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.
Vendor contact name
Software version (being demonstrated)
Date / time / location (of demonstration)
Agenda items - covered? (Y/N)
1. Demo of each module
2. Work through demo scripts
3. Key questions
Meets key system requirements - in outline? (Y/N)
Fully integrated modules
Fully web enabled
Purchase order processing
Can support: ___ number of users
In house system
Sales order processing
Operating system: ___
Demonstration script - covered? (Y/N)
1. GL allocations
2. Invoice - order matching
3. Integration with CRM
Key questions - covered? (Y/N)
1. Implementation assistance?
2. Project time scales / feasibility?
3. Support / SLA?
4. Outline / typical project costs?
Use the software demonstration checklist above, or download a FREE copy (MS Word, 49 KB) below or from the download page.