To make the most of a CRM demo:

• Define your business needs and key pain points beforehand
• Create a checklist of must-have features
• Ask questions during the demo to clarify how the CRM handles your specific use cases
• Compare multiple demos to see which one offers the best value, scalability, and support

During a CRM demo, focus on:

• Ease of navigation and user experience
• Customization options for workflows, dashboards, and reports
• Automation capabilities (e.g., lead scoring, follow-ups)
• Integration support with tools like email, marketing platforms, and ERP systems
• Reporting and analytics features
• Mobile accessibility and security features

Preparation is key to a productive demo:

• Identify your business goals and challenges
• Schedule the demo with the right person
• Ensure you have access to any data or workflows you want to test

• Don't skip preparation – Know your audience and the CRM features they care about.
• Don't show every single feature – Focus on what's relevant to the user's needs.
• Don't ignore questions – Answer them or note them down to follow up later.
• Don't rush through the demo – Take your time to explain key points.
• Don't make it all about the product – Show how it solves real problems for the user.