Demo Scripts – What do you want to see?

So we are in the process of writing all of the demo scripts right now for the new image. I realize that everybody probably comes at their demos and demo scripts differently.

I personally prefer to do scenarios. So  we have started off with a brief overview and then go into the following scenarios:

  1. Marketing Manager

  2. Sales Person / Sales Manager

  3. Customer Service Representative / CSR Manager

  4. Executives

  5. IT / Customization

What do you want to see in the demos? Anything you highlight? Did we miss some scenarios? Leave a comment. I want to know what works and doesn’t work for you in demos. Lets see some demo tips we can work into the script.

Comments (6)

  1. Shai says:

    To demo E-Mail to case ,  I got requests several times.



  2. Al. says:

    MSCRM Mobile.

    Sales forecasting.

  3. Larry Lentz [CRM MVP] says:

    I have a prospect that is a heating/AC service company. I’d like to demo Service to them. Especially service scheduling. He also networks alot so need to include that aspect as well.

  4. Frank says:

    Document management, Office integration, Mail Merge, Sharepoint integration

  5. Bjorn says:

    Email to case. Service module with resource scheduling. This would be greatly appreciated 🙂

  6. Tim Melton says:

    I think it is important to point out how the system can nag you to do tasks just like your mother-in-law!

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