Because most CRM software is expensive, the CRM demo is essential to the evaluation and selection process.
If a vendor’s software doesn’t meet your organization’s needs or is under-adopted, committing to the wrong vendor can be costly.
The stage in your buying cycle at which you view a CRM demo is critical. Many companies schedule CRM demonstrations too soon.
Getting a CRM Demo Before You’re Ready
If you have not yet gathered and documented your CRM requirements, here are some of the things that you and your team can expect during a CRM demo:
- Develop a closer relationship with the vendor salesperson
- Learn about the vendor’s company and who their customers are
- Get a better definition of what CRM is (for those who are unfamiliar with CRM)
- Answer questions about your business on the fly during the demo
- Get a sense of the CRM system’s user interface and navigation
- Learn how to add custom fields
- Understand how email integration works
- View some out-of-the-box reports and dashboards
- Learn about some areas of the CRM system that do not apply to your business
- Hear the words “I’ll get back to you on that” multiple times
In other words, you’ll mainly receive an education on the vendor and their product’s features. You’ll also get a broad-brush view of the system’s capabilities.
Viewing a Demo After You’ve Documented Your Requirements and the Vendor Has Been Prepped
If you first assemble and document your business requirements, here are some of the things you and your team can expect during a customized CRM demo:
- Minimal time covering the vendor’s business
- Maximum time covering your business and its specific needs
- Learn how the CRM system would address use cases specific to your business
- Learn where the CRM system would add value to your business
- Skip over areas and features of the CRM offerings that do not apply to your business
- View a demo that addresses the functional areas and interests of all attendees
What to Do Before You Schedule Demos
Here are some of the things you should do before you schedule CRM demos:
- Interview stakeholders and representative users
- Assemble the information from the interviews
- Validate requirements with stakeholders
- Define a short list of vendors
- Develop an evaluation or scoring method
- Prepare the vendor salesperson and sales engineer in a preparatory meeting by taking them through a ‘company insight’ slide deck about your business
Exception to the Rule
If your business is in an industry where a vendor has developed a CRM vertical that closely fits your business model, you may get away with an early CRM demo.
These cookie-cutter cases are few and far between. As such, take the necessary steps to properly prepare for a CRM demo — or bring in a third-party CRM consultant who can walk you through the process and save you valuable time, money, and energy.
