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Customer Service Knowledge Management Platform Demo Script

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When a shortlist of vendors has been created and it is time to have them demonstrate their Customer Service Knowledge Management (CSKM) platform, there is a need for a consistent demo process to directly compare features. Use this template to:

  • Lay out the course of the demo so that each vendor can demonstrate the same features – with room for showcasing unique elements as well.
  • Specify scenarios for vendors to demonstrate functionality.

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


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