Demo ke Dauran CRM Software Walon se Asli aur Mushkil Sawaal Kya Poochne Chahiye?

Language: Hinglish. Yeh guide English mein padhne ke liye: Don’t Buy a CRM Just by Watching a Demo: Test Your Real Business Tasks

Short answer: CRM demo vendor ki presentation nahi, aapka test hona chahiye. Demo apni requirement sheet par karwaayein, apne team member ko saath bithaayein, aur 5 cheezon par mushkil sawaal poochhein: leads, mobile use, data, total kharcha aur support. Jo vendor in sawaalon par ghabraaye, wahan ruk jaayein.

Pichhle article mein aapne team ki real requirements likhi. Ab woh sheet lekar demo mein jaayiye. Yeh rahe woh sawaal jo zyadatar log poochhna bhool jaate hain.

CRM demo se pehle 3 taiyaari

1. Requirement sheet vendor ko pehle bhej dein.
2. Apne 5–10 asli leads ka sample (naam badal kar) saath rakhein.
3. Ek telecaller ya salesman ko demo mein saath bithaayein.

CRM demo mein 15 mushkil sawaal

Leads aur integrations

• IndiaMART aur TradeIndia ki ek lead abhi live sync karke dikhaiye.
• Website form aur Facebook lead kitni der mein CRM mein aati hai?
• Lead apne aap kis rule se salesman ko assign hoti hai?

Mobile aur roz ka kaam

• Salesman mobile se call karke follow-up kaise set karega? Mere staff se karwaaiye.
• Internet kamzor ho toh app kaise chalega?
• WhatsApp par quotation ya brochure CRM se kaise jaayega? Official WhatsApp API hai ya personal number?

Data

• Mera purana Excel data kaun daalega, aur kitne din mein?
• Agar main CRM chhodna chahun, toh apna poora data Excel mein nikaal sakta hoon?
• Data kahan store hota hai, aur backup kaise hota hai?

Kharcha

• Meri team ke size par 2 saal ka total kharcha kitna hoga, sab milakar?
• Kaunse features extra charge par hain?
• Price har saal kitna badhta hai?

Support aur training

• Training kaun dega, office aakar ya online, kitne din?
• Problem aane par kisko call karun? Uska naam aur number?
• Mere jaise industry ke 2 clients ka contact dijiye.

Red flags

• Live dikhane ke bajaye slides dikhana.
• “Woh next version mein aa raha hai.”
• Total kharcha likh kar dene se mana karna.
• Data export ke sawaal par ghuma-phira kar jawab.

Demo ke baad kya karein?

Demo ke turant baad team member se poochhein: “Kya tum kal se ise chala paoge?” Uska jawab kisi bhi feature list se zyada keemti hai. Do-teen vendors ke demo ke baad apni requirement sheet par har ek ko tick karein aur total kharcha saath likhein. Faisla usi sheet se lein, yaad se nahi. Demo ke dauran poochhe sawaalon ko ek checklist ki tarah rakhein, taaki koi chhoot na jaaye.

FAQ

CRM demo kitna lamba hona chahiye?

45–60 minute, aapki requirement sheet ke hisaab se.

Demo mein kisko saath le jaayein?

Ek telecaller ya salesman jo roz CRM use karega.

Kya CRM chhodne par data wapas milta hai?

Yeh demo mein zaroor poochhein aur likh kar lein.

Agla kadam

CRM chun liya? Ab Chapter 3 shuru: CRM ko sahi tareeke se lagana. Pehla sawaal: CRM Admin Kaun Ho?

Apni requirement sheet par demo chahiye? Call karein: 99142 49191.