ERP: preparing a demo around your workflow
Assessing an ERP needn't start with an endless feature list. For SMEs and freelancers, a demo can start with something more concrete: a task that means entering data twice, information that's hard to find, or a process split across tools. Regifactu brings management, CRM, invoicing and AI together in one cloud platform. To see if it fits, first explain what you need to connect.
1. Pick a process to review
Before the call, think of a workflow you know well. It could be the link between an order and its documents, the move from sales information to invoicing, or the link between your shop and business management. You don't need to describe your whole business: one example gives the questions context.
Note where the workflow starts, what information it uses and the outcome you expect. If you copy data from one tool to another, say what and why. If the issue is poor visibility, specify what is hard to check. This helps keep the demo focused on your needs, not a general tour of screens.
2. Separate operations from digital channels
Regifactu offers a modular, customisable platform that connects sales, invoices, banks and AI. It also develops websites, online stores and portals linked to business management. It's worth distinguishing what you need to solve in your operations from the digital experience you want to offer customers, even if both share information.
For example, if your query involves a portal, specify whether you want to share a catalogue, availability, orders or documents. The ERP with a customer portal tailored to your workflow service covers this connection. To prepare for…
3. Separate current needs from custom work
The platform lets you activate features and expand them as your needs change. Alongside its management tools, Regifactu offers integrations and bespoke development. It helps to distinguish the areas you want to bring together from specific processes that need a closer look.
- What you need to manage: customer relationships, sales, invoicing or banking information.
- What you want to connect: a website, store, portal or other tools you already use.
- What makes your process unique: steps, data or tasks that need adapting.
This helps you ask focused questions: what the platform can handle,…
4. Bring a question you can test
Rather than asking only what the software includes, ask about a daily task: how customer information links to their documents, what data a store shares with your management system, or how a specific task could be handled. The answer can then focus on a situation you recognise.
When contacting Regifactu, explain what you want to improve, which process is involved and what outcome you want. This context helps tailor the demo to your operations, digital channels or relevant customisations, without turning the first conversation into a technical document.