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Software Demonstration Checklist

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, 49 KB) below or from the download page.

Download a free copy of the Software Demonstration Checklist - click here

For more software demonstration information visit: Vendor Software Demonstrations / 20 Top Tips for Attending Software Demonstrations / More software demo tips / How to Quickly Create a Software Demo Script
 

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