Choosing the right CRM out of the available options in the market is quite difficult. Therefore, going for a CRM demo before you decide becomes essential.
So, if you are struggling to select the right CRM solution for your business, consider the initial step i.e. availing of a CRM Demo. This can let you know whether the potential CRM will address your business challenges and align with your business needs or not.
Now, you might be thinking, - Do I really need CRM or when is the right time to upgrade my current system with a CRM solution?
So, the answer is very simple. If your customer count is continuously increasing, managing them manually may result in disorganized data, compromised sales process, poor customer relationships, lack of data-driven decision-making, etc.
Thus, adopting CRM is an hourly need. Here, choosing the CRM addressing your business needs can make a difference. To ensure the right selection for the CRM system, you need to go through an online CRM demo.
Here is an in-depth overview of why a CRM demo is essential before you buy it and how it can help you maximize your CRM investment.
Know essential features
Taking a CRM demo can help you understand the functional capability that the potential vendor is offering. With this, it can help you understand whether their system will help you address your unique business needs.
When it comes to the LionO360 CRM demo, you can explore all the feature offerings we provide and how they can help you support your growing business needs. For instance, here are a few of the vital functional capabilities of our LionO360 CRM:
- AI-based lead scoring/opportunity scoring feature that helps you understand your lead quality. Based on this, you can prioritize those quality leads and prevent them from being diverted toward your competitors.
- With Custom tags, you can optimize your sales pipeline and stimulate your conversions.
- You can even automate your marketing and sales activities, saving time and promoting efficiency.
- Using cases & help desk functionality, you can instantly respond to your customer base, generate tickets, and ensure timely customer resolution.
- The LionO360 system can easily be integrated with your existing tools, or applications ensuring streamlined processes across your organization.
Personalized to your business needs
It is important to understand how CRM can help you manage your unique business needs and address associated challenges. Whether the system can help you streamline your customer/team communication, automate workflows, and ensure quick support to your customers.
Moreover, whether their system can help with real-time reports & analytics, and user-personalized dashboards for informed decision-making.
Identify potential challenges
Taking an online CRM demo can help you understand the potential challenges before you finally commit to your CRM vendor. For example, whether the system has integration capability with your existing or third-party solutions.
Will they offer end-user training and post-implementation support? This can enable you to confidently decide while investing in CRM.
Assess system’s user-friendliness
Seamless user adoption is essential to maximize your CRM investment. Through CRM Demo, you can understand whether the interface is easily accessible, comes with seamless navigation, and easy-to-use functionality.
This will give you an idea of how quickly your workforce can adopt the newly implemented system and whether they will provide sufficient user training.
Know the support & service model
During your CRM demo session, you will get an opportunity to evaluate the quality of the vendor’s support and services. It is important that the vendor can provide life-long support and quickly respond to customer service. This will ensure CRM success in the long run with the CRM platform you choose.
Schedule LionO360 CRM Demo to Maximize Your CRM Invesment!
At LionOBytes, we provide a customized CRM demo. For that, prior to the CRM demo, we understand your business needs first. Knowing your intent, process enhancements, and growing business needs, we introduce our core functions and how they can help you improve your processes.
During our free CRM demo, you can understand how our system can help you stimulate your lead/opportunity pipeline management and how customer reports can support real-time decision-making.
We help you understand how LionO360 CRM can be integrated with accounting solutions such as QuickBooks or your own financial module or reconciliation solution.
We offer insights on how LionO360 CRM can be customized as per your specific business needs and can support both your ongoing and growing business needs.
To get insights on your customized CRM solution, book a free CRM demo with LionOBytes.
Frequently Asked Questions
What should I prepare before a CRM demo?
Before going for an online CRM demo, evaluate your business needs, challenges, and workflows that you want a CRM to address. Come up with a list of questions related to customizability, integration capability, and user-friendliness of the CRM system.
Also, ask for the total cost of ownership along with the per-user license, helping to stick with your budget and expand user licensing needs accordingly as your business grows.
What questions should I ask during a CRM demo?
You need to ask the following questions during the CRM software demo:
- Whether the vendor provides a customization facility to meet your customized business needs.
- Integration capability with existing system or third-party tools.
- Whether the system ensures data security and industry regulations.
- Is the CRM system user-friendly and easily adaptable?
- Don't forget to ask the total cost of ownership.
- What level of training and customer support does the vendor provide?
- Whether the system is capable of scale as business expands.
Getting answers to all the above questions can help you make the right decision before buying CRM.
Can I request a customized CRM demo for my business needs?
Yes, you can request a customized CRM demo designed to address your specific business needs. At LionOBytes, first, we understand your core business needs, expansion plans, ongoing challenges, and budget. Based on this information, we provide a personalized LionO360 CRM Demo.
Also Read:
Choosing the Right CRM Platform: Factors to Consider for Your Business
