What tools or technology will you need?
Posted: Thu Jan 23, 2025 7:04 am
Step 5: Choose and test your sales demo tools
Will your sales demo be delivered remotely or through some other means? To provide as much support as possible, try to be available to demo your product or service in the way that works best for your potential customer.
It's not uncommon, for example, to walk customers through a sales demo over the phone, live chat, or email. But face-to-face presentations are often more effective.
Livestorm: Browser-based webinars
If you can't meet in person, consider using a video conferencing tool or video conferencing software like Livestorm (which can be integrated with the Pipedrive CRM) to present your product or service. Just make sure the video chat technology founder email list you choose allows for easy screen sharing and includes features designed to streamline the demo sales process before, during and after your event.
Livestorm's suggestion is to look for a tool that:
Is browser-based (to increase support and increase security)
Have engagement features (including chat, questions, and polls)
Make automatic recordings
Include marketing features
Provide advanced analytics
Facilitate team collaboration
You may also consider taking advantage of Pipedrive's valuable features and plugins like Scheduler to set up and manage your sales demo invitations.
Whatever sales tools or technology you use, be sure to leave enough time to get familiar with what it can do and verify that it works the way you need it to well before the demo.
Will your sales demo be delivered remotely or through some other means? To provide as much support as possible, try to be available to demo your product or service in the way that works best for your potential customer.
It's not uncommon, for example, to walk customers through a sales demo over the phone, live chat, or email. But face-to-face presentations are often more effective.
Livestorm: Browser-based webinars
If you can't meet in person, consider using a video conferencing tool or video conferencing software like Livestorm (which can be integrated with the Pipedrive CRM) to present your product or service. Just make sure the video chat technology founder email list you choose allows for easy screen sharing and includes features designed to streamline the demo sales process before, during and after your event.
Livestorm's suggestion is to look for a tool that:
Is browser-based (to increase support and increase security)
Have engagement features (including chat, questions, and polls)
Make automatic recordings
Include marketing features
Provide advanced analytics
Facilitate team collaboration
You may also consider taking advantage of Pipedrive's valuable features and plugins like Scheduler to set up and manage your sales demo invitations.
Whatever sales tools or technology you use, be sure to leave enough time to get familiar with what it can do and verify that it works the way you need it to well before the demo.