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Essential Questions to Ask in Your Next Live Demo

Imagine walking into a car dealership and the salesman tells you everything you could ever want to know about a specific vehicle on the lot. You smile and nod, absorbing the vast amount of information coming at you. Then comes the sales pitch, “If you’d like, you can put a thousand dollars down today, you can take it home and make your first payment 45 days from now.”

Without hesitation you find yourself agreeing - he made it sound so easy, and his description of the car sounded pretty good, too.

After a couple weeks with the car, you realize it’s not very smooth riding at all, and while it can fit 8 people, it’s a tight fit that’s very uncomfortable for passengers. Filled with regrets, you realize you should have asked more questions before signing off on the major purchase.

The importance of setting up a live demo

Believe it or not, this happens to many funeral homes when they’re shopping for software. This is a major investment for your business, and it’s important that you purchase a software that’s the right fit for your funeral home. One place people start their searches is online via a virtual tour or demo. While these can be helpful, they won’t tell you everything you need to know or answer your burning questions.

To ensure you get the right software, it’s crucial to set up a live demo with the companies you’re leaning toward doing business with.

Speaking with a sales representative may seem daunting but there’s no reason to fear! Typically, they reach out because they want to learn about you and your funeral home. If you come in with the mindset to learn about what they offer to see if it can improve your business, you’ll learn more than you ever could from a virtual demo. Here are 4 reasons to start booking live meetings over virtual demos:

  1. A virtual demo won’t be able to recognize the problems you’re facing and solutions to fix them.

  2. In a live meeting, you’ll be able to get specific questions answered concerning your unique business operations.

  3. Meeting with a live person allows you to get a glimpse of the company you’ll potentially be doing business with.

  4. Want to learn about something specific, like pricing? A real person will be able to give you all the details.

With that being said, once you’ve done some research and set up a couple of meetings, you must ask as many questions as possible to get the full benefit of your live demo. Your questions and concerns will help the representative identify if their software would be a good fit for your funeral home.

But what should you ask?

Here is a list of tips and questions to make your meetings with software companies more beneficial to your software search:

How often is the software updated? Are those updates free of charge, or will they cost me extra money later on?

How much will this cost for my funeral home? 

What would the data transfer process look like? This includes pen and paper systems!

Will my data be protected?

How much will it cost to move the data from my current system?

How would I train my entire staff on new software? What are your implementation services like?

Do I have to pay extra for additional devices and users?

Your software doesn’t integrate with some of the services I’m currently using - can I keep using them and also use your platform?

Is your software cloud-based?

Could you explain the ownership of your company? Several companies have recently sold to publicly owned firms, and with that comes several changes like a decrease in focus on customer relations, or a delay in support responses. Overall, this is a good question to ask because company ownership can speak volumes into how they operate and interact with customers.


Take these questions to your next meeting

Take these questions to your next meeting by downloading our Funeral Home Software Live Demo Guide, which also includes a list of essential features to look for in a software, and a checklist template to help you determine which tool is the right fit for your business.

Download the guide


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We’d love to learn about you and your business so we can provide the best software solutions for your funeral home.