Preparing a Salesforce Demo – The 5 Stages
- Engage Users Based on Their Learning Style. Kinetic: they like to feel how something works. How will it meet their needs and let them have a go.
- Prep Work (Before you start building) Participate in a discovery exercise before you prepare the demo to elicit their pain points and high-level functional needs so you can tailor ...
- Building a Salesforce Demo. Add data that gives personalised touches to the client e.g. accounts or products that relate to their story.
- Prepare your Demo Script. Map out the proposed solutions so you know what to communicate. ...
- Demo Run Through. Have tabs open in your browser to speed up the demo where relevant – don’t jump through journey though.
How to build a Salesforce demo?
Building a Salesforce Demo Add data that gives personalised touches to the client e.g. accounts or products that relate to their story. Create records and data throughout to tell the customer story
How can you boost sales productivity with Salesforce?
Follow a sales rep as she flies through her day on a mobile device. See how you can boost sales productivity by bringing email, calendar, and CRM together with Salesforce. Get ready to spark user adoption as you run your business from your phone.
Why is delivering a demo important?
Delivering a great demo is an important skill to have to win over your audience – whether you are delivering the demonstration during a job interview or during your business analysis and training sessions.
How do I talk to a Salesforce expert?
Talk to an expert: 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl) *Source: Salesforce Customer Success Metrics Survey, conducted 2015-2019 among 7000+ customers randomly selected. Response sizes per question vary.
How do I create a demo in Salesforce?
0:193:48Salesforce Demo (Updated For 2020) - YouTubeYouTubeStart of suggested clipEnd of suggested clipView clicking on a leader. Opportunity users can see detailed. Information stages appear at the topMoreView clicking on a leader. Opportunity users can see detailed. Information stages appear at the top of the record.
How do I rock my next demo in Salesforce?
6:4638:36How to Rock Your Next Presentation and Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis is a sneak peek. Into kind of how we build our decks here at Salesforce. And this is one of ourMoreThis is a sneak peek. Into kind of how we build our decks here at Salesforce. And this is one of our keynotes from the past. And you can see you know we've got our title.
What is the main reason to include a demo in your presentation?
1What is the main reason to include a demo in your presentation? A. People learn from a demo because they can see how something is actually done.
What is SDO in Salesforce?
The SDO (Simple Demo Org) is the starting point for 10s of thousands (maybe hundreds of thousands) of demos every year by Salesforce SEs. It is the source org from which they do a “save as” to build all their customer demo environments. Getting into it should be the goal of most ISVs, but the process is non-linear.
How do I prepare for a teaching demo?
Preparing for the Teaching DemonstrationFollow Instructions. If you are given instructions by the department on the type of audience you are to be teaching, follow the instructions. ... Do Some Research. ... Cover the Appropriate Amount of Material—Less IS More. ... Engage Students in the Classroom.
How do you start a demo introduction?
To help you bring your product to life and make it look easy, here are my top 10 secrets to delivering an amazing demo:Exude Calm and Positive Energy. ... Have a Clear Beginning, Middle, and End. ... Before You Tell Them, Ask Them. ... Talk 20%, Listen 80% ... When You Do Talk, Pretend You're a News Anchor.More items...
How do you introduce a demo?
Plan to have three clearly defined parts:Before the demo: Briefly introduce yourself and your company. Set the context or background for the demo. ... The demo: Conventional advice is to start with your best or strongest components. ... After the demo: This is where you briefly reiterate what makes your product great.
What is the difference between demo and presentation?
A demonstration is designed to show directly how something—generally either a tool or a technique—works. A presentation presents information about something; the something could be a tool or technique that you discuss with or without demonstrating it.
What is Environment Hub in Salesforce?
The Environment Hub lets you connect, create, view, and log in to Salesforce orgs from one location. If your company has multiple environments for development, testing, and trials, the Environment Hub lets you streamline your approach to org management.
How do I create an environment hub in Salesforce?
Configure the Environment HubContact Salesforce to enable the Environment Hub in your org. If you're an ISV partner, you can skip this step. ... Log in to the org where the Environment Hub is enabled, and then go to Setup.Assign users access to features in the Environment Hub.
What is Partner Learning Camp?
Partner Learning Camp (PLC) is the primary learning destination to expand capabilities to meet customer needs now and in the future. Made just for Salesforce partners, PLC offers a growing list of on-demand training and engaging events, curated for all Partner Trailblazers (ISV, Consulting, Agencies and Resellers).
Track Progress with Burndown Lists
By now you know that preparations make or break a presentation. Staying on top of even the tiniest detail is important for success. But how do you know if you’re preparing properly? To plan for every possibility and not waste anyone’s time—including your own—create a burndown list.
Prop Up Your Presentation
In our experience, adding a fun factor to your demo is a great way to transform average presentations into meaningful ones. This brings us to a key item on your burndown list: preparing props and actors.
Set It Up
You now have the first item checked off on your burndown list. What’s next? It’s time to set up your devices for the big day.
Never Break the Magic
Don't break the magic of your flawless demo by making your customers wait for screens to load. Instead:
Swipe to Success
When your demos span several products or services—in Salesforce’s world, examples would be Sales Cloud, Service Cloud, and Marketing Cloud—you can transition clearly between screens by taking advantage of desktops in MacOS.
Lights, Screencast, Action!
Next, set up QuickTime as your primary iPhone screencasting software and AirDroid as your primary Android screencasting software. Both are far less likely to crash than AirServer, a screen-mirroring program, and are easy to use.
Part One
Follow a sales rep as she flies through her day on a mobile device. See how you can boost sales productivity by bringing email, calendar, and CRM together with Salesforce. Get ready to spark user adoption as you run your business from your phone.
Part Two
Maximize productivity with optimized work areas for inside sales and field sales. Reach your prospects faster, build better relationships and convert more leads with built-in sales insights, coaching, marketing visibility, task automation and a streamlined user interface.
Part Three
Stay connected to all the details you need to win more — including team activities, competition, quotes and more. Collaborate better while minimizing data entry and email.
Part Four
Unlock AI-driven insights into your forecast and team’s opportunities. Leverage preconfigured dashboards that focus on whitespace, activity and trending. Personalize your view of Salesforce with a drag-and-drop page editor.