ERP demo script

A scripted ERP demo makes every finalist walk through the same scenarios with your data, so you compare how the software handles your processes instead of comparing sales presentations.

Updated 2026-09-23 · By the ERP Cost Guide team

The 6 scenarios

  1. 1. Record to report

    Intercompany elimination, close checklist, drill from report to source, audit trail.

  2. 2. Procure to pay

    Requisition approval, partial receipt, mismatched bill, variance handling, ACH payment.

  3. 3. Order to cash

    Customer-specific pricing, credit hold, partial ship, short payment, revenue schedule.

  4. 4. Inventory and operations

    Lot receipt and trace, transfers, mobile cycle count, landed cost.

  5. 5. Reporting and a day in the life

    Your own finance user builds a report; approver view on a phone.

  6. 6. Integrations and data

    Live connectors for your systems, the error queue, and the data-load plan.

Questions to ask at the end of every demo

  • Which of the things you showed today are not in the price you quoted?
  • What did you configure specially for this demo?
  • Which customer of yours looks most like us, and may we call them without you on the line?
  • What was the last thing a customer like us needed that your product could not do?
  • What is the maximum our subscription can increase at renewal?

Send the script 5-10 business days ahead, and collect score sheets before the team talks. Group discussion first pulls everyone toward the loudest opinion.

Download the demo script and scorecard

Word file plus a printable version: ground rules to send vendors, sample-data list, 6 scenarios with score sheets, and a weighted summary. Download links appear as soon as you submit.

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ERP demo script (Word, editable) Opens in Word or Google Docs.
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Independence and disclosure. ERP Cost Guide is independent and is not a partner, reseller or affiliate of any ERP vendor. Buyers pay nothing. If we introduce you to an implementation partner, that partner may pay us a referral fee - see how we make money.

Frequently asked questions

How long should an ERP demo be?

About 3 hours for a scripted mid-market demo, plus time for your questions. Skip scenarios that do not apply (for example manufacturing) rather than rushing all of them.

Should vendors use my data in the demo?

Yes. Send a trimmed chart of accounts, a few customers, vendors and items, and one month of anonymized transactions so the demo reflects your real processes.