Presales and sales team
often struggle with how specific data needs to be for their customer
demos. Demo data often ranges from
highly generic, to moderately focused (on specific markets or verticals), to
data that that is highly specific for certain areas. At the far end of the spectrum are POC’s and/or
POV’s where the customer requires the use of their data in the experience.
Some demo teams invest a
fair amount of up-front effort to generate meaningful data and corresponding
forms, table-views, dashboards and front-ends.
Others invest in a “neutral” set of data and screen labels, which may
offer less convincing results, depending on the software and the market.
The most successful
approach I’ve seen to-date, when possible, is to have a fairly neutral set of
data, but ALSO include the ability to configure or customize the screen labels
and field names to map to specific markets/segments. This may require some level of programming to
achieve, but the payoff can be high.
Note that there are
companies that provide pseudo-random data for QC purposes that can be used by
demo teams to create reasonable example data sets.
Any suggestions or experiences
that might help with this?
