ThinkCap Advisors

 

 A CRM demo offers a valuable opportunity to scrutinize the software's capabilities and its suitability for your business needs. As a CRM consulting services firm, we highly recommend leveraging this opportunity to assess both the product fit and the capabilities of the personnel who will be involved in the project. Remember, investing time wisely during the demo stage will ensure the selection of the right CRM software, ultimately leading to a successful CRM implementation.

Introduction A CRM demo stands as one of the pivotal steps in evaluating CRM software, yet it often proves to be the most time-consuming. During the CRM software evaluation process, companies typically narrow down their choices and engage in demos with multiple vendors, sometimes even undergoing multiple rounds. However, many of these demos tend to be generic, with demonstrators primarily showcasing the breadth of the product. This approach often leads to overselling and neglects to address specific requirements or provide solutions to pain points. Moreover, there is absence of discussions regarding process improvements, workflow capabilities, system integration, and data migration. Drawing from our extensive experience as a CRM consulting firm, we've come to understand that these aspects are critical factors that can either make or break a CRM initiative. This article can act as a guide, dwelling on points on what to look for in a CRM demo, ensuring you make an informed choice, t...