Product Demo Preparation Checklist for High Sales Conversion

Download - FREE Product Demo Preparation Checklist Template

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Personalized product demos require meticulous preparation. Successful product or sales demos can’t be done on the fly. Sales Engineers (SEs) and Account Executives (AEs) in B2B SaaS companies are aware that more than 54% of prospects want to see how the product works in the first call.  

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We have curated a comprehensive preparation checklist to deliver product demos that convert into sales. There is good content on creating better product demos like the one created by Salesforce. This article will give you a ready-to-use product demo preparation checklist in Google Sheets which your sales team can use for each product demo on a daily basis. 

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Product Demo Preparation Checklist

Get FREE access to the Product Demo Preparation Checklist for a Successful Product Demo 

If you want to see how Pepsales software has automated this product demo preparation checklist for Sales Teams, speak to us. 

Harnessing the Ultimate Preparation Checklist for Successful Product Demos

We have curated this preparation checklist based on the best practices followed by B2B Sales Teams to conduct successful product or sales demos. 

Buyer Intelligence from Research

• Analyze buyer persona from CRM and website activity 
• Analyze buyer intent from buyer interaction and LinkedIn
• Map buying committee - users, champions, and decision-makers

Buyer Needs from Discovery

• List of pain points 
• List of business initiatives and roadblocks
• List of key performance indicators (KPIs) and business metrics 

Product Usage of Similar Customers 

• Identify  features and use cases of similar customers
• Review workflows created by similar customers
• Review product usage data to understand the value delivered to similar customers 

Demo Personalization

• “Rule of 3” - Identify the top 3 important things to show based on buyer research, discovery, and product usage of similar customers
• Narrate a story about product benefits in the language of the buyer 
• Map out the demo path personalized for industry, company, and persona

Demo Set-up

• Create a dedicated demo instance to show on the demo call 
• Create a leave-behind shareable product demo
• Populate the demo instance with realistic usage data

Demo Conversion

• Conversion to meeting with decision-maker
• Conversion to Proposal 
• Conversion to Closed-Won 

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Power of Personalized Product Demos for B2B SaaS Companies

• Personalized Product Demos are the biggest asset for a B2B SaaS product company.
• Personalized Product Demos directly impact your business metrics like increasing Demo to Proposal stage conversion, increasing Lead to Closed-Won stage conversion or “Win-rate”, increasing sales-ready qualified prospects, and increasing ACV (Annual Contract Value) or Deal Size.
• Personalized Product Demos address your prospective customers’ pain points and diagnose their business problems.
• Personalized Product Demos showcase your B2B SaaS product value to your customers.
• Personalized Product Demos increase your sales conversion and reduce the sales cycle.
• Personalized Product demos generate sales-ready qualified prospects from your website.
• Personalized Product Demos help you differentiate from your competition.

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Download Editable Checklist for Creating Successful Product Demos 

Mastering the Art of Successful Product Demos that convert to Sales

• Sales Teams must understand buyer persona and needs through research and customer discovery calls. 
• Showcase product benefits, use cases, and features to enable buyers to solve their pain points and achieve their business objectives. 
• A personalized product demo armed with buyer insights and product knowledge drives conversion.
• More than 44% of prospective buyers want to understand how similar organizations have used the product successfully.
• Impactful product demos require both business and technical expertise.
• Demo personalization software like Pepsales enables scalable and effective product demos
• High-performing B2B SaaS Sales Teams measure demo conversion in the sales funnel and iterate for pipeline movement. 

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Download Now - FREE Product Demo Preparation Checklist Template

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Speak to us at Pepsales to see how we have incorporated this checklist so that each demo can be tracked.