Discovery calls are a critical step in selecting an ERP solution, helping businesses match their needs with the right vendor. Preparation involves appointing an internal ERP champion, securing leadership buy-in, identifying business pain points, and narrowing vendors to 2–4 options. During the call, companies should share their story, outline key selection criteria, validate vendor claims, and discuss features, ROI, and budget. It’s also vital to assess vendor values, support quality, and transition planning. The process ends with defining a vision of success and checking references, ensuring confidence in the chosen solution.

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