After Your Advisor Call: 4 Tips to Keep Your Software Purchase on Track

By: Collin Couey on March 2, 2021

When you work with a Software Advice advisor, you’ll get two to five recommendations of products that best suit your needs. These recommendations are based on your budget, what you need the software to do for your business, and any other relevant information you provide us during the call.

And while our advisors do their best to prepare you for what to expect after the call, we’ve heard from you that vendors sometimes bombard you with calls and emails. Software vendor management isn’t always easy, so we’re here to guide you through the process.

Here are a few tips from our expert advisors that will help you take control of your software-buying journey after you’ve had your one-on-one consultation with us.

First, why are vendors blowing up your phone?

Before we get to the tips, it’s important to understand why vendors are so eager to talk to you. A salesperson’s job is to get you to sign up for an account before another vendor does.

Plus, you’ve already spoken with an advisor, so they’re ready to start building your confidence that they’re responsive and eager to meet your needs right away—but their eagerness can feel overwhelming. We’ll give you tips that will benefit you during these calls so that you can use their ambition to your advantage.

Another reason why vendors call you is because they often won’t give quotes via email. While we can’t make anyone adjust their policy on this, we’ll suggest ways to manage those calls in the sections below.

And now for the tips and advice on software vendor management from our advisors to you.

Tip #1: Schedule vendor calls based on your convenience

Hands down, the top tip our advisors have for software buyers is to schedule time for a phone call at a time that’s good for you. Check out their advice on exactly how to do this and why it works:


Software Advice advisor team manager, Brittany Walther, suggests to, “Answer the call, say a quick hello, and then schedule time at your convenience for a more in-depth call later. Things will die down considerably after that.”

Walther shares that when vendors call excessively, it’s because they can’t get in contact with someone to at least start the conversation. It comes from a place of trying to be helpful; they know you’re looking for a product like theirs and want to be responsive to your inquiry.


Michael Hestand, a fellow advisor team manager, says, “The best advice I can give is to engage with vendors as soon as possible and let them know your expectations and what’s most beneficial to you. That way the vendor has super clear expectations, and they know what they can do to best help you.”

It can be easiest to manage and engage with software vendors via email. This way, you can let them know where you’re at in the research process and when they can contact you, and both you and the vendor have a record of what was shared to reference for follow-up discussions. The more information that you have about a product or service going into a call, the better position you’ll be in during negotiations.


Director of qualification, Chase Sheeran, recommends that you, “Get strategic with your research by scheduling out demos and pricing conversations when it’s convenient for you.”

The first time you answer their call doesn’t need to be a long conversation. Sheeran says, “Pick it up and let them know when you will have time to talk. Otherwise, they’ll keep calling!”

He also shared a helpful reminder: “Vendors want to sell their product and they can be persistent. Take these steps to ensure you’re in control of the pace at which your research proceeds and you’re making clear what your needs are.”

How this tip benefits your software search:

You take back control of the situation once you’ve scheduled a call with the vendor. You know when it will be and will have a clear timetable in order to prepare for the conversation. 

OK, so now you’ve scheduled time for a more in-depth call with a vendor. What other unexpected software vendor management challenges might come up next?

Tip #2: Don’t be thrown off when a vendor doesn’t have all the context

Our Software Advice advisors write detailed notes on how and when to most effectively contact you based on the info they gathered during your call. But sometimes these notes can be overlooked by the software vendor, and the result is a disconnect between how you expect the meeting to go versus what the sales rep is prepared to discuss.

We know this can be frustrating.

You can absolutely ask the vendor if they received the notes from your call with our advisor and politely ask that they review them before your next meeting. After all, their purpose is to make a sale, and frustrating their potential customer isn’t in their best interest.

Walther shares another reason why there could be confusion or disconnect in your call with a vendor. “The details of functionality or features needed by the buyer are not always easy to communicate or understand. For instance, our advisors don’t always know exactly which products integrate with other ones.”

It takes years to be an expert in all the functionality, offerings, and integrations each vendor in a specific market has and they’re constantly changing and updating.

Be clear about your make-it-or-break-it requirements in your first email to vendors. This way you can catch if they’re not the best fit before spending too much time with the sales rep.

How this tip benefits your software search:

By asking the sales rep to take the time to read the notes from your call with our advisor, you’ll ensure they have all available context about your unique situation. This will lead to a more useful conversation because the sales rep will know precisely what your pain points are and what problem you need their software to solve. 

Tip #3: Don’t go into specifics when asked why you didn’t choose a vendor

After you’ve selected the best product for you, other vendors may ask why you didn’t go with them. Our director of qualification, Kacey Nash, advises that you don’t have to go into specifics if you don’t want to.


In fact, Nash recommends not to if you want your software vendor interaction to end smoothly.

“If you start to get into specifics (and don’t want to), it can create an opening for a sales rep to try and win back a sale. So oftentimes, less is more.”

Here are two sample responses you could use:

  • “We just felt more comfortable about the overall value of another vendor and have chosen to use them going forward.”

  • “While you have a competitive product, there was not a singular factor that caused us to choose the other company over yours. We had to look at the entire offering and they just won out this time.”

How this tip benefits your software search:

It’s an unfortunate truth that sometimes a software purchase doesn’t work out, so if you ever need to transition to a new choice, being polite will leave doors open down the line. 

Tip #4: Make the sales rep a resource, not a combatant

The software you choose needs to not only have the functionality your business requires, but it also needs to come with a commitment to customer service for you. This relationship starts right away as you’re working with the sales rep for demos and pricing of their product.

The vendor should be a responsive, supportive resource at each step of the process. Nash suggests: “Use them as a resource, not as a combatant. It will provide a more rewarding experience in the short- and long-term.”

You can help set up the relationship for success by setting specific meeting times, being responsive, and expecting them to do the same for you. Let them know that you expect proactive, detailed, and clear information about their product and customer service offerings.

How this tip benefits your software search:

Setting expectations early will keep you in control of the entire purchasing process. If you’re curious about what to expect during a call with a vendor, check out “How to Cut Through the Sales Pitch In Software Demos.” 

Next steps: Manage software vendors with confidence

Our advisors at Software Advice are committed to helping you find the best software that meets the needs of your business. We hope this article helps you understand what to expect after a consultation with an advisor and how you can keep control of your purchasing process.

Our advisors have an incredible depth of knowledge in the specific software type they work with buyers on. They’re constantly researching to stay up with the changes, trends, and functionalities of each market, but they can make mistakes. So please always reach out to let us know how we can be of better help to you or share a compliment with us. We’re here for you!

Recommended reading for the next steps in your software-buying journey: