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Demo scripts

  • 1.  Demo scripts

    Posted 01-08-2020 01:10 PM
    Might anyone have a demo script they used for vendors pitching a new CRM/ERP either specifically for Advancement or that included Advancement functionality?

    We just found out our consultants had one for every area except Advancement.

    Thanks in advance!



    Julie Domel | Assistant Director of Advancement Services  -
    Reporting, Data Analysis, & Special Projects
    Alumni Relations & Development Division | 323 Stadium Drive
    Trinity University | One Trinity Place | San Antonio, TX 78212 | office: (210) 999-8057 | fax: (210) 999-8489

  • 2.  RE: Demo scripts

    Posted 01-08-2020 01:24 PM
    We develop custom demo scripts for each client. Demo time is very valuable, and our goal is to ensure that vendors show our client organizations the areas that are most important to them. Many vendors will even take in client data and do some basic configuration to show off how their system can meet the needs, but you have to point them to which aspects of the system matter most. 

    Demo scripts should get down to the details. Having issues with householding in your current system? Have the demo walk through creating households, adding them, breaking them apart, and how recognition levels follow or don't follow along. Struggling with a complex segmentation? Ask to see how to build it. This is your chance to see not just what the system can do, but whether the process makes sense to you, and addresses the problems you have today.

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151

    Schedule a 30-minute consultation now: