6. Solution Presentations

A checklist to get the most from your demo

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Since choosing a CSM platform is a cross-functional decision, it makes sense to break up the reviews into manageable chunks. Set up the following meetings with your team and use the table below to keep track of meeting notes and who should attend the meetings:

Meetings

Meetings

Management/End User Demo + Roadmap Review

This two-hour meeting is for the Head of Customer Success/Account Management, Head of Sales, and Pilot Sales Reps/CSMs/AMs to understand the business value of the platform and user experience.

Technical Architecture + Demo

Given the technical considerations we’ve discussed above, typically, customers review the platform in detail with IT, Business Operations, and the Data Team.

Executive Demo + Business Case Presentation

Our savviest customers tee up a quick (30–60 minutes) presentation for senior executives (CEO/GM, CFO/Head of Finance) to see the output of the system

Management/End User Demo + Roadmap Review

Description

This two-hour meeting is for the Head of Customer Success/Account Management, Head of Sales, and Pilot Sales Reps/CSMs/AMs to understand the business value of the platform and user experience.

Attendees

Agenda

Customer experience impact from the platform

Quick view of CSM/Sales Rep experience

Management experience and dashboards

“Day in the Life” of a user:

Look up information on a customer to prepare for a call

Manage workload and action items

Collaborate with others

Share information with clients

Have vendors demonstrate how best practices are built into the product and experience

Roadmap and vision

Write Meeting Notes Here

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`7. References`⁠
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6. Solution Presentations

👉 Next: 7. References⁠⁠

👉 Next:
`7. References`⁠
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