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CRM Software Demonstration Script

Vendor Presentation/Demo Script Features

Demo Script Features for Choosing Software Accurately
 

 

 

 

 

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CRM Software System Demo Script

Obtaining accurate acquisition decision-making information from a customer relationship management (CRM) vendor software demonstration requires much more than simply investigating CRM software feature availability.  A comprehensive software demonstration script should be used to insure factors such as the following are addressed:

  • the IMPORTANCE of a CRM software feature relative to your organization's needs.
  • the RISK incurred by implementing the proposed CRM system, for each specific function as required.
  • the ADAPTABILITY of the software to changing business needs, preferrably through a demonstration.
  • the PRODUCTIVITY benefits of the proposed software.
Ideally, the demonstration script should require a CRM vendor to show how the proposed software will increase PRODUCTIVITY in some visual, measurable way.

Infotivity CRM software demonstration (demo) scripts save significant time and money by ensuring each demo is completed following the same format, forcing all customer relationship management software weaknesses to the surface.  Each demonstration is graded using consistent criteria, enabling truly quantitative comparisons.  Infotivity Demo-Scripts enable each member of your acquisition team to accurately assess and record, in real-time, how well the software being demonstrated meets their needs for Functionality, Productivity, Adaptability, and Risk.  Weighted Grade Scores are calulated for each your priorities.  Actual CRM software screen captures are shown below to illustrate how these demo scripts analyze software demonstrations:

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SAVE WEEKS, even MONTHS OF TIME by using hundredss of professionally written CRM software demonstration topics. No need to re-invent the wheel. View typical Demo Master Table of Contents.
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Assess Suitability CONSISTENTLY. Demo Masters enable users to assess level suitability and enter it in real-time during a CRM software demonstration.  View sample here.
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"APPLES-to-APPLES" COMPARISON of customer relationship management vendor software demonstrations is assured through extensive use of consistent evaluation standards and input validation. View a typical response help here.
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AUTOMATED WEIGHTED GRADE POINT SCORING quantitatively identifies how well SUITED each proposed CRM system is to your firm's business and system requirements, in detail or 3-D Bar Chart form. View sample analysis here.
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RADAR Chart Use CONCURRENT Radar Charting to COMPARE how well suited each proposed CRM software system is to your firm's business and system requirements compared to other competing products. View example analysis here.  (Time and Attendance presentation script shown)
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DETAILED PROCESS EVALUATION Accurately ANALYZE and COMPARE how well suited the demonstrated software system's sub-processes are to your firm's business and system requirements at the PROCEDURAL ;LEVEL. View sample analysis here.
EASILY CUSTOMIZED to meet your unique CRM system needs, using basic Excel techniques.
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  A Detailed List of:

CRM Software Demonstration Topics

  Hundreds of pre-defined CRM demonstration topic criteria help ensure each software demonstration follows the same sequence of tasks, making vendor demos easier to compare. All questions have been professionally prepared by application specialists.



 
  Assess the Inherent Risk

Software Level

  Unlike other CRM demo scripts, a Demo Master enables the user to record the level suitability in the system being demonstrated. This function utilizes standard evaluation metrics to cross-reference the complexity of a given task back to a safe suitable level.


 
  "Apples-to-Apples" Demo Evaluation

Consistent Evaluation Criteria

  Quickly and easily evaluate CRM software system demonstrations feature by feature, at the FUNCTIONALITY, PRODUCTIVITY, ADAPTABILITY, and RISK levels! Ensure unbiased, accurate, and consistent assessment of all CRM demos.



 
  Customizable Weighted Grade Scores.

  Automatically generate a weighted grade point score, based on your actual CRM priorities, that ranks how well suited each demonstrated CRM software system is to your organization's needs. You can view scores in detail as shown below.


  NEW - CRM RADAR CHARTS SECTION.

  NEW - CRM RADAR CHARTS for each vendor response that illustrate which customer relationship management system is best for your needs! You can view scores in detail as shown below.


  NEW - DETAILED CRM EVALUATION SECTION.

  NEW - Generate DETAILED CRM ANALYSIS REPORTS for each vendor customer relationship management response that illustrate which system is best for your needs! You can view scores in detail as shown below.


CRM System Demo Script
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Webutation

"The scenarios found in the demo script, along with Infotivity's help, led to the successful outcome of our ERP software selection project."
  - Diane H., Natural Cosmetics Mfr.


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