Make your demo call a “10/10 would recommend” experience!

As a customer, you should be getting the most out of ERP demo and discovery conversations. If this isn’t the case, try following these tips:

• Write a clear description of what your company does – and the role you play.
• Identify the number of people who will interact with the ERP system – and on which systems specifically.
• Clearly define your “system” process as it is today – why you’ve decided to implement this specific system, what’s working, what roadblocks you’re running into (think about if they’re technology or user related).
• Disclose if you’ve used certain systems in the past that didn’t work, and explain what didn’t work – and why it either stopped working, or wasn’t the right choice from the beginning. (Hint: identify the key limitations and features/functionality that actually matter to you).
• Ensure the right people on your team have reviewed this summary and added their own notes before sharing.

BonusPoints: share a workflow example/scenario that you want your Partner to walk-through during your demo. This will help ensure you see the system working the way you would intend to use it! In our experience, full transparency at the start leads to strong project scoping which results in a better implementation experience & an optimal system for your business.