Article

Tips for a Successful Odoo ERP Demo

Written by Gaurav Kumar

Topic: Business ConsultingPublished December 1, 2021
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How to Prepare for Odoo ERP Demo So, you’ve satisfiedthe large executives and key decision-makers that your enterprisewants new or upgraded ERP software. You’ve constructed a projectcrewfilled with all stars, set out your objectives and documented your system. Basically, your enterpriseis aware ofexactly what its processes shouldappear to be on the oppositeaspect of implementation. But how are you aware which Odoo ERP service provider will get you to that point? That half lies in theconsideredselection of your ERP vendor and platform—and the Odoo ERP demo can beessential to that decision. After you’ve stuffed out the shape to the correct to get our free ERP selectionguide 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 canensure you’re getting probably the mostdata and worth out of each Odoo ERP Demo, so that you’ll relaxstraightforwardfiguring out you invested in one of the bestaccessible ERP solutions for your enterprise.

Practice Vendor Restraint

It’s straightforward to be won over by all of thesales pitches of various ERP softwarevendors and get enthusiastic about a countlessvariety oftechniques. After all, it’s the salesperson’s job to distinguish their product and get potential shoppersenthusiastic about what they'llsupply. However, in case yourlisting of potential distributors you’re getting a demo with is means too lengthy, you’ll really be doing your online business a disservice. Your missioncrewreceived’t have the ability to dedicate the mandatory time and a spotlightto each demo and canfind yourselfslowed down in gross salesconverse, lackingessentialparticulars or forgetting to ask vital questions. Next factoryou realize, you find yourself signing on the dotted line for a software program that isn’t actuallyconstructed for your online business, simply the one with the flashiest Odoo ERP Demo.

Get Vendors On Site

If it'spossible, attempt to get the potential ERP distributorson your shortlist on site. That meansthey'llhave the ability to meet along with yourdecision makers and implementation projectteam and actually grasp the largerpicture of what you need out of the ERP project. This is particularlyvitalif you're a manufacturer—vendors can get a have a look at your shopfloor. Your implementation associate will be capable of see your enterprise processes in action, get a view of the currenttechnologyyou'reutilizingafter whichhave 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 programfirm doesn’t know every little thing you’ll have to do with ERP, they won’t have the ability toconstruct a satisfactory demo. Their platform might have the precisetools you need, butshould you don’t ask the seller to showcase them, you will never know. It’s additionallyessentialthat you schedule time for your ERP service provider visits outside of the cookie-cutter, scripted demo that everyenterprisewill get. If you may haveparticular questions that wantto be answered that won’t essentially be addressed within the vendor spiel, ensure you have somebodyable to ask them at thefinish. While the sellercould also beaccountable for the ERP software demo, your enterprisemust be in totalcontrol of the session—together with what will getshown, requested and hashed out over your meeting.

Practice Consistency

This is particularlyessentialwhen you'rebuyinga number ofseveral types of ERP platforms. Make sureyou're takingthe same agenda template into eachassembly and ERP solutions demo that you'veshould you don’t communicatethe samewantto 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 mightmatchyour enterprisebetter than another. Enforcing consistency in your Odoo ERP solutions demos will permityour enterprise to make the direct comparisons essential todetermine 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 ofthey're out of sight doesn'timplythey need to be out of thoughts. All the choice makers must becurrent for eachdemo 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 toare 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 conce ed in eachaspect of your enterprise, you’ll additionallyhave to put somebodyin control of managing demos. This workerwill beaccountable for taking notes, recording conferences, maintainingconferences on the agenda and ensuringeverybody on the mission is absolutelyknowledgeable and conce ed. They must alsothink aboutthe necessity for potential follow-up periods with the ERP service provider and schedule demo expert accordingly. By holding somebody accountable for all the mandatoryelements of your demo, you will be absolutelyready to get probably the most out of every session.

Allot Time for Final Questions

When scheduling your demos and follow-up meetings, ensure your expertunitsapart some further time at thefinishof each session for further questions or discussions that have totake place. If you do not find yourself needing that time, everybody can simplyproceed on about their work. After all, you’d rather have too much time to debate this extremelyessentialresolution than scramble to get everybodycollectively for a consensus when somebody has to run off to a differentmeeting. Decisions made beneathstresswon’t at all times be made with probably the mostlevel of heads.

Wrap Up

If you need assistance with your individual ERP implementation or need a neutraladvisorthat mayassist you tominimize all the vendor’s gross salesdiscussion, 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 clientsbyeach stage of their implementations. Once the implementation is finished, we proceed to offer support, upgrades and otherservices. We also canconnect Oodo India with an array of techniquesusing Unity, our premier integration software. Make sureyou are leveraging the very best ERP solution to handle your business. Contact Apagenright now to get beganin your ERP vendor selection and implementation!

Article author

About the Author

Business solution-centric Odoo Consultant and IT professional with about 11+ years of experience spanning Odoo delivery, Sales, pre-sales, Odoo product development, Odoo business consulting, outsourcing & ADM services in leadership positions.

  • Has headed Practices for Enterprise Solutions ( SAP, Baan & Odoo )
  • Experience across domains likeSales and Marketing, Logistics, Manufacturing, Retail, Chemical, Automotive maped to Odoo
  • Extensive experience in large program delivery & business process transformation consulting (Odoo Consultant) for multiple programs
  • Demonstrated experience in designing new product & service offerings and executing global Go-To-Market strategies for new offerings for new market penetration
  • Proven leadership skills with balanced focus on people, processes & technology
  • Pioneered the use of ERP systems in various Processing Industry
  • Worked as Process Heads of Marketing, Sales, Purchase, HR, ERP Project deliveries and also worked as Business Heads for many companies like IBM, JKT, Denave India, FCS and presently at Apagen

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