Tips for Effective Virtual Software Demonstrations

By - December 17, 2018

Have you been given the task of presenting your company website or specific software to a client or vendor? Is your company located in the United States, but the client is located in the United Kingdom? Not to worry! Here are four simple steps for effective virtual software presentations:


  1. Create a visual handout: One example of a visual handout that clients can follow along with is a systematic PowerPoint presentation. This presentation shows the start to finish end user website navigation. Before the presentation starts, you can email the handout to the meeting attendees. Another option will be to attach it to your meeting invitation. The handout can provide instructions for important pre-meeting tasks (such as logging in to a website). More features include, the outlining of your software demonstration that would specifically pertain to them. For example, if you are displaying a Learning Management System (or LMS), you might include information about course registrations, transcripts, and personal account settings.
  2. Present your content: Use a virtual sharing tool (such as WebEx or GoToMeeting) to provide navigation and usage information, while following any steps you provided for those processes in your handout. Virtual meeting platforms that allow screen-share are convenient for this.
  3. Recap and Wrap-Up: At the end of the presentation, provide a brief recap of your presentation and what you covered.
  4. Any Questions?: Finally, conduct a Q&A session. Make sure you can provide a phone number or email address for your meeting attendees to contact with any lingering questions.


By creating a visual handout for your attendees, providing a virtual presentation to the client, and then wrapping up the presentation with a recap and Q&A session, you will be able to effectively demonstrate software and provide your meeting attendees with information!


Speaking of software, are you interested in learning more about Microsoft Dynamics 365 for Finance and Operations? Visit for eLearning courses and information about our hosted training classes in Denver! You can also contact our Microsoft Dynamics experts at RSM (855) 437-7201.


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