STEP 01
Identify the businesses you already know
Describe the industries you serve, the workflows they need to improve and the services you already offer. Use that experience to choose which product to review first.
- Your activity and service region
- A specific need of a typical customer
- Services you provide to support the business
STEP 02
Match each need to its product
Review SRV Punto de Venta for checkout and commercial control; SRV Comercial for sales, purchasing and inventory workflows; and the SRV Nube product sheet to check its scope. Each product has its own focus: confirm the version and features during the conversation.
- Product and version to be demonstrated
- Workflow the demonstration should cover
- Features and dependencies to confirm
STEP 03
Clarify how to work with SRV
Ask about commercial terms, implementation and who handles each customer need. Request a proposal that specifies the scope and responsibilities before agreeing to join.
- Written commercial terms
- Implementation and support responsibilities
- Next step and participants in the conversation
Use examples and demonstration data to prepare a demo. Share confidential information only through the channels and with the access agreed for your project.