4 Steps To Find The Best Software Reviews/Insights in 2024

Making the right software purchase decision is crucial for any business. Choosing the wrong software can lead to wasted budgets, ineffective systems, and frustrated employees. But with so many options on the market, how can you identify the best software for your needs?

In 2023, relying on quality software reviews and insights will be more important than ever. With automation and AI transforming software capabilities every year, keeping up with the latest innovations and weighing all the options can feel overwhelming.

The good news is that by following a systematic process, you can cut through the noise and find the software reviews you need to make the right choice.

As an experienced data analyst with over 10 years in web scraping and data extraction, I‘ve helped countless companies leverage software reviews to make smart purchase decisions. In this article, I‘ll share the proven 4 step approach I guide my clients through.

Here are the 4 steps to find the best software reviews and insights for your business in 2024:

1. Define Your Software Requirements

The first step is to clearly define your software requirements. Consider the following:

  • What problems are you trying to solve?

  • What features and functionality are an absolute must-have?

  • Who will be the end users and what are their needs?

  • How do you expect the software to integrate with existing systems?

  • What is your budget?

  • What deployment method do you prefer (cloud, on-premises, hybrid)?

  • What implementation and support expectations do you have?

Document your requirements in detail. Having a clear sense of your needs will help you weed out any irrelevant or unhelpful reviews as you research. Prioritize which requirements are essential versus just preferable to help focus your search.

I always advise my clients to create a requirements matrix they can reference as they evaluate options. This helps keep them focused on their core needs. Here‘s an example:

Priority Requirement
High Available as SaaS
High Integrates with SAP system via APIs
Medium Reporting dashboard feature
Low Mobile app compatibility

Quantifying priorities guides you during the research process so must-have needs are fulfilled.

2. Identify Relevant Software Options

Next, make a list of software options that seem to fit your requirements. Here are some recommendations on how to identify relevant solutions:

  • Search software review sites like G2, Capterra, and TrustRadius using keywords related to your needs. Look for software designed specifically for your industry vertical if possible.

  • Check out analyst research reports like those from Gartner, Forrester, and IDC for software rankings and recommendations. Especially note “Magic Quadrant” and “Wave” reports that compare vendors.

  • Search popular software listing and database sites like Crunchbase, AlternativeTo, and SaaSGenius.

  • Ask for recommendations in industry communities and groups on social networks like LinkedIn and Reddit.

  • Reach out to your professional network and peers at other companies for software suggestions.

As you research, compile your initial list of software options to investigate further. Look for 5-10 recommendations at this stage.

I‘ve found that tapping into my professional network on LinkedIn has provided some of the best recommendations because I can talk to actual users of the software I‘m researching. Cold software reviews only reveal part of the picture – getting candid insights from someone with firsthand experience using the software day to day can expose strengths and limitations reviews may not highlight.

3. Read In-Depth Reviews for Each Option

Now it’s time to dive into detailed reviews for each potential software option on your list. Here’s how to approach this step:

  • First, go to software review sites like G2, Capterra, and TrustRadius. Read both detailed written reviews, especially those focused on features and use cases similar to yours. Also watch video reviews when available.

  • Next, research third-party analyst reviews of the software like Forrester Wave and Gartner Magic Quadrant reports. Download their PDF reports to get in-depth analyst insights on pros/cons, competitors, and best fits.

  • Search the software’s website for case studies, whitepapers, demos, and free trials you can access to explore the software more directly. Sign up for a demo or free trial account if possible.

  • Look for conference presentations from the software vendor on YouTube and SlideShare. Watching product demos and roadmap presentations can provide great insight.

  • Search for customer references and reviews on the software vendor’s website. But take them with a grain of salt as they’re provided by the vendor.

  • Check user communities like Reddit and Quora for candid customer discussions about the software.

  • Search for blog posts and reviews related to the software on third party sites like TrustRadius’s blog and Capterra’s blog.

  • If possible, speak to someone in your network who has direct experience with the software.

Take notes as you research reviews thoroughly for each option on your list. Track any pros, cons, limitations or major issues uncovered.

I like to log all my findings in a spreadsheet to easily compare factors like features, implementation needs, and costs across all software options. This helps me validate which choice truly best fits my requirements when I reach the final selection stage.

According to data from TrustRadius, 79% of B2B tech buyers say peer reviews influence their software selection process:

Source: TrustRadius

This highlights the power of in-depth peer reviews during the research process.

4. Make Your Software Selection

You’re now ready to make your software selection! Follow these steps to finally decide on the best software for your needs:

  • Compare all the options side-by-side and see how they stack up regarding your requirements. Eliminate any that don’t fit your needs.

  • Create a simple decision matrix showing how each remaining option fulfills your requirements. Score or rank them. Here‘s an example:

Option A Option B Option C
SaaS Deployment Yes No Yes
SAP Integration Limited Full Partial
Reporting Features 5/5 3/5 4/5
Total Score 3 4 5
  • Consider not just features, but vendor health, analyst recommendations, implementation needs, and ongoing support requirements.

  • If the choice comes down to 2-3 close options, request demos from each finalist. Prepare specific scenarios related to your key use cases to discuss during the demos.

  • Talk to their sales reps with any lingering questions. Ask about their roadmap, training/support offerings, and total cost of ownership.

  • Select the final software that scores highest across all your selection criteria. Document the rationale for your choice.

  • Develop a transition plan to start implementing your chosen software. Budget for training, change management, and post go-live support needs.

Following a systematic selection process will help you feel confident you’ve made the best software decision for your organization based on expert reviews and research.

In my experience, taking the time to create a structured selection framework is crucial. I‘ve seen many buyers make knee-jerk software decisions based on incomplete data, only to end up with solutions misaligned to their needs. Methodically evaluating all factors avoids this pitfall.

Tips for Getting the Most from Software Reviews

Here are some additional tips I share with clients to get the most out of software reviews and insights as you evaluate options:

Look for reviews specific to your use case – Make sure to read reviews from people with similar needs to yours, whether that’s your industry, company size, or specific function. Their experience will be most relevant.

Prioritize hands-on evaluations – Demos, free trials, case studies, and conference presentations will give you direct insights into using the actual software over just reading reviews.

Check when reviews were written – The software market moves quickly. Make sure to look for recent reviews that reflect the vendor’s current product offering and strategy.

Consider negative reviews carefully – No software is perfect. Understand shortcomings, but make sure they don‘t impact your core requirements.

Seek unbiased experts – Third-party analyst firms and software review platforms offer more objective insights than the vendors themselves.

Talk to real users – Reaching out to people in your network who use the software can provide candid insights a written review may not capture.

Match reviewer demographics – A reviewer from your specific industry and with your level of technical sophistication will give the most relevant viewpoint.

See the future roadmap – Review not just current features, but the vendor‘s future product vision and innovation pipeline through presentations and analyst reports.

Verify integration capabilities – Carefully investigate how well each software option can integrate with the other systems you rely on.

Consider vendor viability – Choose established vendors with healthy financials and a commitment to ongoing product investment.

Software selection is a complex undertaking. Using my 10+ years of experience in structured data analysis, I guide clients through synthesizing and prioritizing the insights from reviews to avoid information overload. The right framework makes all the difference.

Key Software Review Resources to Leverage

To recap, here are some of the best software review resources to leverage across each stage of your selection process:

For Initial Research:

  • Capterra
  • G2
  • TrustRadius
  • Gartner
  • Forrester
  • IDC
  • Crunchbase
  • SaaSGenius
  • AlternativeTo
  • LinkedIn Groups
  • Reddit

For In-Depth Reviews:

  • Detailed written reviews on G2, Capterra, TrustRadius
  • Video reviews on G2, Capterra, TrustRadius
  • Analyst PDF reports from Gartner, Forrester, IDC
  • Vendor website (demos, trials, case studies)
  • YouTube videos of product demos and presentations
  • Conference presentations on SlideShare
  • Vendor customer references
  • Reddit and Quora customer discussions
  • Software review blogs

For Future Roadmap Insights:

  • Vendor product vision whitepapers
  • Analyst reports summarizing product strategy
  • Vendor presentations at industry conferences

As a data expert, I leverage my technical skills to aggregate review data from these sources into an analysis framework tailored to the client‘s specific needs and priorities. This enables me to guide them to the ideal software choice.

Avoiding Biases in Reviews

When relying so heavily on reviews, you must be aware of biases that can skew perspectives. Here are a few I encounter regularly:

  • Underrepresentation of Negative Reviews: People are far more likely to leave a review when they had a bad experience versus a positive one. Review samples can skew negative.

  • Honeymoon Period Positivity: Some reviews may reflect initial positive feelings that fade after the novelty wears off. Look for reviews after extended use.

  • Only Technical Users Review: Reviews often represent the most technical users rather than average business users.

  • Reviews Paid for By Vendor: Watch for reviews that seem disingenuine and too positive on vendor sites.

  • Reviews Not Updated: Reviews can become outdated as software evolves. Look for recent reviews.

  • Reviews Skew To Larger Companies: Larger firms are overrepresented. Seek reviews from companies like yours.

  • Extreme Reviews: Ratings tend to the extremes. Average experiences go unreviewed.

I take special care to look out for these potential biases and balance them across a wide set of data sources to ensure an accurate perspective on the software.


Choosing the right software is a significant investment. By implementing a systematic approach to software selection that takes advantage of expert reviews and insights, you can feel confident you‘ve selected the best solution for your needs.

Define your requirements, research all options, dive into detailed reviews, and evaluate how each software aligns to your specific needs and future plans. Focus on unbiased third-party review platforms and analysts for the most objective insights.

With the right process powered by software reviews tailored to your use case, you can invest in software that pays dividends for your organization far into the future. Carefully weighing software reviews will save you from expensive pitfalls and ensure you realize the maximum benefit from your chosen solution.

With over 10 years of experience structuring and analyzing data to drive insights, I can guide you through leveraging reviews to confidently select your next software solution. Please contact me to learn more about my strategic software selection process.