So, you’ve convinced the big executives and key decision makers that your business needs new or upgraded ERP software. You’ve constructed a project team full of all stars, set out your goals and documented your system. Basically, your business knows exactly what its processes should look like on the other side of implementation. But how do you know which ERP software vendor will get you to that point? That part lies in the judicious selection of your ERP vendor and platform and the ERP software demo will be crucial to that decision.

Practice Vendor Restraint:

 It’s easy to be won over by all the sales pitches of different software vendors and get excited about an endless number of systems. After all, it’s the salesperson’s job to differentiate their product and get potential clients excited about what they can offer. However, if your list of potential vendors you’re getting a demo with is way too long, you’ll actually be doing your business a disservice. Your project team won’t be able to dedicate the necessary time and attention to every demo and will end up bogged down in sales speak and missing important details and functions or forgetting to ask questions that you need the answers to. Next thing you know; you end up signing on the dotted line for software that isn’t really built for your business, just the one with the flashiest demo.

Get Vendors On-Site:  

If it is feasible, try and get as many of the potential ERP vendors on your (curated) shortlist on site. That way they will be able to meet with your decision makers and implementation project team, and really grasp the bigger picture of what you need out of the ERP project. This is especially important if you are a manufacturing vendors can get a look at your shop floor. Your implementation partner will be able to see your business processes in action, get a view of the current technology you are using, and then be able to align their demo closer to your business.

Construct an Agenda for Every Demo: 

Your demo agenda should be clearly defined and communicated to each vendor before they ever step foot on site. If the software company doesn’t know everything you’ll need to do with ERP, they won’t be able to build a satisfactory demo. Their platform may have the exact tools you need, but if you don’t ask the vendor to showcase them, you’ll never know. It’s also important that you schedule time into your vendor visits outside of the cookie-cutter, scripted demo that every business gets.  If you have specific questions that need to be answered that won’t necessarily be addressed in the vendor spiel, make sure you have someone ready to ask them at the end. While the vendor may be responsible for the ERP software demo, your business should be in total control of the session including what gets shown, asked and hashed out over your meeting.

Practice Consistency: 

This is especially important when you are shopping several different types of ERP platforms. Make sure you are taking the same agenda template into every meeting and ERP software demo that you have if you don’t communicate the same needs to every vendor, you can’t expect consistency in your demos. You should be asking the same questions each time differentiating the platforms for yourself and seeing where one suite may fit your business better than another. Enforcing consistency in your ERP software demos will allow your business to make the direct comparisons necessary to deciding on the best ERP for the organization.

Set Up Any Necessary Conference Calls & Video Sharing: 

If there be will a key implementation team member not present in the office, make sure there will be a way for them to call in, view and contribute to the ERP software demo. Just because they are out of sight does not mean they should be out of mind. All the decision makers should be present for every demo and vendor meeting not just the actual ‘demo’ part or the questions afterward. The whole session should be a calendar priority. The implementation process is already lengthy you don’t want to make it take even more time by having to repeat certain sections of a demo for someone who had to come in late, or fielding extra questions over email between your potential vendor and team members who couldn’t make the meetings.

Assign Your Demo Expert:

Aside from a well-assembled project team that contains members involved in every aspect of your business, you’ll also need a specialized ‘demo expert’. This expert will be an employee that will be responsible for all note-taking, conference recording, keeping meetings on agenda and making sure everyone of the project is fully informed and involved. They should also consider the need for potential follow-up sessions with the ERP vendor and schedule them accordingly. By holding someone accountable for all the essential components of your demo, you’ll be fully prepared to get the most out of each session.


When scheduling your demos and follow-up meetings, make sure your expert sets aside some extra time at the end of every session for any extra questions or discussion that needs to take to place. If you don’t need end up needing that time, everyone can just continue on about their work. After all, you’d rather have too much time to discuss this incredibly important decision than have to be scrambling to get everyone together for a consensus when someone has to run off to another meeting. Decisions made under pressure won’t always be made with the most level of heads.