CSM Platform Vendor Demo Script Template

Author(s): Ben Dickie, Evan Destunis

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Create an organized and streamlined vendor demonstration process by clearly outlining your expectations for the demo. Use the demo as an opportunity to ensure that capabilities expressed by vendors are actually present within the considered solution.

Use this demonstration engagement as an opportunity to test drive a specific vendor. CSM is not just a plug and play technology; successful adoption and utilization of the solution will require an ongoing dialog and interaction with the solution's vendor. Ensure the vendor is up for the challenge by conducting an informal review of the timeliness, professionalism, and general demeanor of the vendor's workforce and processes.

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