Flexible payment options?
  12. How long has the company been in business?
Birst Screen Shot


Fill out the form to request your BI checklist or call Bryan Marks 727.216.8062 to request or answer any questions.

Contact Us

Thank you for your interest. Please complete this simple form and we will be in touch with you.

Start typing and press Enter to search