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25 Questions to Ask Before a Software Demo

Post by
Michael Rouveure

December 15, 2021

25 Questions to Ask Before a Software Demo

What are you supposed to ask in a software demo?

Most operators I talk to don't have a good answer to that. They book the demo, they show up, the sales rep shares their screen, and for 45 minutes everything looks polished and possible. Then the call ends and the operator has a feeling - "seemed nice, seemed capable" - but no real data. A week later they're guessing between two platforms based on vibes.

I've been on the other side of that table. When we were building our booking system I sat through demos from every major platform to understand what the competition was doing. And I can tell you: vendor demos are sales pitches. Every one of them. That's not a criticism - it's just the format. The rep controls what you see, in what order, for how long. Your job is to redirect that into a qualification call. You do that with questions. Specifically, these 25.

I've grouped them by category. Work through them in order. If a rep dodges or deflects on more than two, you've learned something important.

On Pricing

This is the section most operators skip because they feel awkward talking about money up front. Don't skip it. Hidden fee structures are where operators get hurt, and the demo is the right time to surface them - before you've signed anything.

  1. What exactly does your booking fee cover, and who pays it - me or my guest? Some platforms pass the fee to the guest at checkout as a "booking fee." Others take it from the operator. A few do both. Ask which.
  2. Is your transaction fee a flat rate or a percentage? For a $1,200 boat charter, the difference between 2% and a flat $3 is real money at volume.
  3. Are there setup fees, onboarding fees, or data migration fees that aren't in the standard pricing?
  4. What is the minimum contract length, and what happens if I need to leave before it ends?
  5. If I cancel my account, what does that process look like and how long do you hold my funds before final payout?

A story about question 1: I know an operator who asked a vendor exactly that - "do you take a cut on my direct bookings, even the ones that come in off my own website widget?" The sales rep talked for about two minutes without answering. Then redirected to screen-sharing the dashboard. The operator thanked them politely, ended the call, and signed with someone else. Two minutes of dodge is a real answer. It means yes, or "we haven't decided yet," and neither is good.

On Features

Features are what the demo will focus on most, because features are what look good on a screen. Ask the questions that don't look good on a screen.

  1. Does your platform support multi-currency bookings? If I have guests paying in EUR and USD on the same trip, how does that work at the operator payout level?
  2. How does the system handle local tax - do I configure it, or does the platform manage it? What happens when tax rules change?
  3. Can I track bookings that come through hotel concierges or activity desks, separate from direct and OTA bookings?
  4. Is there a mobile app or mobile-optimized interface for my staff to check manifests and manage bookings on the dock?
  5. What OTAs and distribution channels does the platform connect to natively - not via a third-party add-on?
  6. Does the system prevent double-bookings in real time across all channels simultaneously?
  7. Can I set different pricing tiers - retail, net rate for agents, and group rate - on the same product?
  8. Does the platform support waivers and digital signature capture at the time of booking?

On Support

The demo experience tells you nothing about what happens at 7am on a cruise ship day when something breaks and you have 60 guests arriving in 90 minutes. Ask these before you need the answer.

  1. What timezone is your support team in, and what are your actual support hours?
  2. What is your average first response time for a support ticket?
  3. Will I have a dedicated customer success manager, or will I be routed to a general queue?
  4. Is there in-app chat support, or is everything handled by email and ticketing?
  5. Can you show me an example of a support ticket resolution - start to close - for an issue similar to something I might run into?

On Your Data and Exit Terms

Every operator I know who has switched booking systems has a story about the migration. Usually it involves a spreadsheet and several days of manual entry. That's because they never asked this question before signing.

  1. Can I export all of my booking data, guest records, and transaction history at any time, in a standard format like CSV?
  2. If I close my account, how long do I have access to my historical data, and in what format?
  3. Who owns the guest data collected through your platform - me or you? Can you use it for your own marketing purposes?
  4. If your company is acquired or shuts down, what happens to my data and my active bookings?

On References

This is the section almost nobody asks, which is a shame because it's the most useful one.

  1. Can you give me three operator references - not testimonials on your website, but actual contacts I can call - specifically from companies in my geography or my type of operation?
  2. How long have those reference operators been on your platform?
  3. Have any of your operators left in the past year? If so, would you be willing to share why?

A vendor who can't name three references in your region either doesn't have customers there yet or doesn't want you talking to the ones they do have. Both are worth knowing.

What to Do with the Answers

After the call, score it. Give one point for every clean, direct answer. Zero for every deflection, redirect, or "I'll follow up on that." If the score is below 18 out of 25, the platform has things to hide. Maybe small things. Maybe not.

The goal here isn't to catch anyone lying. It's to enter a 12 or 24-month working relationship with actual information instead of a good feeling. A good feeling doesn't hold up when you're two months in and the payout is sitting in a bank account in a country you don't operate in, or the support ticket from Tuesday is still open on Friday.

We built Junglebee specifically for Caribbean tour and charter operators, which means every one of these questions has a published, specific answer - including the pricing, which lives on a public page because that's how it should work. But use this list on any vendor, including us. Operators who go into demos with the right questions end up with the right software. The ones who don't end up switching again in 18 months.

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