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Pre-Sales Demo Tips for ERP Consultants

A silent guide to planning and delivering ERP pre-sales demos that tell the client's story and earn the next meeting.

Free

Free 2-minute video lesson. A silent guide to planning and delivering ERP pre-sales demos that tell the client's story and earn the next meeting. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent video gives ERP consultants a practical playbook for pre-sales demos. It covers discovery before the demo, building a storyline around the client's day-in-the-life processes, preparing realistic demo data, structuring the session, handling questions and gaps honestly, and following up. A before-and-after comparison shows feature tours versus outcome-led demos. Useful for Dynamics 365 consultants, solution architects and pre-sales teams preparing scripted demos or proofs of concept.

What you'll learn

  • The goal of a demo
  • Discovery comes first
  • Feature tour or story?
  • Build the storyline
  • Prepare demo data
  • During the demo
  • Handling gaps honestly
  • Key idea
  • Before you go live on the call
  • Follow up within 48 hours

Who it's for

IT consultants, pre-sales architects and delivery leads shaping technology programs and proposals.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.