A checklist to help ensure you cover everything you need to when attending a software demonstration
For illustration purposes, sample data has been included for attendees of accounting software demonstrations. The checklist is available in MS Word - so it is easy to amend for other software such as CRM, HR, Payroll or ERP.
Basic information
Vendor contact name
Vendor name
Contact telephone
Software name
Contact email
Software version (being demonstrated)
Date / time / location (of demonstration)
Other attendees
Agenda items - covered? (Y/N)
1. Demo of each module
4.
2. Work through demo scripts
5.
3. Key questions
6.
Meets key system requirements - in outline? (Y/N)
General ledger
Fully integrated modules
Accounts payable
Fully web enabled
Purchase order processing
Can support: ___ number of users
Accounts receivable
In house system
Sales order processing
Database: ___
Fixed assets
Operating system: ___
Budgets
Demonstration script - covered? (Y/N)
1. GL allocations
4.
2. Invoice - order matching
5.
3. Integration with CRM
6.
Key questions - covered? (Y/N)
1. Implementation assistance?
5.
2. Project time scales / feasibility?
6.
3. Support / SLA?
7.
4. Outline / typical project costs?
8.
Use the software demonstration checklist above, or download a FREE copy (MS Word, 50KB) below or from the download page.
