Customer Relationship Management Suite Vendor Demonstration Script


RETIRED CONTENT

Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.

Get Access

Get Instant Access
To unlock the full content, please fill out our simple form and receive instant access.

When a shortlist of vendors has been created and it is time to have them demonstrate their CRM suite, there is a need for a consistent demo process to directly compare features. Use this demonstration script to:

  • Lay out the course of the demo so that each vendor can demonstrate the same features – with an opportunity for showcasing unique elements available as well.
  • Specify scenarios for vendors to demonstrate functionality (e.g. for case management and ticketing, social media integration, and multi-channel queuing).

A standard demonstration will simplify the process of selecting a CRM suite, and ensure you get all of the needed information from vendors in order to make the best selection for your organization.

Related Content

GET HELP Contact Us
×
VL Methodology