Step 5:  Identify & Evaluate Your Software Options

Choose your CRM wisely.  That choice will have major implications for all the other systems in your stack.

- Joe Marhamati, CFO at Ipsun Solar

Based on the priority list and your detailed workflows, identify layers of the stack to tackle and software options within those layers.  Evaluate the different options against the 4 design principles of an effective software stack: interoperability, specificity, process-based, and adaptiveness and through the lens of solving your needs or from the benefits it brings your company, not necessarily on the features.  If you’re early in the process of building a stack, it’s most crucial to start with a strong backbone like a CRM or a Project Management software and add other tools in the stack around it. This will act as the main source of truth, passing the right information across the different layers of the stack.