{"id":16881,"date":"2024-01-18T19:54:57","date_gmt":"2024-01-18T16:54:57","guid":{"rendered":"https:\/\/railsware.com\/blog\/?p=16881"},"modified":"2026-03-02T13:40:11","modified_gmt":"2026-03-02T10:40:11","slug":"product-demos","status":"publish","type":"post","link":"https:\/\/railsware.com\/blog\/product-demos\/","title":{"rendered":"How to Give Product Demos That Win Customers"},"content":{"rendered":"\n<div class=\"intro-text\">Words can\u2019t always convey the true value of your product. Sometimes, a potential customer needs more than a video or some website copy to understand how they can benefit from your solution. And this is what makes a product demo a powerful tool in your sales and marketing arsenal.<\/div>\n\n\n\n<p>For this article, we spoke to Julia Romanenkova, our <a href=\"https:\/\/titanapps.io\/\">TitanApps<\/a> Product Lead, and Oleksandr Khrystiuk, our <a href=\"https:\/\/www.coupler.io\/\">Coupler.io<\/a> Sales Account Manager, to learn what it takes to deliver outstanding product demos.<\/p>\n\n\n\n<p>We\u2019ve packaged their advice into this \u2018Before, During, and After\u2019 guide. So, whether you\u2019re a product manager preparing to host your first sales demo, or a junior sales rep still learning the ropes, you\u2019ll find a bunch of practical tips here.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1260\" src=\"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image.jpg\" alt=\"\" class=\"wp-image-16887\" srcset=\"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image.jpg 2400w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image-360x189.jpg 360w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image-1024x538.jpg 1024w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image-768x403.jpg 768w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image-1536x806.jpg 1536w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image-2048x1075.jpg 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Why we run product demos at Railsware<\/h2>\n\n\n\n<p>Let\u2019s start with a little background. At Railsware, we host product demonstrations for a few different reasons: to help close deals for <a href=\"https:\/\/railsware.com\/products\/\">our SaaS products<\/a>, to onboard new customers or team members, to showcase our products to solution\/affiliate partners, and to keep the wider team up-to-date with product changes. But today, we\u2019ll focus on the first one: running <strong>product demos to acquire new customers<\/strong>.<\/p>\n\n\n\n<p>These are 30-minute to one-hour live demos that take place online. Prospects can hit the \u2018Book a demo\u2019 or \u2018Talk to an Expert\u2019 buttons on one of our product websites \u2013 Coupler.io, <a href=\"https:\/\/mailtrap.io\/\" title=\"Mailtrap\">Mailtrap<\/a>, and TitanApps \u2013 and automatically receive a <a href=\"https:\/\/calendly.com\/\" title=\"\">Calendly<\/a> link. Once the meeting is set up, we start the following process behind the scenes\u2026<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Preparing for the demo<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Do your research<\/h3>\n\n\n\n<p>Learn all that you can about the prospective customer before the scheduled demo. Ideally, you should ask them to fill out a short survey a few days in advance (we use Google Forms, Typeform, or even <a href=\"https:\/\/www.leadquizzes.com\/blog\/typeform-alternatives\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Typeform alternatives<\/a>). <\/p>\n\n\n\n<p>You can also share the <a href=\"https:\/\/scanova.io\/blog\/qr-code-for-a-survey\/\" target=\"_blank\" rel=\"noopener\" title=\"\">survey via a QR code<\/a> in your meeting invites or reminder emails to make it more accessible. You might include questions like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Is there something in particular you would like to learn more about during our meeting?<\/li>\n\n\n\n<li>Can you share anything that would help us prepare for the upcoming meeting?<\/li>\n\n\n\n<li>Do you have any questions about our product?<\/li>\n\n\n\n<li>Do you need help setting up X <a href=\"https:\/\/railsware.com\/blog\/product-features\/\" title=\"\">feature<\/a>? (in our Coupler.io product, that\u2019s usually a data import)<\/li>\n<\/ul>\n\n\n\n<p>Regardless, you can\u2019t count on a survey to give you a well-rounded picture of the prospect\u2019s needs. Sometimes, they might not even fill it out (although you can always follow up via email before the call).<\/p>\n\n\n\n<p>In any case, you should gather information from a variety of other sources, such as their chat history with your support team, early interactions with the product, your internal Slack discussions, LinkedIn, email threads, and notes inside the calendar invite itself.<\/p>\n\n\n\n<p>Exactly where you go to dig for information will depend on your sales and <a href=\"https:\/\/www.omnisend.com\/blog\/customer-acquisition-strategies\/\" target=\"_blank\" rel=\"noopener\" title=\"\">customer acquisition strategies<\/a>, the tools you use, and the maturity of your product\/organization.<\/p>\n\n\n\n<p>But the \u2018how\u2019 of pre-demo customer research isn\u2019t what\u2019s important; it\u2019s more about grasping the problem at hand. You need to understand what the prospect expects from the call (product walkthrough, help with a specific issue) and how you can best serve them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Prep your demo account, product resources, and meeting tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to your demo account well in advance of the meeting. Double-check that all features, particularly those your prospect has expressed interest in, work as expected.\n<ul class=\"wp-block-list\">\n<li>For example, when we prepare for Coupler.io product demos, we make note of the sources\/destinations the prospect is asking about (say, Slack to Google Sheets). Shortly before the demo, we execute such an example to review all integration features and ensure the meeting goes as smoothly as possible.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Even if you know the product inside-out, there\u2019s no harm in revising any brand guidelines, tech documentation, or knowledge bases before a call. It\u2019s also a good idea to have these resources open during the call, so you can refer to them on the fly.\n<ul class=\"wp-block-list\">\n<li>The rapid growth of TitanApps prompted our marketing team to create a glossary of features. Now, the names and purposes of features are clearly outlined, ensuring consistency when features are discussed with external stakeholders.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<div class=\"post-quote\" style=\"display: flex; position: relative;\">\n<div class=\"post-quote-mark\" style=\"position: absolute; font-size: 100px; top: -52px; font-family: sans-serif; color: #4ba9e7; left: 0px; font-weight: bold;\">\u201c<\/div>\n<div style=\"display: flex; flex: 1 0 auto; flex-direction: column; font-weight: bold; color: #333333; align-items: center; text-align: center; margin-right: 50px;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-11983\" src=\"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2023\/02\/My-project-1-2.png\" alt=\"Julia Romanenkova on product demos\" width=\"180\" height=\"180\">\n<h4>Julia Romanenkova<\/h4>\n<p style=\"margin-bottom: 0; color: #999;\">Product Lead at TitanApps<\/p>\n<\/div>\n<div style=\"color: #666; padding-right: 40px;\">\n<p>About 50% of the time, something goes wrong. A new bug appears, the server refuses the connection, or someone managed to delete your data. You can\u2019t prepare for everything, but whatever happens, don\u2019t panic \u2013 other people are used to dealing with mishaps like that. Make a joke about it, find a quick solution, or move on to something else.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">3. Invite the right team specialists to the call (optional)<\/h3>\n\n\n\n<p>Maybe you don\u2019t have a dedicated sales team for your product. Or maybe you have an <a href=\"https:\/\/railsware.com\/blog\/build-mvp\/\" title=\"\">MVP<\/a>\/growing product and you\u2019re preparing to acquire your first customers.<\/p>\n\n\n\n<p>In either case, it\u2019s good to have more than one product representative attend a call with potential customers. The key is to invite a few team members with different roles and skill sets. For instance, if you know that the prospect wants to discuss a tech integration, you would invite an engineer to the call. If the prospect expressed interest in promoting your product, then a sales representative is a must-have attendee.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>As we mentioned, we\u2019re currently growing our TitanApps ecosystem, and with scaled marketing efforts come a lot of product demos. Since most of our Smart Tools are MVPs, and we don\u2019t have a dedicated sales team, product demos are attended by a product manager, marketing lead, sales account manager, and even our Railsware CEO.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to run a great product demo<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Don\u2019t be \u2018salesy\u2019<\/h3>\n\n\n\n<p>A product demo isn\u2019t the same as a <a href=\"https:\/\/vengreso.com\/blog\/sales-pitch\" target=\"_blank\" rel=\"noopener\" title=\"\">sales pitch<\/a>. Rather, it should have the cadence and lightheartedness of a conversation. So, start the call with a few minutes of small talk, and then ask the prospect to describe the problem they are trying to solve.<\/p>\n\n\n\n<p>For example, you might ask a variation of: \u2018We would love to hear more about what your company does and what you\u2019d like to accomplish by using a product like ours?\u2019<\/p>\n\n\n\n<p>Whatever you do, don\u2019t overwhelm the prospect with salesy, intrusive questions \u2013 especially at the beginning. Show a genuine interest in their problem and focus on the solutions you can bring.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Show value right away<\/h3>\n\n\n\n<p>Don\u2019t just explain why your product is more unique than market alternatives. Instead, show the prospect <em>exactly<\/em> what they have to gain by choosing your solution.<\/p>\n\n\n\n<div class=\"post-quote\" style=\"display: flex; position: relative;\">\n<div class=\"post-quote-mark\" style=\"position: absolute; font-size: 100px; top: -52px; font-family: sans-serif; color: #4ba9e7; left: 0px; font-weight: bold;\">\u201c<\/div>\n<div style=\"display: flex; flex: 1 0 auto; flex-direction: column; font-weight: bold; color: #333333; align-items: center; text-align: center; margin-right: 50px;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-11983\" src=\"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/T02A79X9L-U03JRSWQZ3K-eb39da95607c-512-modified.png\" alt=\"Oleksandr Khrystiuk on product-led growth\" width=\"180\" height=\"180\">\n<h4>Oleksandr Khrystiuk<\/h4>\n<p style=\"margin-bottom: 0; color: #999;\">Sales Account Manager at Coupler.io<\/p>\n<\/div>\n<div style=\"color: #666; padding-right: 40px;\">\n<p>I believe in the product-led growth approach. Simply put: If your product doesn\u2019t do what it\u2019s advertised to do, nobody\u2019s going to buy it. A demo is an opportunity to highlight product value. Show people what they can achieve, share tailored use case examples, and explain what else is possible.<\/p>\n<\/div>\n<\/div>\n\n\n\n<p>Share use cases that align with their needs. For example, if you have a project management platform, and the prospect mentioned they are struggling to keep their remote team connected, highlight features that empower communication and collaboration. Explain how using X feature can help them achieve their business goals (e.g. increased productivity, higher morale, time\/money savings, etc.).<\/p>\n\n\n\n<p>Briefly introduce other features that the customer could potentially benefit from, based on their industry\/niche\/specific problem. Mention upcoming releases in your <a href=\"https:\/\/railsware.com\/blog\/public-roadmap\/\">public roadmap<\/a> (if you have one), and explain how they can reach out to you with feedback or feature requests in the future.<\/p>\n\n\n\n<p>For more on this topic, read our guide on how to define, create, and measure <a href=\"https:\/\/railsware.com\/blog\/product-value\/\" title=\"\">product value<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Share the appropriate level of detail<\/h3>\n\n\n\n<p>Don\u2019t delve into the technical intricacies of your solution with a marketing manager or business development representative. You don\u2019t need to prepare a script in advance, but you should always cater to the audience\u2019s knowledge level.<\/p>\n\n\n\n<p>This is easier to do when you understand who your different customers are. That\u2019s why we\u2019d recommend using the <a href=\"https:\/\/railsware.com\/blog\/jobs-to-be-done-examples\/\">Jobs to Be Done framework<\/a> before you start your sales activities. The framework will allow you to flesh out customer profiles (for example, at Coupler.io, we have about 6) and gain a deeper understanding of their pain points. Then, you can tailor the demo content to each of your profile\u2019s needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Collect BANT information<\/h3>\n\n\n\n<p>BANT is a sales qualification technique and an acronym for <strong>B<\/strong>udget, <strong>A<\/strong>uthority, <strong>N<\/strong>eed, and <strong>T<\/strong>iming. By getting answers to BANT questions, you\u2019ll be better prepared to guide the prospect during the next steps. It\u2019s also crucial data for your sales metrics. <a href=\"https:\/\/flowstatesales.com\/resource-hub\/bant-vs-pact\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Comparing BANT and PACT data<\/a> helps the sales team prepare more effective strategies for SaaS businesses.<\/p>\n\n\n\n<p><strong>Budget: <\/strong>What pricing plan are they considering?<\/p>\n\n\n\n<p><strong>Authority: <\/strong>Who is the decision-maker?<\/p>\n\n\n\n<p><strong>Need:<\/strong> What impact will it have on the business if they don\u2019t solve the problem?<\/p>\n\n\n\n<p><strong>Timing:<\/strong> How quickly do they need to implement the product and how urgent is their use case?<\/p>\n\n\n\n<p>The key is to ask these questions gently, and with discretion. As we mentioned above: Instead of asking \u2018What is your budget?\u2019, share the screen with your <a href=\"https:\/\/railsware.com\/blog\/b2b-saas-pricing\/\" title=\"\">pricing plans<\/a> and ask which one they\u2019ve been considering. Prompt people to share what they\u2019re comfortable with, and don\u2019t be pushy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to know if a sales demo went well?<\/h2>\n\n\n\n<p>Truthfully, it won\u2019t take long to find out if your product demonstration was successful. In the days or weeks following, the prospect will either engage with your product\/team in some new way (e.g. subscribe, promote to a higher pricing tier, join your partnership program, ask more questions), or they won\u2019t. It\u2019s that simple.<\/p>\n\n\n\n<p>But while you\u2019re waiting to see, here are a couple of clues that your meeting went well:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>They asked the right questions. <\/strong>Did they show interest in certain features or functionality? Did they ask for clarification on some of your points? Engaged prospects don\u2019t typically stay silent, so if they ask a lot of specific questions, you might have a winner on your hands.<\/li>\n\n\n\n<li><strong>You caught an <em>Aha! <\/em>moment. <\/strong>Usually, when<strong> <\/strong>prospects initiate demo calls, it&#8217;s because they\u2019ve got a handful of questions they need answers to. Maybe they don\u2019t understand how some aspect of the product works, or how your affiliate program can benefit them. If you answered their questions and saw a \u2018<em>Hey, I get it now<\/em>\u2019 moment, that\u2019s a good sign.<\/li>\n<\/ul>\n\n\n\n<p>Even if your demo didn\u2019t help you close a deal, don\u2019t write it off as a waste of time. Live demos are excellent opportunities to gather feedback about your product. Think of it this way: an unsuccessful demo is just another <a href=\"https:\/\/railsware.com\/blog\/customer-development-process\/\">CustDev session<\/a> ticked off your list. And that\u2019s especially valuable when you\u2019ve got an early-stage product or you\u2019re planning some new features. Use the information your prospects shared to build a more robust, competitive solution.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What to do after the product demo<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Organize your learnings<\/h3>\n\n\n\n<p>Create a central hub for documenting call notes and results. You don\u2019t need anything fancy; a simple spreadsheet can suffice. This will help you measure progress in sales activities and track success over time. It can also be a valuable resource for other team members, such as customer support specialists. We\u2019d recommend using a <a href=\"https:\/\/www.refrens.com\/rf-sales-crm\" target=\"_blank\" rel=\"noopener\" title=\"\">sales CRM<\/a> system, like Pipedrive, to keep a more detailed account of the client profile.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Follow up promptly<\/h3>\n\n\n\n<p>Shortly after the call, send an email with a link to the recording (in case they need to rewatch it later) and links to other relevant resources. For example, depending on their use case(s), you might link to the product help center, demo videos of features, or how-to articles from the blog.<\/p>\n\n\n\n<p>Don\u2019t forget to attach sales assets too, such as a one-pager or your sales deck \u2013 particularly if the potential customer is comparing your offering against other providers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Keep an eye on new subscribers<\/h3>\n\n\n\n<p>In the days and few weeks following the demo, look out for the prospect in your list of new subscribers (Tip: you might even automate these notifications). If there is little activity in their account, or they haven\u2019t signed up at all, you could send one last follow-up to find out where they stand. If you don\u2019t get a response, it\u2019s time to move on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tools for product demos<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/calendly.com\/\">Calendly<\/a> &#8211; for scheduling meetings without any back-and-forth hassle.<\/li>\n\n\n\n<li>Zoom &#8211; for running meetings with multiple participants and recording calls.<\/li>\n\n\n\n<li><a href=\"https:\/\/riverside.fm\/transcription\">Riverside<\/a> &#8211; for transcriptions of audio files, so you don&#8217;t have to take detailed notes during the call&nbsp;<\/li>\n\n\n\n<li>Google Docs &#8211; for taking quick notes throughout the meeting<\/li>\n\n\n\n<li>Google Sheets &#8211; for logging notes after the call and maintaining a database of product demo results.<\/li>\n\n\n\n<li><a href=\"https:\/\/coda.io\/\">Coda<\/a> &#8211; for documenting repeatable sales processes, such as how to run an ideal demo call.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Final takeaways<\/h2>\n\n\n\n<p>Now let\u2019s wrap this article up with a reminder of the most important dos and don\u2019ts for running product demos:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"884\" src=\"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/2_1520-x-1312_Product-demo-1024x884.png\" alt=\"\" class=\"wp-image-16885\" srcset=\"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/2_1520-x-1312_Product-demo-1024x884.png 1024w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/2_1520-x-1312_Product-demo-360x311.png 360w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/2_1520-x-1312_Product-demo-768x663.png 768w, https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/2_1520-x-1312_Product-demo.png 1520w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Heads up \u2013 there&#8217;s more where this came from! Railswarians regularly share expert advice on our blog, on everything from <a href=\"https:\/\/railsware.com\/blog\/product-management-pitfalls\/\" title=\"how to avoid product management pitfalls\">how to avoid product management pitfalls<\/a>, to <a href=\"https:\/\/railsware.com\/blog\/how-to-market-new-product\/\" title=\"\">how to get the first paying customers for your new product<\/a>. Browse our latest posts to learn something new and get a sense of how we do things here :)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Words can\u2019t always convey the true value of your product. Sometimes, a potential customer needs more than a video or some website copy to understand how they can benefit from your solution. And this is what makes a product demo a powerful tool in your sales and marketing arsenal. For this article, we spoke to&#8230;<\/p>\n","protected":false},"author":93,"featured_media":16886,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[365],"tags":[],"coauthors":["Leonie Lacey"],"class_list":["post-16881","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insights"],"acf":[],"aioseo_notices":[],"categories_data":[{"name":"Insights","link":"https:\/\/railsware.com\/blog?category=insights"}],"post_thumbnails":"https:\/\/railsware.com\/blog\/wp-content\/uploads\/2024\/01\/product_demos_image.jpg","amp_enabled":true,"_links":{"self":[{"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/posts\/16881","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/users\/93"}],"replies":[{"embeddable":true,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/comments?post=16881"}],"version-history":[{"count":24,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/posts\/16881\/revisions"}],"predecessor-version":[{"id":18837,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/posts\/16881\/revisions\/18837"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/media\/16886"}],"wp:attachment":[{"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/media?parent=16881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/categories?post=16881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/tags?post=16881"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/railsware.com\/blog\/wp-json\/wp\/v2\/coauthors?post=16881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}