Choosing a CRM · ASRR Tech
How do you prepare for a CRM demo?
Bring a normal enquiry, a difficult handover and an exception. Ask the vendor to demonstrate those situations using roles resembling your team.
A practical example
An enquiry arrives while the usual adviser is absent.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Choose three records.
- Record current problems.
- Agree demonstration criteria.
What does success look like?
You know what works and what still requires configuration.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Choosing a CRM: the wider process
Choose a CRM around the work your team performs each day. Take a real enquiry and follow it through to the next appointment or quotation. Record missing information, handovers and exceptions. Use that journey as the same demonstration script for different vendors. Ask each vendor to show the configuration, integrations and support it requires. Assess the complete workflow, including manual work that remains. A feature becomes useful when an employee can use it to carry out the process you have agreed.