STEP 01
Understand the customer's context
Before opening the system, ask how the business operates and which task needs attention. Choose a workflow related to that need and use demonstration data.
- Industry and business operation
- The need behind the inquiry
- Participants and main questions
STEP 02
Show a complete workflow
Show a task from start to finish and explain what the user needs at each step. Connect verified features to the operation; record questions that require scope or availability confirmation.
- Scenario prepared with demonstration data
- Features verified in the version presented
- Questions and requirements to confirm
STEP 03
Define the next step
After the demonstration, assess whether the product fits and what is needed to prepare a proposal. Agree on the next steps with the customer and confirm the applicable product and channel terms with SRV.
- Needs covered and outstanding items
- Launch requirements
- Next conversation and responsibilities
Use examples and demonstration data to prepare a demo. Share confidential information only through the channels and with the access agreed for your project.