How to Get the Most Out of a Help Desk Demo: Smart Tips for IT Buyers

Choosing the right help desk software isn’t a decision you make lightly — and the product demo is one of your best opportunities to evaluate whether a solution fits your needs. But if you’re like most teams, you’re busy. It’s easy to sit through a demo, take a few notes, and move on — only to realize later you didn’t get the insights you really needed. This guide is designed to help you take full advantage of your help desk demo. Whether you're comparing tools or just starting your search, a little preparation can go a long way toward making the right choice. Before the Demo: Set Yourself Up for Success Define What You Actually Need A good demo should be tailored to your use case — not just a tour of every button and feature. Before the meeting, make a short list of what really matters to your team. This might include: Smart ticket routing or escalation workflows Microsoft Teams integration Self-service portals or internal knowledge bases SLA ...