1. Home
  2. Blog
  3. Getting the most from a demo
ERP basics

How to get the most from a free ERP demo: what to prepare and what to ask

A demo is your best chance to see whether ERP software will work for your business. But a demo with a sample company and a smooth presenter can hide a lot. A little preparation turns a sales pitch into a real test.

  • Published
  • Updated
  • 3 min read
  • Milaan ERP team

Key points

  • Bring your own data: ten items, two customers and a typical bill.
  • Ask the presenter to do your everyday tasks, not show highlights.
  • Bring the person who will use it most, not just the owner.
  • Ask which plan includes each feature you see.
  • Note the follow-up: price, setup time and support.

Before the demo: prepare these

  • Ten of your real items with HSN codes, rates and (if needed) batches or sizes.
  • Two real customers, one registered and one walk-in, ideally one in another state.
  • A copy of a typical bill and a typical purchase bill.
  • Your top five problems written down.
  • The people who will use the software most.

During the demo: ask them to show

  1. A real bill Using your items and customer, at normal speed.
  2. A purchase entry And how stock and supplier balance change.
  3. A return Sales return or exchange, and the credit note.
  4. Month-end GST How GSTR-1 and GSTR-3B figures are produced.
  5. Your top problem Ask them to solve your biggest daily headache live.
  6. The owner’s view Sales, stock and dues on a phone.

Questions to ask

TopicQuestion
PlansWhich plan includes everything I just saw?
UsersHow many users are included, and what does an extra user cost?
SetupIs data import and training included? How long will it take?
SupportHow do I reach support, in which languages, and how fast?
OfflineWhat happens when the internet is down?
DataCan I export all my data if I ever leave?
UpdatesHow are GST changes handled, and is there a cost?

Red flags

  • The presenter avoids using your data.
  • Every question is answered with “it’s in the next version”.
  • Prices change depending on how interested you seem.
  • No clear answer on data export.

After the demo

Ask for a trial account and try a week of real billing on it. Compare notes with the staff who attended. Use our step-by-step guide to make the final decision.

Booking a Milaan ERP demo

You can book a free Milaan ERP demo from our contact page or on WhatsApp. Tell us your trade and send a few items in advance, and we will run the demo using your data. The cloud edition also comes with a 7-day free trial.

FAQ

Common questions, answered.

Short answers to the questions we hear most about this topic.

Have a question we didn’t answer?

Message us and a real person from our team will reply.

How long does an ERP demo take?

Usually 30 to 60 minutes. Longer if you want to go through several trade-specific features.

Is a Milaan ERP demo free?

Yes. Demos are free, and the cloud edition also has a 7-day free trial.

Can the demo use my own data?

Yes. Send a few items and customers in advance and we’ll use them in the demo.

Who should attend a demo?

The owner and the people who will use the software most, such as the billing staff and accountant.

What should I do after the demo?

Try the software with real work for a week on a trial account before deciding.

Book your free demo

See Milaan ERP working with your own items and customers.