5 Things SMEs Must Ask in an ERP Discovery Call

For small and medium businesses (SMEs), implementing a new ERP system is more than a technology upgrade—it’s a step toward digital transformation. Choosing the right ERP partner can define the success of your transition. And it all starts with your very first discovery call. That initial conversation often reveals whether the partner truly understands your needs and whether the ERP product is the right fit. 

Here are five things to look out for during your first call: 

1. Do they listen more than they pitch?

An experienced ERP partner will ask about your current challenges, workflows, and goals. If the call feels like a sales monologue, it’s a warning sign. 

2. Relevant SME and industry experience

Your partner should demonstrate success stories with businesses like yours. Industry-specific ERP knowledge saves time and avoids costly mistakes. 

3. Scalability and integration

A future-ready ERP for SMEs must grow with your business. Check if it integrates easily with your existing systems—accounting, CRM, POS, or e-commerce. 

4. Transparency about risks and timelines

The best ERP partners set realistic expectations on costs, timelines, and adoption challenges. If everything sounds “too simple,” dig deeper. 

5. Post-implementation support

ERP transitions succeed when users adopt the system. Ensure the partner provides proper training, ongoing support, and change management guidance. 

Final Thought 

Your first discovery call isn’t just about evaluating software—it’s about assessing a long-term partnership. Choosing the right digital ERP partner can make your SME’s digital transformation smoother, more efficient, and growth-focused.