--- description: A checklist of what you should look for during a CRM demo to ensure that the software can be tailored to the specific needs of your company. title: 11 Questions to Ask During a CRM Demo --- # 11 Questions to Ask During a CRM Demo Last Reviewed: October 3, 2025 3 min read [2 comments](https://www.selecthub.com/customer-relationship-management/11-questions-ask-crm-demo/#comments) [ ![SelectHub](https://www.selecthub.com/wp-content/uploads/2023/10/cropped-selecthub_logo-96x96.jpg) ](https://www.selecthub.com/author/selecthub/) [Written by SelectHub](https://www.selecthub.com/author/selecthub/) Technical Content Writer Summary: Use this CRM demo checklist to judge fit. Ask about sales tracking, marketing sync, database views, tasks, reports, analytics, live support, security, social media, maintenance, and scale. It helps you spot gaps and avoid bad picks, so the tool matches your needs and grows with you. Table of Contents Explore the CRM Hub What's your top priority today? * [Learn](#) * [What is CRM?](https://www.selecthub.com/category/customer-relationship-management/) * [Types of CRM](https://www.selecthub.com/customer-relationship-management/5-types-specialized-crm/) * [CRM vs. Marketing Automation](https://www.selecthub.com/customer-relationship-management/crm-and-marketing-automation/) * [CRM Features](https://www.selecthub.com/customer-relationship-management/crm-features-functionality-list/) * [Nonprofit CRM Features](https://www.selecthub.com/customer-relationship-management/top-nonprofit-crm-software-features/) * [CRM Benefits](https://www.selecthub.com/customer-relationship-management/7-advantages-of-crm-software/) * [CRM Examples](https://www.selecthub.com/customer-relationship-management/crm-examples/) * [Plan](#) * [How to Choose a CRM](https://www.selecthub.com/customer-relationship-management/how-to-choose-a-crm/) * [CRM Requirements](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) * [CRM Pricing Comparison](https://www.selecthub.com/customer-relationship-management/crm-pricing/) * [CRM RFP Guide](https://www.selecthub.com/customer-relationship-management/crm-rfp/) * [Compare](#) * [Best CRM Software](https://www.selecthub.com/c/crm-software/) * [Best Free CRMs](https://www.selecthub.com/customer-relationship-management/free-crm/) * [Best CRMs for Small Business](https://www.selecthub.com/customer-relationship-management/crm-for-small-business/) * [Best Open Source CRMs](https://www.selecthub.com/customer-relationship-management/open-source-crm-software/) * [Best CRMs for Lead Management](https://www.selecthub.com/customer-relationship-management/lead-management-new-software-category/) * [Top Salesforce Competitors](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) * [Zoho vs. Salesforce](https://www.selecthub.com/customer-relationship-management/salesforce-and-zoho/) * [Salesforce vs. SAP](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) * [Salesforce vs. Microsoft Dynamics ](https://www.selecthub.com/customer-relationship-management/salesforce-and-microsoft-dynamics/) * CRM Demo Questions * [1\. What are the sales managing capabilities of the software?](#1%5FWhat%5Fare%5Fthe%5Fsales%5Fmanaging%5Fcapabilities%5Fof%5Fthe%5Fsoftware) * [2\. How will it integrate with my marketing automation platform?](#2%5FHow%5Fwill%5Fit%5Fintegrate%5Fwith%5Fmy%5Fmarketing%5Fautomation%5Fplatform) * [3\. Can you show me how the customer database works?](#3%5FCan%5Fyou%5Fshow%5Fme%5Fhow%5Fthe%5Fcustomer%5Fdatabase%5Fworks) * [4\. Tell me about the CRM’s activity management.](#4%5FTell%5Fme%5Fabout%5Fthe%5FCRMs%5Factivity%5Fmanagement) * [5\. What types of reporting does the CRM offer?](#5%5FWhat%5Ftypes%5Fof%5Freporting%5Fdoes%5Fthe%5FCRM%5Foffer) * [6\. Does the CRM have business intelligence features?](#6%5FDoes%5Fthe%5FCRM%5Fhave%5Fbusiness%5Fintelligence%5Ffeatures) * [7\. Will I be able to actively support my customers?](#7%5FWill%5FI%5Fbe%5Fable%5Fto%5Factively%5Fsupport%5Fmy%5Fcustomers) * [8\. What kind of security does the software have?](#8%5FWhat%5Fkind%5Fof%5Fsecurity%5Fdoes%5Fthe%5Fsoftware%5Fhave) * [9\. How does the CRM integrate with social media?](#9%5FHow%5Fdoes%5Fthe%5FCRM%5Fintegrate%5Fwith%5Fsocial%5Fmedia) * [10\. What kind of support and maintenance is offered?](#10%5FWhat%5Fkind%5Fof%5Fsupport%5Fand%5Fmaintenance%5Fis%5Foffered) * [11\. Is the CRM scalable?](#11%5FIs%5Fthe%5FCRM%5Fscalable) * [Launch](#) * [CRM Challenges](https://www.selecthub.com/customer-relationship-management/challenges-of-crm/) * [CRM Integration](https://www.selecthub.com/customer-relationship-management/5-crm-integrations/) Without customers, a business is just an idea. Success can’t even begin without dedicated clients. Many companies are turning to customer relationship management (CRM) software to develop and maintain steadfast relationships with their customers. CRM software is available for any sized business, from a small mom-and-pop shop to a large corporation. With so many options available, deciding on the right software can be difficult. Below is a checklist of what you should look for during a CRM demo to ensure that the software can be tailored to the specific needs of your company. ## 1\. What are the sales managing capabilities of the software? Sales isn’t just about face-to-face interaction anymore. Customers are plugged in and educating themselves on their own. An effective CRM will track sales opportunities, from lead acquisition to proposal delivery, and will help your sales team coordinate with other colleagues essential to the business flow. ## 2\. How will it integrate with my marketing automation platform? Leads don’t have much value if you can’t apply your marketing to them. Make sure a CRM will synchronize seamlessly with your marketing campaigns, email actions and activity streams so it can deliver its full potential. ## 3\. Can you show me how the customer database works? During a CRM demo, ask to see how the customer database is organized. You should be able to easily filter information and assign customers to different stages of the acquisition process. ## 4\. Tell me about the CRM’s activity management. The most useful CRM will coordinate with your physical activities, like appointments and tasks with deadlines that are linked to the progress of your marketing campaigns. ## 5\. What types of reporting does the CRM offer? The best CRM for your company will include comprehensive reporting functionality. You should also be able to create your own reports based on your particular needs. ## 6\. Does the CRM have business intelligence features? The most effective CRM will provide analytics that keep track of the results of your actions. The better you can monitor customer satisfaction the more meticulously you can tailor your marketing and sales processes. ## 7\. Will I be able to actively support my customers? Email and chat support capabilities allow your team to offer real-time support to ensure that customers stick with you. ## 8\. What kind of security does the software have? Make sure you ask if you can set different levels of user access and if the software is encrypted to prevent hackers from accessing private company information. ## 9\. How does the CRM integrate with social media? Your customers are connecting and creating relationships online, so you should be able to access them where they’re available by integrating the CRM with common social media platforms. ## 10\. What kind of support and maintenance is offered? Don’t leave your team in the lurch. Make sure your employees can easily get help when they need it, and ensure that you can receive crucial upgrades and maintenance as they’re needed. ## 11\. Is the CRM scalable? In a CRM demo, it’s important to ask if the software is scalable. Check out how much storage the CRM has and how many records it allows. Ensure that you won’t experience data loss if you upgrade as your company grows. A CRM can be a great benefit to your company’s acquisition and customer development procedures. However, if a CRM doesn’t have the capabilities your company needs, it may just be a waste of time and training. A valuable demo will help you find the best software for you and make sure all your employees know how to use it for maximum productivity. [ Previous Salesforce vs. Microsoft Dynamics ](https://www.selecthub.com/customer-relationship-management/salesforce-and-microsoft-dynamics/) [ Next CRM Challenges ](https://www.selecthub.com/customer-relationship-management/challenges-of-crm/) ### Trending Topics #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [The 10 Best CRM Software Tested and Rated: 2026 Comparison](https://www.selecthub.com/customer-relationship-management/big-crm-comparison-chart/) [The best CRM software keeps all your customer info in one place, gives you clear… ](https://www.selecthub.com/customer-relationship-management/big-crm-comparison-chart/) [ ![Anjali Krishna](https://www.selecthub.com/wp-content/uploads/2024/06/cropped-Anjali-K-Headshot-96x96.jpg) Anjali Krishna ](https://www.selecthub.com/author/anjali-krishna/) Jul 02, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [12 CRM Trends for 2026: Exploring What the Experts and Data Say](https://www.selecthub.com/customer-relationship-management/crm-trends/) [What CRM trends should your company be aware of so you can be at the… ](https://www.selecthub.com/customer-relationship-management/crm-trends/) [ ![Manogna Chandrika Matta](https://www.selecthub.com/wp-content/uploads/2022/11/Manogna-Headshot-96x96.png) Manogna Chandrika Matta ](https://www.selecthub.com/author/manogna-chandrika-matta/) May 27, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [CRM Requirements Checklist for Smarter Selection + Free Template](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) [Too often, buyers reach for a CRM requirements checklist — features, integrations, platform security, pricing… ](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) May 15, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [Salesforce vs. SAP 2026 Comparison: Which Should You Choose?](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [In this SAP vs. Salesforce breakdown, I’ll highlight what really matters — from key features… ](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [Top 10 Salesforce Competitors in 2026: Best Alternatives for SMBs, Mid-Market Orgs & Enterprises](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) [ Salesforce might be the giant in the CRM room, but after reviewing dozens of… ](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [What Are The Top CRM Features? Everyday Users Share Their Favorites](https://www.selecthub.com/customer-relationship-management/crm-features-functionality-list/) [With countless CRM features to think about, how can you know which ones make a… ](https://www.selecthub.com/customer-relationship-management/crm-features-functionality-list/) [ ![Anjali Krishna](https://www.selecthub.com/wp-content/uploads/2024/06/cropped-Anjali-K-Headshot-96x96.jpg) Anjali Krishna ](https://www.selecthub.com/author/anjali-krishna/) Mar 17, 2026 Originally published in January 2018 and last updated in October 2025\. Contributions from SelectHub. ## About the Contributors The following team members helped research, create, and review this content. [ ](https://www.selecthub.com/author/selecthub/) Written by [SelectHub](https://www.selecthub.com/author/selecthub/) Technical Content Writer SelectHub, a technology selection management solution, eliminates the messy, error prone business of IT and software requirements compilation, vendor evaluations and sourcing by centralizing all activities on an easy-to-use, intelligent platform. With built-in best practices and activity tracking for procurement, IT and Finance, organizations can realize more successful IT initiatives, faster. [See Full Bio](https://www.selecthub.com/author/selecthub/) Anjali KrishnaWhat Are The Top CRM Features? Everyday Users Share Their Favorites * ‹ * › ### Conversation (2) ![Avatar](https://secure.gravatar.com/avatar/281d3616cf761f3582c0d76c23517846?s=32&d=mm&r=g) Write a response [Cancel reply](https://www.selecthub.com/customer-relationship-management/11-questions-ask-crm-demo/#respond) Your message Your name \* Your email \* Website Save my name, email, and website in this browser for the next time I comment. * ![Avatar photo](https://secure.gravatar.com/avatar/efc50d28a5d2fe90325bdc5ef193a2d091d1889ffd8c79ff8eb0d2f150275156?s=96&d=mm&r=g) #### **Sage 200 Epos** \- June 7, 2018 I’d like to find out more? I’d love to find outt more details. **[Reply](#comment-9917)** [![Avatar photo](https://www.selecthub.com/wp-content/uploads/2023/10/alexjaumann-48x48.jpg)](https://www.selecthub.com/author/alexselecthub-com/) #### **Alex Jaumann** \- July 2, 2018 Hi there, what would you like to find out? **[Reply](#comment-10496)** Compare **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. 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