Understanding the difficulties witnessed by the clients, many providers of CRM solution are offering the trial version for free. The trial versions offer an insight into the software and also throw light on the working of then different features.
When we talk about CRM demo, it means a practical form of demonstration of the functionality of the tool that a customer plans to buy or may deploy for boosting their business. It is advised that selecting a CRM software on the basis of pricing should be avoided in all circumstances.
It can be noticed that some of the service providers may offer a free version for a set timeframe for carrying out the trial version. There are few who would be offering a free version for a set time period or others may even demand for token fees before the software is offered for use.
Always ensure that you get all the features that best suit the functioning of your company. The CRM dealers usually have a set time period for the trial version of their software/tool. For instance, some provides a window of 30 days and few provide 15 days free trial period. It is suggested that one should use each and every feature multiple times to understand its working and also to find any possible loopholes in it. Even if you need to pay during the trial period, it is a better idea to spend on trial rather than spending on some poor software that does not prove fruitful for your business.
One important point to note is that the CRM demo is at best a demonstration and may not offer access to all the features and tools of the original software. So, when you zero down on particular software, it is essential you’re your team is offered a complete demo of all the features so that the functionality is not wasted in any way and also the purpose of buying the software is solved.
So, are you all set to foray into the CRM purchasing process, created an outline for your requirements and priorities in a tool apart from contacting the different vendors in the market? But, still confused about where to start from?
Everybody knows that sitting in a CRM demonstration can be a time consuming phenomena. Hence, it is always advised and better to select top 2-3 CRM product demo you want to see that best fits into your business requirements. It will also help you to carry out a detailed evaluation of the systems in an effective manner.
Here we will talk about the top tips that will help using time in an effective manner apart from e wisely using the resources when it comes to CRM demos.
- Always ask for a private demo
Many service providers/vendors may offer you a pre-recorded or group demo option, but it always better to opt for a private demo that has been specifically customized in accordance to your organization’s requirements. A private demo will let the sales personnel to take a close look at the features of their system that are most essential for the business.
- Link the software features to goals
It is possible that you may get easily wooed by the wide offerings made by the big players but at the same time, it is very important to stay completely focused on the main goals of your organization. It gains importance as these features will be used by you on a regular basis. It is a good idea to have a complete list of regular tasks that you are presently engaged in and ask the vendors questions related to it.
- Take proper and good notes
Although this being a basic point but still assumes great importance. Just viewing the demos of 2-3 CRMs can create confusion and may negatively impact the final decision. It is good to take notes of the features which you liked and the ones you did not find attractive. Also, a CRM demo should be attended by more than one person so that it helps later discussing the problem areas.
These useful, handy tips will help you to successfully venture into the CRM world. With these useful points in mind, you will have a direction and purpose of viewing the CRM demos.