A template structure for your CRM demonstration

The following template time table has been set out on your use in making plans your CRM demos, and at some point of the demonstration itself. You can customize as you wish, and as suggested in the manual, circulate it to the seller and the team earlier of the meeting taking place. It will save precious time via keeping the CRM demo on track, and progressing for your terms, as opposed to allowing the seller to chair complaints or intending in a much less structured way.

First, make certain there may be area on your evaluation bureaucracy to report the subsequent information:

Date of assembly
CRM gadget vendor
Chairperson
Start/end time
Location
Attendees

This is both good practice and a way to jog attendees’ memories of a particular system, once CRM demo-blur sets in!

Guide: five steps to getting the most from your CRM demos

Template CRM demo schedule

Obviously, unique companies’ agendas will vary somewhat due to differing needs – an employer searching out a CRM for sales handiest won’t be too bothered with the aid of advertising functionality, for example.

Nevertheless, the structure beneath should, with some customization, serve as a reasonably comprehensive guide to planning your CRM demo.

Company introduction. To cover: history, markets, previous structures used, goals, evaluate of modern-day CRM and motives for changing

Vendor business enterprise introduction. To cover: history, values, markets served, ordinary projects

CRM demo – essential body. To include (delete as appropriate):

High-level device overview
IT necessities of CRM system (e.G. Cloud-primarily based or server-based, remote get right of entry to by using app or VPN, like minded devices, integrations with accounting/order processing systems and other offerings and facts sources)
Marketing capabilities
Sales features
Customer provider features
Finance capabilities
Operations features
Management capabilities
Reporting
Future development (e.G. How is the device adapting and evolving, how frequently are software updates commonly rolled out, what are a number of the future functions and integrations which are scheduled to be rolled out in the subsequent 2 years)
Compliance and facts protection (how does the device safeguard sensitive corporation and customer information from viruses and hacks)
Case take a look at of a regular install

Break and refreshments: permit 15 mins to 1/2 an hour for every person to recuperate

Software assist and aftersales service evaluate. To include: pre-set up training, statistics migration, set up timescale, go-live method recommendations, software program guide options, update information, customization options

Q&A session. Include hypothetical eventualities from all departments and functions present, fee analysis, and ask any similarly questions you have got approximately the demo

[elementor-template id=”3635″]

Free CRM Guides

CRM software selection checklist

Plan your CRM selection project with over 100 actionable steps to success

[elementor-template id=”3812″]

Template CRM demo schedule

Free CRM Guides

CRM software selection checklist

CRM vendor demos: what to do on the day

Five CRM systems for small businesses to consider