{"id":2703,"date":"2020-09-23T08:00:52","date_gmt":"2020-09-23T12:00:52","guid":{"rendered":"http:\/\/blog3.canny.io\/wordpress\/?p=2703"},"modified":"2024-10-29T19:38:14","modified_gmt":"2024-10-29T23:38:14","slug":"how-to-conduct-a-remote-saas-demo-that-converts","status":"publish","type":"post","link":"https:\/\/canny.io\/blog\/how-to-conduct-a-remote-saas-demo-that-converts\/","title":{"rendered":"How to conduct a remote SaaS demo that&nbsp;converts"},"content":{"rendered":"<p>If you work in SaaS, the chances are that product demos are a regular part of your work. You might conduct all your demos online or have recently pivoted to online demos due to the ongoing COVID-19&nbsp;pandemic.<\/p>\n<div class=\"callout\">\n<p><strong>A great SaaS demo should achieve one main&nbsp;goal:<\/strong><\/p>\n<p>Convince your prospect that your solution will help them achieve their goals or solve their&nbsp;problem.<\/p>\n<\/div>\n<p>Fortunately, it\u2019s entirely possible to achieve this&nbsp;online.<\/p>\n<p>To help you, I\u2019ve compiled a list of steps to help you conduct a remote SaaS demo that converts prospects into clients. Let\u2019s get&nbsp;going!<\/p>\n<p><!--HubSpot Call-to-Action Code --><span id=\"hs-cta-wrapper-e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa\" class=\"hs-cta-node hs-cta-e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa\"><!-- [if lte IE 8]>\n\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n\n<![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/5705808\/e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" id=\"hs-cta-img-e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa\" class=\"hs-cta-img aligncenter lazyload\" style=\"--smush-placeholder-width: 1300px; --smush-placeholder-aspect-ratio: 1300\/642;border-width: 0px;\" data-src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/5705808\/e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa.png\" alt=\"Canny free trial\" width=\"1300\" height=\"642\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(5705808, 'e1d55d08-a2cf-44a3-a9a0-f3ca5ff21dfa', {\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code --><\/p>\n<h2>Start with a discovery call<\/h2>\n<p>Too many SaaS salespeople make the mistake of diving straight into a demo without doing a discovery&nbsp;call.<\/p>\n<p>If you\u2019re not sure whether this step is really necessary, consider the fact that sales reps that skip the discovery phase are 73% less likely to&nbsp;convert.<\/p>\n<h3>A discovery call should achieve the following:<\/h3>\n<ul>\n<li>Decide whether your product is a good fit for this&nbsp;prospect.<\/li>\n<li>Understand client concerns. What problems are they facing and what outcomes are they looking&nbsp;for?<\/li>\n<li>Establish&nbsp;rapport.<\/li>\n<li>Convince the prospect to attend the&nbsp;demo.<\/li>\n<\/ul>\n<p>A discovery call should take less than 30 minutes, and is one of the most vital steps in your marketing funnel. Considering how much a discovery call can boost your conversion rate, there is absolutely no reason to skip&nbsp;it.<\/p>\n<h2>Schedule the SaaS demo<\/h2>\n<p>Try to schedule the demo at the end of the discovery call. If the prospect isn\u2019t able to commit to a specific time right away, send an email with suggested slots&nbsp;immediately.<\/p>\n<h3>Here are some basic guidelines for scheduling your demo:<\/h3>\n<ul>\n<li>Aim to hold the demo within <strong>five business days<\/strong> of the discovery&nbsp;call.<\/li>\n<li><strong>Keep it short<\/strong> (45 minutes or&nbsp;less).<\/li>\n<li>The best time of day for a demo is <strong>3 PM to 5&nbsp;PM.<\/strong><\/li>\n<li><strong>Involve all key stakeholders<\/strong> and ensure you\u2019ll be talking to someone with decision-making&nbsp;responsibilities.<\/li>\n<li><strong>Send the meeting invite<\/strong> and link in plenty of&nbsp;time.<\/li>\n<\/ul>\n<p>Once you\u2019ve scheduled the demo, it\u2019s time to get to work on making sure it&nbsp;converts.<\/p>\n<h2>Create\u2014and stick to\u2014an agenda<\/h2>\n<p>\u201cFailing to plan is planning to fail,\u201d as the saying goes. Therefore, going into a meeting without a clear agenda is a big&nbsp;mistake.<\/p>\n<p>Create an agenda in plenty of time and send it to everyone who will be attending the demo for their&nbsp;input.<\/p>\n<h3>Here is an example of a SaaS demo agenda that has a good chance of landing a sale:<\/h3>\n<ul>\n<li><strong>Intro (5 minutes):<\/strong> Connect with the prospect and establish&nbsp;trust.<\/li>\n<li><strong>Set the tone (5 minutes):<\/strong> Summarize the talking points from the discovery call, focusing on the prospect\u2019s pain points and&nbsp;concerns.<\/li>\n<li><strong>Propose the solution (15 minutes):<\/strong> Demonstrate how your solution will help solve the client\u2019s most significant pain&nbsp;points.<\/li>\n<li><strong>Q&amp;A (5 minutes):<\/strong> Time for the client to ask any&nbsp;questions.<\/li>\n<li><strong>Discuss the next steps (5 minutes):<\/strong> Know more about the prospect\u2019s decision-making process, including procurement timelines. Find out what the client needs to decide whether or not to purchase your&nbsp;solution.<\/li>\n<\/ul>\n<p>Creating an agenda and sticking to it lets everyone know what to expect and ensures you\u2019re all on the same page. It also avoids wasting the prospect\u2019s&nbsp;time.<\/p>\n<h2>Prepare for the presentation<\/h2>\n<p>While the best sales pitches feel spontaneous, they are actually the result of intense preparation. The worst thing you can do before a SaaS product demo is&nbsp;under-prepare.<\/p>\n<h3>Follow these tips to ensure you\u2019re fully prepared:<\/h3>\n<ul>\n<li><strong>Test your equipment and network connection.<\/strong> Always prepare a backup connection option, just in&nbsp;case.<\/li>\n<li><strong>Build a demo playbook.<\/strong> This should contain product features, success stories, <a href=\"https:\/\/canny.io\/blog\/effective-product-case-studies\/\" target=\"_blank\" rel=\"noopener noreferrer\">case studies<\/a>, and <a href=\"https:\/\/canny.io\/blog\/defining-value-propositions\/\">value&nbsp;propositions<\/a>.<\/li>\n<li><strong>Make sure you have everything you need<\/strong> before you start the&nbsp;call.<\/li>\n<li><strong>Use relatable sample data.<\/strong> This will help the prospects picture themselves using your&nbsp;solution.<\/li>\n<li><strong>Prepare for objections.<\/strong> Your prospect will probably be doubtful for most of the demo. Know your solution inside out and have answers to common objections&nbsp;prepared.<\/li>\n<li><strong>Practice with your colleagues.<\/strong> Rehearsing your demo and collecting feedback will help identify strong points and areas for&nbsp;improvement.<\/li>\n<\/ul>\n<p>Louis Pasteur once said, \u201cChance favors the prepared&nbsp;mind.\u201d<\/p>\n<p>Take control of the situation by ensuring you\u2019re adequately prepared, and your product demo will be a&nbsp;breeze.<\/p>\n<h2>Personalize, personalize, personalize<\/h2>\n<p>If you want to convince the prospect to buy, your demo must be tailored to them. A generic demo simply won\u2019t cut&nbsp;it.<\/p>\n<p>Here are some ways you should personalize your product demo&nbsp;meeting.<\/p>\n<h3>Build rapport<\/h3>\n<p><a href=\"https:\/\/business.linkedin.com\/sales-solutions\/b2b-sales-strategy-guides\/the-state-of-sales-report#\" target=\"_blank\" rel=\"noopener noreferrer\">According to LinkedIn<\/a>, trust is the most critical factor that influences a purchase. The more a prospect trusts you, the more likely they are to buy from you. To get them to like your product, you need to get them to like you&nbsp;first.<\/p>\n<p>Therefore, building rapport at the start of the meeting is essential. First impressions are hard to overcome, so ensure you start off on the right&nbsp;foot.<\/p>\n<p>Never jump into sales talk right away. Instead, take a few minutes to make small talk and build a human-to-human connection with&nbsp;them.<\/p>\n<h3>Put the prospect at the heart of the story<\/h3>\n<p><a href=\"https:\/\/www.forbes.com\/sites\/groupthink\/2013\/12\/19\/how-you-can-master-the-art-of-good-story-selling\/\" target=\"_blank\" rel=\"noopener noreferrer\">Story-selling<\/a> is a highly effective form of marketing. Instead of simply telling the prospect that your product is amazing, you need to tell them a story that shows how it can help&nbsp;them.<\/p>\n<p><strong>Follow these tips to tell your prospective client a compelling&nbsp;story:<\/strong><\/p>\n<ul>\n<li><strong>Make your prospect the main character.<\/strong> In other words, put them front and center at all&nbsp;times.<\/li>\n<li><strong>Paint a vision <\/strong>of a world where your prospect has solved the main problem with which they are struggling. How would that look? Show them how much easier work and life would be if they implemented your&nbsp;solution.<\/li>\n<li><strong>Sum up how your solution<\/strong> will take them from where they are now to where they want to&nbsp;go.<\/li>\n<li><strong>Use <a href=\"https:\/\/canny.io\/blog\/saas-businesses-visual-social-proof\/\" target=\"_blank\" rel=\"noopener noreferrer\">social proof<\/a><\/strong> from clients who have used your product to solve a similar&nbsp;problem.<\/li>\n<\/ul>\n<p>By getting the prospect emotionally invested in their desired outcome, you allow them to envision precisely how your solution will help them achieve&nbsp;it.<\/p>\n<h2>Focus on value<\/h2>\n<p>I don\u2019t particularly like the term \u201cproduct demo.\u201d It conjures up an image of those door-to-door salesmen of&nbsp;old.<\/p>\n<p>This is not what you want your prospect to be thinking of as you demonstrate your product to&nbsp;them!<\/p>\n<p>Your job is to convince the prospective client that they need your solution. The best way to do that? Focus on benefits, not features. In other words, put less emphasis on all the cool things your product can do, and more emphasis on how it can solve this specific prospect\u2019s&nbsp;problems.<\/p>\n<p>Too many sales reps demonstrate the features of their solution without any clear agenda or context. Remember the story we told in the last step, featuring an ideal future where the client\u2019s problem is solved? What you need to do now is show how your solution will help them reach that ideal future&nbsp;state.<\/p>\n<p>So, understand and focus on their main pain points. You do not have to demonstrate every single feature of your solution at this stage. If you try, you\u2019ll likely overwhelm the prospect! Instead, keep your demo centered on the specifics of how it will help&nbsp;them.<\/p>\n<h2>Make it a conversation, not a lecture<\/h2>\n<p>If you talk at your prospect for an hour, they\u2019ll switch off and won\u2019t take in what you say. Instead, you should ensure that the demo is&nbsp;conversational.<\/p>\n<p>Invite them to have input, to share their thoughts and concerns, and to ask questions. That way, you can respond to them. Being responsive is the best way to show the prospect that you are listening and take their concerns seriously. If you read from a script, they\u2019ll feel as though you don\u2019t care about them and are just looking to make a&nbsp;sale.<\/p>\n<p>It\u2019s a good idea to pause after each main point, allowing the prospect to jump in with any thoughts or questions if they&nbsp;wish.<\/p>\n<h2>The CTA and next steps<\/h2>\n<p>Congratulations, you\u2019ve completed a successful demo! What&nbsp;next?<\/p>\n<p>Never assume that you\u2019ve sealed the deal until you\u2019ve got a signed contract from the customer. Instead, end your presentation with a clear call to action&nbsp;(CTA).<\/p>\n<p>What do you want the prospect to do next? You might ask them to sign up, try the product for themselves, or set up another&nbsp;meeting.<\/p>\n<p>Close the product demo meeting by discussing the next steps. Assuming the prospect does not decide to purchase immediately, you should understand their decision-making process and&nbsp;timescale.<\/p>\n<p>If possible, schedule a follow-up meeting before you end the call. At the very least, agree to follow up by email on a specified date. You might offer an incentive at this stage, such as a 30-day free trial or a limited-time&nbsp;discount.<\/p>\n<p>Even if the prospect is very interested, you could lose them if you fail to follow up. Therefore, never end a demo call without understanding what you will do&nbsp;next.<\/p>\n<h2>Use tech to your advantage<\/h2>\n<p>It&#8217;s important to invest in the appropriate technology to help you make your demos go as smoothly as&nbsp;possible.<\/p>\n<h3>Here are some tools you should consider for high-converting demos:<\/h3>\n<ul>\n<li><strong>A good headset and microphone:<\/strong>\u00a0Struggling to hear each other will make the call frustrating and put the client&nbsp;off.<\/li>\n<li><strong>A screen-sharing app:<\/strong>\u00a0Most video conferencing apps have a built-in screen-sharing&nbsp;function.<\/li>\n<li><strong>Screen recording:<\/strong> Many conferencing apps have this function, which allows you to record your demo and send the prospect the recording after the meeting. This is helpful if they need a reminder or want to show the demo to other stakeholders in their&nbsp;company.<\/li>\n<\/ul>\n<h2>Wrapping up<\/h2>\n<p>A product demo is much more than merely a showcase of your solution\u2019s capabilities. It should take into account the client\u2019s needs, pain points, and business goals, then demonstrate how your product can help them achieve those&nbsp;goals.<\/p>\n<p>Just like in-person product demos, remote SaaS demos should always start with a discovery call. What you learn on this call will influence the agenda of the demo. This should focus on significant pain points, paint a picture of the ideal end-state, demonstrate how the product solves real-life business problems, and end with clarification of the next&nbsp;steps.<\/p>\n<p>A virtual SaaS demo is your opportunity to prove that your product is the solution the prospect is looking for. So start brushing up your online presentation skills now, and you\u2019ll soon start seeing more conversions rolling&nbsp;in.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A great SaaS demo should achieve one main goal: Convince your prospect that your solution will help them achieve their goals or solve their problem. <\/p>\n","protected":false},"author":13,"featured_media":5785,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[2],"tags":[],"class_list":["post-2703","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-building-saas"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to conduct a remote SaaS demo that converts - Canny Blog<\/title>\n<meta name=\"description\" content=\"A great SaaS demo should achieve one main goal: Convince your prospect that your solution will help them achieve their goals or solve their problem.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/canny.io\/blog\/how-to-conduct-a-remote-saas-demo-that-converts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to conduct a remote SaaS demo that converts - 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