Tips for a Successful Odoo ERP Demo

How to Prepare for Odoo ERP Demo

So, you’ve satisfied the large executives and key decision-makers that your enterprise wants new or upgraded ERP software. You’ve constructed a project crew filled with all stars, set out your objectives and documented your system. Basically, your enterprise is aware of exactly what its processes should appear to be on the opposite aspect of implementation. But how are you aware which Odoo ERP service provider will get you to that point? That half lies in the considered selection of your ERP vendor and platform—and the Odoo ERP demo can be essential to that decision.

After you’ve stuffed out the shape to the correct to get our free ERP selection guide and determined which distributors you wish to meet with, you’ll have to schedule a complete host of Odoo ERP Demo conferences. Here’s how one can ensure you’re getting probably the most data and worth out of each Odoo ERP Demo, so that you’ll relax straightforward figuring out you invested in one of the best accessible ERP solutions for your enterprise.

Practice Vendor Restraint

It’s straightforward to be won over by all of the sales pitches of various ERP software vendors and get enthusiastic about a countless variety of techniques. After all, it’s the salesperson’s job to distinguish their product and get potential shoppers enthusiastic about what they’ll supply. However, in case your listing of potential distributors you’re getting a demo with is means too lengthy, you’ll really be doing your online business a disservice. Your mission crew received’t have the ability to dedicate the mandatory time and a spotlight to each demo and can find yourself slowed down in gross sales converse, lacking essential particulars or forgetting to ask vital questions. Next factor you realize, you find yourself signing on the dotted line for a software program that isn’t actually constructed for your online business, simply the one with the flashiest Odoo ERP Demo.

Get Vendors On Site

If it’s possible, attempt to get the potential ERP distributors on your shortlist on site. That means they’ll have the ability to meet along with your decision makers and implementation project team and actually grasp the larger picture of what you need out of the ERP project. This is particularly vital if you’re a manufacturer—vendors can get a have a look at your shop floor. Your implementation associate will be capable of see your enterprise processes in action, get a view of the current technology you’re utilizing after which have the ability to align their demo nearer to your enterprise.

Construct an Agenda for Every Demo

Your demo agenda must be clearly outlined and communicated to every vendor earlier than they ever step foot on website. If the software program firm doesn’t know every little thing you’ll have to do with ERP, they won’t have the ability to construct a satisfactory demo. Their platform might have the precise tools you need, but should you don’t ask the seller to showcase them, you will never know. It’s additionally essential that you schedule time for your ERP service provider visits outside of the cookie-cutter, scripted demo that every enterprise will get. If you may have particular questions that want to be answered that won’t essentially be addressed within the vendor spiel, ensure you have somebody able to ask them at the finish. While the seller could also be accountable for the ERP software demo, your enterprise must be in total control of the session—together with what will get shown, requested and hashed out over your meeting.

Practice Consistency

This is particularly essential when you’re buying a number of several types of ERP platforms. Make sure you’re taking the same agenda template into each assembly and ERP solutions demo that you’ve—should you don’t communicate the same want to each vendor, you can’t anticipate consistency in your demos. You must be asking the same questions every time, differentiating the platforms for yourself and seeing where one suite might match your enterprise better than another. Enforcing consistency in your Odoo ERP solutions demos will permit your enterprise to make the direct comparisons essential to determine on the perfect ERP for the organization.

Set Up Any Necessary Conference Calls & Video Meetings

If there can be a key implementation crew member absent from the workplace, ensure there can be a means for that particular person to name in, view and contribute to the ERP software demo. Just as a result of they’re out of sight doesn’t imply they need to be out of thoughts. All the choice makers must be current for each demo and vendor assembly. The complete session must be a calendar priority. The implementation process is already lengthy—you don’t wish to make it take even longer by having to repeat sure sections of a demo for somebody who needed to are available in late, or fielding further questions over email between your potential vendor and crew members who couldn’t make the meetings.

Assign Your Demo Expert

Aside from a well-assembled project team that accommodates members concerned in each aspect of your enterprise, you’ll additionally have to put somebody in control of managing demos. This worker will be accountable for taking notes, recording conferences, maintaining conferences on the agenda and ensuring everybody on the mission is absolutely knowledgeable and concerned. They must also think about the necessity for potential follow-up periods with the ERP service provider and schedule demo expert accordingly. By holding somebody accountable for all the mandatory elements of your demo, you will be absolutely ready to get probably the most out of every session.

Allot Time for Final Questions

When scheduling your demos and follow-up meetings, ensure your expert units apart some further time at the finish of each session for further questions or discussions that have to take place. If you do not find yourself needing that time, everybody can simply proceed on about their work. After all, you’d rather have too much time to debate this extremely essential resolution than scramble to get everybody collectively for a consensus when somebody has to run off to a different meeting. Decisions made beneath stress won’t at all times be made with probably the most level of heads.

Wrap Up

If you need assistance with your individual ERP implementation or need a neutral advisor that may assist you to minimize all the vendor’s gross sales discussion, get in contact with a knowledgeable at Apagen at present! We’re an Odoo Service provider with over 10 years of expertise in offering ERP, CRM and eCommerce solutions. Our consultants are dedicated to guiding manufacturing and distribution clients by each stage of their implementations. Once the implementation is finished, we proceed to offer support, upgrades and other services. We also can connect Oodo India with an array of techniques using Unity, our premier integration software.

Make sure you are leveraging the very best ERP solution to handle your business. Contact Apagen right now to get began in your ERP vendor selection and implementation!