Purpose of ERP Demos
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Evaluation: Help businesses assess whether the ERP software fits their requirements.
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Understanding Features: Demonstrate the features and capabilities of the software.
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Usability: Provide a hands-on experience to understand the user interface and ease of use.
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Customization: Show how the software can be tailored to specific business processes.
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Decision Making: Aid in making an informed decision about purchasing the software.
Types of ERP Demos
Live Demos:
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Conducted in real-time, usually via web conferencing tools.
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Allows for interaction and questions from the potential customer.
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Can be tailored to focus on specific features of interest.
Pre-Recorded Demos:​
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Recorded videos highlighting key features and functionalities.
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Can be accessed at any time, offering flexibility.
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Often used for initial screenings before requesting a live demo.
Interactive Demos:
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Hands-on trials where users can explore the software themselves.
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May include guided tutorials or sandbox environments.
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Useful for understanding the software's usability and interface.
Customized Demos:​
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Tailored to the specific needs and processes of the prospective customer.
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Demonstrate how the ERP system can handle unique business requirements.
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Often follows an initial consultation or needs assessment.
Key Elements of ERP Demos
Overview of the Software
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Introduction to the ERP system, its modules, and overall capabilities.
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Explanation of how it integrates with other systems.
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Feature Demonstration
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In-depth look at core functionalities like financial management, supply chain management, human resources, customer relationship management, etc.
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Real-world examples of how features can be used.
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Customization and Flexibility
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Show how the software can be customized to fit specific business processes.
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Examples of configuration options and scalability.
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User Interface and Experience
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Demonstrate the ease of navigation and user-friendliness.
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Highlight the look and feel of the dashboard and reports.
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Integration Capabilities
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Discuss integration with existing systems (e.g., CRM, eCommerce platforms).
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Show examples of data synchronization and interoperability.
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Security and Compliance
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Outline the security features and compliance with industry standards.
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Explain data protection measures and user access controls.
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Support and Training
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Information on customer support, training resources, and onboarding process.
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Examples of available documentation and help resources.
Tips for Evaluating ERP Software Demos
Prepare Questions
Have a list of specific questions and scenarios you want the demo to address.
Focus on Usability
Pay attention to how intuitive and user-friendly the software is.
Consider Integration
Ensure the ERP can integrate smoothly with your existing systems.
Involve Key Stakeholders
Include representatives from different departments to get a comprehensive evaluation.
Assess Customization Options
Evaluate how well the software can be tailored to your unique needs.
Evaluate Support and Training
Look for strong support and comprehensive training options.
ERP trials are test periods where organizations can evaluate ERP software before committing to a full purchase or subscription.
Here’s a detailed overview of ERP trials:
Purpose of ERP Trials
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Assessment of Fit: Determine how well the ERP system meets the organization’s specific needs and workflows.
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Evaluation of Features: Test the functionalities and modules offered by the ERP software, such as finance, HR, inventory management, and CRM.
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Usability Testing: Assess the user interface and user experience to ensure it’s intuitive for the organization’s employees.
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Performance Metrics: Check the system’s speed, reliability, and scalability under actual working conditions.
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Integration Capabilities: Test how well the ERP integrates with existing software and systems.
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Support and Resources: Evaluate the quality of customer support, documentation, and training materials provided by the ERP vendor.