FinanSysFinanSys
Contact Us
  • About
    • About FinanSys
    • Meet the Team
    • Who Trusts Us
    • Partners, Accreditations & Memberships
    • Careers
    • Privacy Policy
  • Solutions
    • Sunsystems Solutions
      • SunSystems Financials
      • SunSystems Cloud
      • Query & Analysis Reporting
      • Sharperlight Reporting
      • Process Automation for SunSystems
      • Bank Payments
      • Making Tax Digital
      • Finansys Cloud
      • Spindle Document Delivery
      • Infor d/EPM
    • Netsuite Solutions
      • Oracle NetSuite Business Management Solutions
      • Financial Management Software
      • Professional Services Automation
      • NetSuite eCommerce Solutions
      • Cloud-based Customer Relationship Management Solutions
  • Services
    • SunSystems Services
      • SunSystems Training
      • Professional Services
      • SunSystems Support
      • FinanSys Cloud Support
      • Integration – Infor Sunsystems
      • SunSystems Project Calendar Timeline
    • NetSuite Services
      • NetSuite Professional Services
      • NetSuite Support
      • Oracle NetSuite Integration
      • NetSuite Project Calendar Timeline
  • Enhancements
    • Overview
    • Purchasing
    • Sales
    • Financial Accounting
    • Reporting
    • Human Resources
    • Compliance
    • Optical Character Recognition
  • Sectors
    • Energy, Oil & Gas
    • Financial Services
    • Hospitality
    • Insurance
    • Not-for-Profits
    • Professional Services
    • Property Management
      • Housing Associations
    • Retail
    • Software & Technology
    • Wholesale Distribution
  • Resources
    • Case Studies
    • Brochures
      • FinanSys Brochures
      • SunSystems Brochures
      • NetSuite Brochures
    • Videos
      • SunSystems Videos
      • NetSuite Videos
      • Thinking about a new accounting system?
    • Webinars
    • News and Blog
    • SunSystems Training Manuals
    • Subscribe to our mailing list
    • FAQs
  • Customer Area
  • Contact
  • About
    • About FinanSys
    • Meet the Team
    • Who Trusts Us
    • Partners, Accreditations & Memberships
    • Careers
    • Privacy Policy
  • Solutions
    • Sunsystems Solutions
      • SunSystems Financials
      • SunSystems Cloud
      • Query & Analysis Reporting
      • Sharperlight Reporting
      • Process Automation for SunSystems
      • Bank Payments
      • Making Tax Digital
      • Finansys Cloud
      • Spindle Document Delivery
      • Infor d/EPM
    • Netsuite Solutions
      • Oracle NetSuite Business Management Solutions
      • Financial Management Software
      • Professional Services Automation
      • NetSuite eCommerce Solutions
      • Cloud-based Customer Relationship Management Solutions
  • Services
    • SunSystems Services
      • SunSystems Training
      • Professional Services
      • SunSystems Support
      • FinanSys Cloud Support
      • Integration – Infor Sunsystems
      • SunSystems Project Calendar Timeline
    • NetSuite Services
      • NetSuite Professional Services
      • NetSuite Support
      • Oracle NetSuite Integration
      • NetSuite Project Calendar Timeline
  • Enhancements
    • Overview
    • Purchasing
    • Sales
    • Financial Accounting
    • Reporting
    • Human Resources
    • Compliance
    • Optical Character Recognition
  • Sectors
    • Energy, Oil & Gas
    • Financial Services
    • Hospitality
    • Insurance
    • Not-for-Profits
    • Professional Services
    • Property Management
      • Housing Associations
    • Retail
    • Software & Technology
    • Wholesale Distribution
  • Resources
    • Case Studies
    • Brochures
      • FinanSys Brochures
      • SunSystems Brochures
      • NetSuite Brochures
    • Videos
      • SunSystems Videos
      • NetSuite Videos
      • Thinking about a new accounting system?
    • Webinars
    • News and Blog
    • SunSystems Training Manuals
    • Subscribe to our mailing list
    • FAQs
  • Customer Area
  • Contact

Do This If You Want the Best SunSystems Live Demo!

Do This If You Want the Best SunSystems Live Demo!

    SunSystems live demos are perhaps the best way to get a feel of the product. By holding a demo with your SunSystems partner of choice, you’re setting the scene for getting a greater understanding of this powerful financial management system so you can see for yourself if the product is right for your organisation.

    But here’s the thing:

    Many prospective users often go into live demo sessions with a “passive attitude” where they simply take a seat while leaving all the work to the vendor. As a result, they end up not getting much value out of the product demonstration.

    If you want the best SunSystems live demo for what you can get out of it, then you should think beyond just being present during the session and play a more participatory role in activities that come before, during, and after the demo.

    This way, you’d be able to squeeze more creative juice out of the live demo and ultimately make a failproof decision. Here’s are the things to do:

    Before the demo: Identify and communicate your requirements

    Before going in for a demo, it is important that you first create your list of requirements. It’s about assessing your current accounting system to identify issues, needs, and gaps that need to be filled.

    This is also the best time to identify your goals and the specific modules or features that can help you reach them.

    By identifying your most important needs beforehand, your key goals with the new software, and what you need in the new system, you’d be in a position to get your demo provider to focus their attention on what’s most essential to your organisation during the demo.

    The next step is to loop in your implementation partner so you can both be on the same page about what you want. Discovery calls work great for this.

    For salespeople, a discovery call is generally an essential part of the lead qualification process. But as a prospective product user, you can also take advantage of it to improve your demo experience.

    So before jumping into the actual demo, schedule a discovery call with the sales consultant to discuss your business goals, requirements, and so on.

    During the demo: Follow a process script

    The best demos do not follow a one-size-fits-all approach; they’re tailored to your organisation. And because your organisation is unique, your demo ought to reflect that.

    Given the chance, consultants will always talk about the features or aspects of SunSystems that they “feel” would interest you. This may not be the best way to address your most important requirements.

    To avoid this, you can create a script — based on the requirements you identified earlier — for the processes you’d like the demo leader to cover in their presentation.

    This helps you to steer the demo in a way that supports a tailored experience and ultimately provides what’s best for your organisation.

    Post demo: Debrief after the demo

    Once the demo is over, it is recommended that you take some time (20 minutes to an hour is ideal) for team members to discuss their impressions and scrutinise the solution.

    This can help bring out aspects of the presentation other team members might have missed and create a platform to hash out any issues or details they noticed.

    It’s best to do this immediately after the demo. As you debrief, you’ll be able to determine your next steps, such as requesting a second demo or moving forward with implementation.

    Conclusion

    An effective SunSystems demonstration does not always start and end with the actual demo itself — you must think about and take active steps in driving activities that come before, during, and after the demo.

    If you do a good job at identifying your needs, communicating the same to the seller, and creating an overview of what you want to go through during the demonstration, your demo experience will be much more worthwhile.

    If you’re looking for a tailored SunSystems demo, get in touch with us today. We will take the time to understand your requirements, present you with a tailored demonstration and quotation, and then help you in implementing and supporting the software.

     

    Part of this article was originally published on Infor by FinanSys.

    Related Posts:

    • Why You Need Post-Go-Live Support
    • How to Automate the Management of SaaS Subscriptions You Sell and Use…
    • FinanSys Named FY24 SaaS Partner of the Year at Infor SunSystems Cloud…
    • Why SunSystems Cloud and UniFi Outperform Sage 50, Kefron P2P and Outsourcing 
     
    Categories
    Recent Posts
    • When to Switch from Accounting Software to ERP
    • 5 Hidden Requirements in the APUC Finance Systems Framework — And How to Tackle Them
    • The Finance System Wish List for the Education Sector
    • Future-Proofing Finance in Higher Education: Why Frameworks Need the Right Supplier
    • What Makes the Right Supplier for the APUC Framework?
    Categories
    • Accounting
    • Accounting Software
    • Asset Management
    • Automation
    • Business Management
    • Business Process Automation
    • Business Process Management
    • Case Studies and Research
    • CFOs
    • Cloud
    • Cost Reduction
    • Customer Relationship Management
    • Data Management
    • Digital Transformation
    • Enterprise Resource Planning
    • Expense Management
    • Financial Analysis
    • Financial Management
    • Financial Reporting
    • FinanSys
    • General
    • Implementation
    • Infor Q&A
    • Integration
    • MTD
    • Multicurrency & Multicompany
    • NetSuite
    • Productivity
    • Project Management
    • Reporting
    • Software Update
    • SunSystems
    • SunSystems Cloud
    • Team Management
    • Time Management
    • Training
    • Uncategorised
    • UniFi
    • Workflow

    Benefits of Cloud ERP: To Innovate or Stay Put with Old Business Systems?

    Previous thumb

    FMS vs ERP: What is the Difference Between FMS and ERP?

    Next thumb
    Scroll

    FinanSys Solutions Ltd

    Address: FinanSys Solutions Ltd. Office One, 1 Coldbath Square, Farringdon, London, EC1R 5HL
    Phone: +44 (20) 7456 9833
    Email: info@FinanSys.com

    Privacy & Cookie Policy

    Terms of Use

    Copyright © 2025 FinanSys Solutions Ltd. All Rights Reserved

    Recent Posts
    • When to Switch from Accounting Software to ERP
    • 5 Hidden Requirements in the APUC Finance Systems Framework — And How to Tackle Them
    • The Finance System Wish List for the Education Sector
    Useful Links

    Events & Webinars

    Customer Login

    News & Blog

    Finansys ISO 27001 and SOC 2
    • Home
    • About
      • About FinanSys
      • Meet the Team
      • Who Trusts Us
      • Partners, Accreditations & Memberships
      • Careers
      • Privacy Policy
    • Solutions
      • Sunsystems Solutions
        • SunSystems Financials
        • SunSystems Cloud
        • Query & Analysis Reporting
        • Sharperlight Reporting
        • Process Automation for SunSystems
        • Bank Payments
        • Making Tax Digital
        • Finansys Cloud
        • Spindle Document Delivery
        • Infor d/EPM
      • Netsuite Solutions
        • Oracle NetSuite Business Management Solutions
        • Financial Management Software
        • Professional Services Automation
        • NetSuite eCommerce Solutions
        • Cloud-based Customer Relationship Management Solutions
    • Services
      • SunSystems Services
        • SunSystems Training
        • Professional Services
        • SunSystems Support
        • FinanSys Cloud Support
        • Integration – Infor Sunsystems
        • SunSystems Project Calendar Timeline
      • NetSuite Services
        • NetSuite Professional Services
        • NetSuite Support
        • Oracle NetSuite Integration
        • NetSuite Project Calendar Timeline
    • Enhancements
      • Overview
      • Purchasing
      • Sales
      • Financial Accounting
      • Reporting
      • Human Resources
      • Compliance
      • Optical Character Recognition
    • Sectors
      • Energy, Oil & Gas
      • Financial Services
      • Hospitality
      • Insurance
      • Not-for-Profits
      • Professional Services
      • Property Management
        • Housing Associations
      • Retail
      • Software & Technology
      • Wholesale Distribution
    • Resources
      • Case Studies
      • Brochures
        • FinanSys Brochures
        • SunSystems Brochures
        • NetSuite Brochures
      • Videos
        • SunSystems Videos
        • NetSuite Videos
        • Thinking about a new accounting system?
      • Webinars
      • News and Blog
      • SunSystems Training Manuals
      • Subscribe to our mailing list
      • FAQs
    • Customer Area
    • Contact