Pixel perfect demo's for our sales team
Use Cases and Deployment Scope
As Chief Product Officer, I was tasked with figuring out a better demo environment for our sales team. Our internal teams use our software, so for a while, we demoed out of our production instance. That production account became problematic to keep clean and organized. Taking engineering resources away from our roadmap to create a demo environment was not an option. Our CRO rejected the idea of recorded videos and our CTO rejected making a coping of our environment for security reasons.
We tried Saleo because it's using a real production account with no fake URL's. The amount of prep time our SolCon team spends building a custom demo went from hours to minutes. Our velocity team can grab an industry template and show the prospect our product in the context of their business. One of the side benefits that I did not expect is the product marketing team uses Saleo for new features and release marketing.
We tried Saleo because it's using a real production account with no fake URL's. The amount of prep time our SolCon team spends building a custom demo went from hours to minutes. Our velocity team can grab an industry template and show the prospect our product in the context of their business. One of the side benefits that I did not expect is the product marketing team uses Saleo for new features and release marketing.
Pros
- Industry Templates that can be easily shared and used by sales
- Creation of custom demo's by Sales Engineers in minutes
- Reducing prep time for demos. Click on a template and go.
Cons
- When we first rolled out, it was hard to changing a data point in multiple places quickly. This was just fixed by the roll out of personalization strings.
- We have very complex tables. At first the table editor needed some help handling the nesting. The newest release of Saleo fixed the issue we had.
Most Important Features
- Template Sharing
- Personalization Strings
- Table editing
Return on Investment
- We've reduced prep time for demo's by hours per demo
- Our commercial sales (velocity business) now demo's on their own with no help from SolCon
- For large enterprise deals, we create a custom demo every time now. That was not possible before Saleo
Alternatives Considered
Walnut and Demostack
