This Demonstration script has been designed to provide a scenario-based demonstration of Sage CRM as it would be used on a daily basis across a number of customer-facing roles. Each section is accompanied by supporting narrative as well as a detailed walk-through of the area being discussed.

This product demonstration script is not intended to be prescriptive. It should provide Sage business partners and direct sales teams with an introduction to presenting the Sage CRM product effectively across core functionality and product capabilities. We recommend that sales staff take some time in advance of the product demonstration to understand the particular requirements of the prospect organisation and then decide which areas should be highlighted that address a business’ specific needs.

Last updated August 2018