10 Ways to Prepare for a Pharmacy Software Demo

Transaction Data Systems About The Author

Sep 21, 2016 9:30:00 AM


So, you’re looking into new pharmacy software.

You’ve been researching a few different potential partners, but you need more information about how the features you’ve read about are going to fit into your business plan.

Enter the pharmacy software demonstration.

Demos are a great opportunity to speak to a knowledgeable sales representative about what their pharmacy software system has to offer and see their products in action.

While a demo is not a one-shot opportunity, you want to go in as prepared as possible to make sure you’re getting the most out of the experience and not being run over by a clever sales pitch.

So before you sit down for a virtual tour, check out these 10 ways to prepare for a pharmacy software demonstration.

Set Aside Enough Time

The average demo lasts about 90 minutes. This may seem like a long time, but there are a lot of features to cover when it comes to an all-encompassing pharmacy software solution. Add questions and a little get-to-know-you time and you’re quickly approaching that 90 minute mark.

Invite Key Staff

It’s not the best idea to bring every tech, clerk, and pharmacist that’s going to be working in your pharmacy to the demo. However, you should invite key players, like the person making the purchasing decision or owner, IT Staff, Pharmacy Manager, and Pharmacist in Charge.

These key players in your business will likely have different concerns and interests in software capabilities and should create their own lists of needs, question, and hurdles. This will help you get the full picture during the demonstration.

Know Business Goals

It’s likely that you have goals set for your business. Things you want to achieve, annual sales goal, etc. Or areas where you want to focus more attention. Have these laid out in front of you and be prepared to ask your sales associate how their product is going to help you meet your goals.

Grab a Monthly Statement

This is only applicable to current pharmacy owners. Each month you get a statement for you monthly fees. Monthly fees usually cover the costs of support, updates, and any maintenance required. Be sure to have a current statement handy, so you can compare the monthly costs associated with each.

Note that not all fees are billed on a monthly basis, so if you have an annual statement from your current software partner, you may want to bring that as well.

Create a Checklist of Needs

Will you be running a standard retail pharmacy? Maybe you want to focus more on specialty and compounding. You’re going to have specific needs based on the type of pharmacy you plan on running. You should have a list of these needs on hand and check them off as they’re addressed in the demonstration. The demo may even address some needs that you didn’t even know you had.

Know your Interface Needs

Your pharmacy software partner is not going to be your only partner in the pharmacy industry. You’ll need a wholesaler and switching partner. You may also choose to have a robot, IVR, and MTM partners. The ability of you pharmacy software partner to integrate or interface with your other partners can greatly impact the efficiency of your pharmacy processes.

If you already have any partners selected, have a list handy so you can see if the pharmacy software you’re looking into is capable of interfacing with them. If you don’t already have partners selected, make sure to get a list of their interface partners for easier selection later in the process.

Examine Existing Hurdles

If you currently have pharmacy software, there must be a reason you’re looking into different options. You may have multiple reasons. Or maybe you’re just starting out in the pharmacy business, and you’re struggling to find solutions that fit into your business model.

Look into the hurdles that you’re currently facing and keep them in mind during the demonstration. You want to ensure the product you choose alleviates the problems you’re experiencing.

Decide Support Expectations

Support is an important part of the partnership between you and pharmacy software provider. You need to know what you can expect from support going into this partnership.

  • Are you going to need them to act as your IT department, or just be a good resource for your IT department?
  • What hours do you expect them to be available to you. When they aren’t immediately available, how long will it take them to get back with you if you’re having an emergency?
  • How do you expect to be able to communicate with them: phone, email, chat?
  • What resources do they have available on help topics and training?

These are all things that should be covered in a demo, so have your expectations set.

Ask What Happens Next

  • What is the timeline for installation?
  • What is the installation process?
  • Do I have to pay extra for installation?
  • Is there training?

These are all good questions regarding what happens after you purchase pharmacy software. You may not be thinking this far ahead when you’re participating in a software demo, but you should be.

Installation and training are just as important as your software features, so make sure you have a list of questions on these topics ready for your sales associate.

Ask ALL the Questions

Sales teams love buyers who want to learn more about their product. They love talking about their product and the industry, and a demo is a perfect opportunity to get all your questions answered. Prepare all the questions you can think of before you go into the demo. It’s likely that many of them will get answered during the demonstration, but you may think of more questions as the demo progresses.


This may seem like a lot to do in preparation for a software demo, but most of the preparation is gathering thoughts and information that you already have. You just need to collect them all in one place, so you have all the information you need to make the most out of your software demonstration and choose the best pharmacy software for your business.

Now that you know how to prepare, what are you waiting for? Register for a free personalized pharmacy software demo today!

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