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Goals

A sales leave-behind is exactly what it sounds like: simply put, it is something you leave with prospective customers to maintain momentum after an initial conversation. Interactive demos make great sales leave-behinds by reinforcing the most memorable moments of your conversation, educating prospects on your product, and enabling your champions in the procurement process, especially if additional stakeholders are joining the conversation on a rolling basis. For a complex buying process with multiple decision-makers, an interactive demo is an excellent way to accelerate the sales process.

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Recommendations

For leave-behind or enablement demos, we recommend creating multiple bite-sized demos that showcase different aspects of your product. When a call covers a specific feature, use case, or persona, reps can link to the most relevant demo in their follow-up emails. Advanced tips to get the most from this use case:

• Customize demos for your recipients with a watermark, personal video greeting, or personalization variables
• Repurpose existing demos and use Find and Replace to add your prospect’s company names and logos, providing a highly personalized experience
• Identify recipients who open your demo with query strings or Account-Based Engagement - both methods help you identify visitors without using a form gate
• See viewer activity via integration with Slack or your CRM
• Embed your Calendly or Chili Piper booking link to encourage prospects to schedule a follow-up - add this and/or other CTAs right after a “wow moment” in your demo

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Customer Examples

Below are some customer examples we love. Keep an eye out for the recommendations highlighted above.

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Implementation Guide

Sales enablement is the most common sales use case for interactive product demos. Follow the guidance below to create engaging assets for your champions to circulate in no time.

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1. Content

Make it user-friendly: Your audience in this use case may be time-constrained. Include navigation buttons and value-driven copy to convey important points quickly. Keep each flow under 15 steps to encourage completion. Make it interactive: Use tooltips, triggers, and beacons to let viewers experience using the product or envision how to integrate it in their day to day. Make it personal: Consider presenting multiple options in your demo to accommodate different stakeholder personas, features, or use cases.

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2. CTAs

Be direct: Include a single CTA at the end of the demo that pushes prospective customers towards the next step in your sales cycle. Consider your audience and get creative: Use the appropriate CTA for each part of the sales journey. Consider linking to customer testimonials, a pricing page, a reference call scheduling page, or other pieces of sales collateral that are well-received by prospects. Champions and other stakeholders who attended a live demo may have some product familiarity already and could be ready to skip ahead. Turn on Escape View to make your demo CTAs accessible at any time.

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3. Deployment

Provide options: Organize demos for various features or buyer personas to help enable your champion. Embed demos side by side on a custom landing page, or use a checklist to present a list of options. **Share context: **Include a short introduction to your demo, or descriptions under each checklist item, so viewers can identify the most relevant experience **Try ungating: **Remember, sales-leave behinds are used to maintain momentum in the sales cycle. Consider ungating to reduce friction and use query strings or Account-based engagement instead.

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4. Recommended Structure

Steps 1-2: Share the context for your demo. What does this product do? When is it used? (Klue’s Triage Mode demo is a great example) Steps 3-9: Use Tooltips, Beacons, and Triggers to create an interactive experience. Keep text minimal to keep the focus on your product and reinforce those “wow” moments from your previous conversation. Steps 10-15: What is the next step for qualified prospects? Conclude your demo with 1 direct CTA that is related to the next step in your sales process.