Follow the money first
If you can only switch on one suite, choose the one closest to revenue. For most operators that is RevOps (leads, pipeline and follow-up) or Finance (payments and reporting). Wins there pay for everything that follows.
Then fix the loudest handoff
Ask your team where work gets dropped. Sales to service? Service to billing? Field crews to the office? The suite that owns that handoff is your second switch.
- Sales to service: RevOps and Service
- Field to office: ERP and Operations
- Hiring to day one: People and LMS
Connect before you replace
Every suite works with the software you already use. Connect your existing systems first and run them side by side for a month. Replace a tool only when the native app clearly does the job better.
Leave room to grow
Suites can be switched on at any time and are priced per location. There is no penalty for starting small, so start with what you will actually use this quarter.