Demo management

Demo and loan equipment, ready for every customer.

Prometix demo management helps medical device sales and distribution companies run demo and loan equipment from booking to return. Check service readiness before the device leaves, keep accessory kits and quantities together, capture accepted terms and signed handover, and plan delivery, collection and return checks, linked to the sales opportunity.

See it on the Platform page

What you can do

Everything in one place.

  • Service readiness before departure

    Check that the demo device has been serviced and is ready before it goes to the customer.

  • Accessory kits and quantities

    Keep the accessories and kit quantities for each demo together, so nothing is missed on delivery or return.

  • Accepted terms and signed handover

    Capture the customer's accepted terms and a signed handover for every demo or loan.

  • Delivery, collection and return checks

    Plan delivery and collection and record the return checks when the equipment comes back.

  • Linked to the opportunity

    Link each demo booking to the sales opportunity it supports, so the team can see where every demo stands.

FAQ

Questions, answered.

How do you manage medical device demo equipment?

Treat every demo as a tracked booking: confirm the device is serviced and ready, list the accessories going out, record the customer's accepted terms and signed handover, and check the equipment back in on return. Prometix keeps each of these steps on one demo record, linked to the opportunity.

What should a demo or loan handover record?

Typically the device and serial number, the accessories and quantities supplied, the loan period, the terms the customer has accepted and a signature at handover, then the condition and completeness of the kit on return. Prometix captures accepted terms, signed handover and return checks.

Can demos be linked to sales opportunities?

Yes. In Prometix every opportunity has an owner, a stage, an expected close date and a next step, and demo bookings can be linked to the opportunity they support.

See it on your own workflows.

Bring a real contract, demo, job or tender. We'll show how it works in Prometix and talk through what your team needs.