Lead Management Automation Vendor Demonstration Script


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Allowing vendors to run the demonstration without your guidance will only highlight their strengths. This template provides specific use cases and features that a vendor should demonstrate to ensure all requirements are met. Use this script during vendor demonstrations to direct the demonstration towards the features that are important to your organization.

The template is prebuilt with seven common scenarios to leverage:

  • Platform Integration
  • Campaign Setup
  • Email, Landing Page, and Form Creation
  • Lead Scoring and Segmentation
  • Reporting and Analytics
  • Mobile Access
  • Administrative Controls and Setup

Vendor demonstrations are essential in order to evaluate LMA user experiences. Make sure you control the demonstration, and ensure the platform can deliver on all essential requirements.

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