Questions to ask during a software demo

Attending demos calls is part of the software buying process. And one of the worst things you can do is show up unprepared. Below are some questions to ask during a software demo to really get to know the product and reach a decision faster.

Software features and tools

• What are the main features of the software?
• Can you show me how [specific feature] works?
• Are there any new features you’re working on?
• What parts of the software can we customize?
• What kind of integrations does the system allow?
• How easy are the workflows to set up and configure?
• What kind of learning curve is there?
• Are there pre-built integrations, or is customization required?
• Does the software sync well with other systems?
• Do you have any upcoming updates or new features coming out?
• How often do you release new updates and how do we find out about them?
• Do you have a feedback system for us to provide suggestions or make requests?

Data management and storage

• What precautions do you take to protect our data?
• How often is the data backed up?
• Can we import historical data into the system and if so, how long does it take?
• Do you charge extra for data migration or is that included with implementation?

Technical support

• What does the implementation process involve?
• How much support do you provide during implementation and onboarding?
• What customer support do you provide once we go live?
• Is there a dedicated account manager or support team?
• Do you provide support resources (forums, manuals, tutorials, etc.)?

Pricing and contract terms

• How do you determine the software price?
• What different plans or tiers do you offer?
• Are there any additional fees on top of the software cost?
• Can you provide a breakdown of costs based on our usage and requirements?
• Do you charge any maintenance fees?
• Do you have a refund policy?
• What is your termination policy? Are there any early cancellation fees?

From this question list, pick the ones that are most important to your team. Ask those top questions as early as possible during the software demo. That way, you’ll know up front whether the provider has what you’re looking for. Taking this approach will not only help you speed up the buying process, but it will also save the sales rep time—a win for everyone involved.