Wednesday, November 28, 2012

Mini-Menu

In a recent Great Demo! Workshop, one of the participants performed a delightful method of introducing capabilities to the customer audience:  after the initial review of the Situation Slide, presentation of the Illustration and demo of the “Do It” pathway, she asked if the customer was interested in any of a few items, which she verbalized very briefly.  The customer said, “Please show me the first two you mentioned…”

Wonderful!  She was very cleverly applying the Menu Approach in a small, controlled situation, listing and describing a few capabilities that would logically come next in a demo – and that customers might be interested in seeing, based on prior her experience.  A key to this is that she asked the customer if they wanted to see them (and which ones), rather than simply launch into “…and now the next really cool thing I want to show you is…” 

What a terrific way to move smoothly into “Peeling Back the Layers”!

Monday, November 19, 2012

Averting Stalled Sales Opportunities - Webinar

I’ll be joining Ron Snyder of Breakthrough, Inc. in an upcoming webinar.  My portion of the content will briefly explore what key customer information is needed prior to presenting a demo – to avoid “Harbor Tours”.  Here’s the balance of the webinar invitation:


Are you tired of working hard on a sales opportunity only to find an unexpected issue that stalls the sales process?

You are not alone!

Having an effective sales planning process, sharing insight across the internal team and enabling great demos, greatly improves sales productivity and use of resources. Learn how to make this happen and greatly improve your sales results…

v  Reduce “no decisions”
v  Avoid going back two steps
v  Eliminate sales process inefficiencies
v  Focus on better opportunities
v  Use your resources more effectively
In this webinar, Averting Stalled Sales Opportunities, Ron Snyder and Peter Cohan show you the key steps to forestall a stalled sales process via better planning and sales process management.

Sign up for the webinar here:
December 10 at 12:00 – 1:00 PM Pacific time https://www3.gotomeeting.com/register/252184582

And receive copies of the White Papers: “Managing Territories to Maximize Results” and “Managing Key Accounts to Maximize Results.”
Topics covered:

v  The Challenge causing stalled sales
v  Elements of a Successful Plan
v  Guiding the Sales Process- using the Plan
v  Coordinating Activities, including Demos
v  A Sample Plan

Ron Snyder, of Breakthrough, Inc. and Plan 2 Win Software, has trained thousands of salespeople and managers on sales effectiveness, territory and account planning. Prior to that, he was a top ranked sales salesperson at Hewlett-Packard and a manager in the field sales force and a marketing manager.
Peter Cohan is the founder and principal of The Second Derivative, focused on helping software organizations improve their sales and marketing results – primarily through improving organizations’ demonstrations.

Sean Murphy, our Moderator, is CEO of SKMurphy providing customer development services for high-tech companies. SKMurphy focus is on early customers and early revenue.

December 10 at 12:00 – 1:00 PM Pacific time https://www3.gotomeeting.com/register/252184582

Wednesday, November 14, 2012

Hmmmm – White-boarding PPT?

I just watched a 35 minute presentation on white-boarding – delivered entirely in PowerPoint.

Friday, November 9, 2012

Discovery Documents – As Questions, Topics or ?

A number of people have asked about how to draft Discovery Documents – should one use full-length questions or something shorter, for example?

One starting point is to use full sentences.  This may be good for people who are new to an arena or who are learning how to do Discovery, as it provides a script, essentially, that new folks can follow. 

However, once people have become moderately practiced and reasonably knowledgeable, I recommend a crisper technique – more of a template or outline approach. 

In my use of Discovery Documents, each topic is presented as a word or short word phrase, and not as full questions.  These serve as prompters for me to remember to address or explore what can be a large number of topic areas.  For example, my current Discovery Document (used for exploring my prospects’ demo practices) is about 1 and 3/4 pages long, where each topic is typically 1-5 items (often a header “topic” with one or a few “sub-topics”, all shown as a word or short word-phrase).

For example, I've listed "Remote Demos" as a topic.  There are a broad range of additional questions that I might ask associated with this topic, if appropriate for any particular prospect (e.g., What tool do you use?  What percent of demos are face-to-face vs. remote?  Do you typically have someone from your team (sales person, for example) at the customer site?  How long are your remote demos, typically?  Are they largely used for vision generation – done early in the sales process, "deeper dive", follow-up from face-to-face meetings?  Are you doing webinars [another "topic" area on its own...] etc.).

Here are two topics from my current Discovery Document, as an illustration:

Remote Demos:
-          %:
-          Tool:
-          Uses:
Discovery:
-          Who Does?
-          Process/Discovery Documents?
-          Enough Done?
-          How/When Communicated:

I think of each topic as a reminder and entry point into a hierarchy of questions that could be asked, where each hierarchy can be explored as broadly and deeply as is appropriate for each prospect individual.  Additionally, I may try to "seed" questions in a topic that would lead naturally to another topic on my list.

Any additional thoughts or ideas?

Thursday, November 8, 2012

Stunningly Wonderful Example of a “Before” Illustration

A Great Demo! Workshop participant offered this as a sadly real example of a “Before” Illustration – from an article entitled, “We Have Met the Enemy and He Is PowerPoint”: http://www.nytimes.com/2010/04/27/world/27powerpoint.html?th&emc=th&_r=0

Monday, November 5, 2012

Discovery Documents – For New Product Launches

I can visualize folks in marketing cogitating over plans for a new product launch…

“Ok, let’s see…  We have our checklist for our upcoming product launch:

-          Website info – check!
-          Down-loadable collateral – check!
-          Competition comparison – check!
-          SWOT analysis – check!
-          Features and benefits – check!
-          Press release – check!
-          ROI calculator – check!
-          Product overview presentation – check!
-          Demo script – check!
-          Field sales training presentation – check!
-          …”

What’s missing from this list? 

Discovery Documents – the list of questions and topics that sales and presales people need to perform adequate Discovery for these new products.  Far too often these documents are either missing entirely – or are laughably light.  I once saw a set of “qualification questions” that was limited to “Are you looking for a new ‘blank’ system?” 

Discovery Documents that are useful for sales and presales people may need to include sets of questions around the following four basic areas:

Demographics:
ü    Who?
ü    How many?
ü    How often?
Problems/Reasons:
ü    Pain points?
ü    Workflow?
ü    Needs/requirements?
Measurements:
ü    Delta?
ü    When needed?
ü    Do nothing?
Critical Business Issues:
ü    Why?
ü    What’s driving this?
ü    Who’s driving this?

And that’s just a starting point…! 

Discovery is often where sales are won (or lost).  Equipping the field with strong Discovery Documents is an integral – and critical – piece of the new product launch.

Tuesday, October 30, 2012

[Warning: Shameless Self-Promotion Alert] 2013 Great Demo! Public Workshops

For 2013, we have scheduled three Great Demo! Public Workshops, as follows:

-          March 6-7

-          May 22-23

-          October 9-10

These are all 1.5-Day Workshops, with the first day focusing largely on core Great Demo! material, and the morning of the second day addressing more advanced topics and techniques.

Public Workshops take place in San Jose, California, in conjunction with the folks at SKMurphy.  This is an excellent opportunity for individuals, small groups or for teams that have new hires.

We’ve found that these events are most productive when there are two or more participants from each organization (singletons are also fine). This helps to mimic real-life interactions as much as possible, both when preparing demos and delivering them in the role-play sessions.

Contact me for more information or to reserve seats (PCohan@SecondDerivative.com).

Thursday, October 25, 2012

iPad – Excellent Tool for Doing Discovery

Not surprisingly, many people are finding that iPads (and other tablets) are wonderful tools for doing face-to-face Discovery.  In addition to tradition note-taking, iPads can enable a more collaborative, “side-by-side” environment for:

-          Diagramming workflows

-          Ad Hoc white-boarding – excellent for doing vision expansion, designing Illustrations and related

-          Doing quick arithmetic (great for calculating Deltas)

-          Taking, showing, and sharing photos…

And, unlike traditional white-boards, it is much easier to electronically capture what was created.  Any other ideas or experiences that you’d care to share?

Thursday, October 18, 2012

B-Key and Freeze – On Projector Remotes

In addition to the “B-Key” in PowerPoint, a recent Great Demo! Workshop participant noted that many LCD projectors have remote controls that include a B-Key (Black) function and a Freeze function.  Freeze is particularly nice as it simply continues to display your last screen, enabling you to do things on your laptop independently – find a file, launch software, navigate around a problem, etc.  Nice!

Monday, October 8, 2012

Screen Resolution Matters

What happens to your screen when you connect to an LCD projector – are you often surprised by the sudden loss of resolution?  I see this time after time – particularly when vendors connect their laptops to customers’ older projectors with lower resolutions.  The result includes surprised looks and a quick struggle to re-align or otherwise try to manage the screen resolution differences, often without a satisfactory solution.

Here are a couple of suggestions, particularly if screen resolution dramatically impacts the look of your software:

1.  Bring your own projector, when possible.  This may sound expensive, but consider the loss of a single piece of business resulting from a demo done where poor resolution impacted the results…

2.  If you can’t have your own projector (when visiting a customer or when operating over the web), coordinate with your key contact to organize a projector with sufficient resolution – and test it ahead of time.

3.  If you can’t do 1 or 2 above, then at least find out the resolution of the customer’s projector sufficiently before the demo to make changes to your preparation…

Interestingly, to give a sense of the importance of screen real estate and resolution, one Great Demo! Workshop participant noted that in a recent POC the impact of monitor size (and corresponding resolution) was striking:  Those with 17 inch screens loved the software; those with 13 inch very much did not!

Tuesday, September 25, 2012

[Warning – Shameless Self-Promotion] Great Demo! Public Workshop October 10-11

Our next Public Great Demo! Workshop is scheduled for October 10-11 in San Jose, California – registration and additional information can be found here:  http://www.skmurphy.com/blog/2012/05/23/great-demo-workshop-on-october-10-201/

This can be taken either as a 1-Day or 1.5-Day Workshop.  The first day will focus on core Great Demo! material, with the optional morning of the second day addressing more advanced topics and techniques.

Public Workshops take place in San Jose, California, in conjunction with the folks at SKMurphy.  This is an excellent opportunity for individuals, small groups or for teams that have new hires.

We’ve found that these events are most productive when there are two or more participants from each organization (singletons are also fine). This helps to mimic real-life interactions as much as possible, both when preparing demos and delivering them in the role-play sessions.

Thursday, September 20, 2012

Trusted Advisor Workshops - New From John Care at Mastering Technical Sales


John Care at Mastering Technical Sales has just launched a new workshop offering on becoming a Trusted Advisor.  This material very nicely complements Great Demo! methodology – here’s the quick overview from John:

“Becoming a Trusted Advisor is not as simple as it sounds, which is why so many organizations either never try, or make a half-hearted effort. Trusted Advisor – two words, five syllables and fifteen letters hide a massive complexity. For the first time ever, there is now a workshop specifically designed to start the Sales Engineering organization on the journey to becoming a Trusted Advisor.

The workshop is based on the Mastering Technical Sales strategy and focuses on developing the professional skills to modify both the behavior as well as the actions required for an SE to be thought of as a T/A by the Customer. The practical components of the class show how a T/A would act during a sales cycle compared to a transactional SE when in front of a technical, business or executive audience.”

More information can be found on John’s website at www.masteringtechnicalsales.com.

Thursday, September 6, 2012

Audio Recording Now Available - Lessons Learned Implementing Great Demo! Methodology Panel Discussion Webinar

Interested in how other organizations have successfully implemented Great the Demo! with their teams? Our panelists discussed some of the challenges they faced and how they overcame them to achieve improved results with their teams’ demos.
 
Here is a link to the audio recording from the webinar:  http://www.skmurphy.com/blog/2012/09/06/recap-and-audio-from-lessons-learned-implementing-great-demo-methodology/

Friday, August 31, 2012

Lessons Learned Implementing Great Demo! Methodology – Panel Discussion Webinar

Interested in how other organizations have successfully implemented Great the Demo! with their teams?  Our panelists will discuss the challenges they faced and how they overcame them to achieve improved results with their teams’ demos. 

This is a live webinar – we’ll be happy to take questions from the listening audience – and the session will be recorded as well.  The webinar is hosted by Sean Murphy (www.SKMurphy.com) as a part of their Book Club for Business Impact series.

The event took place Tuesday September 4 - we'll be posting a link to the recording shortly.

Friday, August 24, 2012

Great Demo! Public Workshop – More Details

Our next Great Demo! Public Workshop is scheduled to take place October 10-11 in San Jose, California – and the format for the Workshop has a new component. 

Day 1 will focus largely on “core” Great Demo! concepts and will be similar to past Public Great Demo! Workshops.  The second portion of the Workshop, the optional additional ½ day on October 11, will provide time to address more advanced topics, such as:

-      Improving Discovery and Qualification:  Many demos fail due to a lack of customer information – we’ll introduce methods to uncover and organize the key information needed to prepare effective demonstrations.

-      Remote Demos (e.g., via WebEx, GoToMeeting and similar tools):  a topic of high interest – we share how to increase interactivity and improve success. 

-      Introducing New Categories and “Crossing the Chasm”:  “Wow – I had no idea this was possible…!”  How to engage audiences with products and solutions that have never been seen before. 

-      Making Demos Remarkable:  We explore, develop and document practices that help your demos stand out, positively.

-      Storytelling:  Strong stories improve demos and help customers better remember key messages.  We explore how to capture, create and deliver compelling stories for your customer demos.

-      White-boarding:  PowerPoint can be pedantic – we explore white-boarding and other “non-linear” presentation techniques to engage and refresh audiences and improve their retention of key points.

-      Out-flanking Competition:  Methods to anticipate, manage and overcome competitors in demo and related interactions.  How to bias qualification towards your capabilities and block competition.

-      POC’s, POV’s and Sandboxes Tools and Strategies:  The essence is Quid pro quo – how to manage the process overall to get the business; when to do and when not to do POC’s and Sandboxes; strategies to increase your success rates.

-      RFP’s and Scripted Demos:  Successful strategies and tactics to increase your success rates with scripted demos and RFP responses, including when to pursue, when to pull back, and how to gently subvert the process in your favor.

-      Managing Questions:  How to avoid getting dragged off-topic and how to deal with hostiles elegantly and effectively.  

-      Team Tactics:  Team-oriented methods and practices for presales, sales and marketing staff in preparing and delivering demos.  Roles and guidelines are developed and practiced for the selling teams to improve results – when demos are delivered face-to-face as well as via a remote connection.

-      Trade-show demonstration techniques and interactions:  Trade-shows are phenomenally expensive – we’ll work through clever methods, tips, and best practices to help you get the best return on your investment.

-      New Product Roll-outs:  Vision Generation at its most challenging – we’ll help you create your go-to-market messaging and demos for new products, and shortening the time to getting your first real reference customer!

-      Reference Selling and Informal Success Stories:  These are the lifeblood of a software sales and marketing organization!  We’ll develop the structure and methods to capture this key information and create a set of your own.  The team will be ready to leverage these immediately.

-      Transition Vision:  Differentiating by helping prospects visualize how they can move from their current problem situation to the future state represented by your solution. 

We’ll address many of these (as well as other topics raised by the participants) in accord with participant interest and the time available.  These segments are often some of the most interesting portions of Great Demo! Workshops, enabling participants to apply the methodology to range of real-life situations and challenges.

Registration information and can be found here.

Monday, August 20, 2012

Brain Rules for Meetings

If you aren’t already following John Medina’s Brain Rules Blog, this one entry is particularly useful for those of us who demo:  http://brainrules.blogspot.com/2012_01_01_archive.html

Thursday, August 16, 2012

The Fallacy of "So What"

A number of sales methodologies have done a good job at helping sales and presales people move from talking about features to discussing the advantages that specific capabilities offer the customer.  Using the phrase, “So What?” is an example tactic that helps push vendor representatives to talk about advantages as opposed to features.  This is good, but we can do better…

During demos, there is inherent risk anytime you introduce capabilities that the customer has not yet requested – and, in particular, the level of risk depends greatly on how the capabilities are introduced.  The “So What” tactic presumes that the customer will want or need the capability being introduced – and there’s the risk. 

An Example:

Feature Statement:  “We provide support for the software in 22 languages…”

So What Statement:  “We provide support for the software in 22 languages, so that your team can access the software anywhere in the world using their native languages…”

The Risk:  The customer says, “Everyone in our company speaks English and we want to make sure that all information is captured consistently in the system, so that everyone can access all information equally – without having to learn 21 other languages…” 

The Additional Risk:  The customer adds, “…and we don’t want to pay for the additional 21 languages, since we won’t be using them – so either take out the support for those languages for our implementation or reduce your price accordingly…”

Another Example:

Feature Statement:  “Alerts can be automatically generated and sent to you via email…”

So What Statement:  “Alerts can be automatically generated and sent to you via email, so that can be notified of any problems right away…”

The Risk:  The customer says, “I hate email.  I get way too much already and I’m always spending too much time deleting messages – I’d be concerned that I’d delete the alerts, thinking they might be spam.  I’d rather simply login to your system periodically…” 

The Additional Risk:  The customer adds, “…and I don’t want to pay for the email alert functionality, since I won’t be using it – so either take it out or give me a discount…”

Same Example, Even Worse:

Feature Statement and Demo:  “Alerts can be automatically generated and sent to you via email – here, let me show you how this can be done in the software…”

So What Statement and Demo:  “Alerts can be automatically generated and sent to you via email, so that you can be notified of any problems right away – here, let me show you how this can be set up and done with the software…”

The Risk:  The customer says, “I hate email.  I get way too much already and I’m always spending too much time deleting messages – I’d be concerned that I’d delete the alerts, thinking they might be spam.  I’d rather simply login to your system periodically…” 

The Additional Risk:  The customer adds, “In addition, that looks really complicated and confusing – too many features and functions to remember.  I think we’ll go with your competition, whose software was much more aligned with exactly what we need…!”

Solutions

The best solution?  Introduce your capabilities via questions in Discovery, well before a demo.  Once you’ve either uncovered a need (and the customer confirms their desire to have the capability), then presenting that specific capability in your demo can be done as a benefit statement.

Michael Bosworth, in his sales methodologies Solution Selling and CustomerCentric Selling, outlined the idea of Feature, Advantage, Benefit statements – simplified here:

Features:  are the description of the what the feature does
Advantages:  are why it might be good for the customer
Benefits:  are why it will be good for the customer, based on the customer’s previous statements (e.g., from Discovery sessions)

This difference between an Advantage (presumed benefit) and a real Benefit (confirmed benefit) can be huge!

Revisiting Example 1

With this in mind, we might have a different conversation and result:

Feature Statement:  “We provide support for the software in 22 languages…”

Advantage (So What) Statement:  “We provide support for the software in 22 languages, so that your team can access the software anywhere in the world using their native languages…”

Benefit Statement:  “You had mentioned that you need support for 5 languages so that your team can access the software anywhere in the world using their local native languages – we do support all five of those languages as part of our standard offering.”

The win:  The customer says, “That’s terrific – that’s exactly what we need.  Interestingly, one of your competitors said they support a pile of languages, but we didn’t want to pay for all of those extra capabilities since we’ll never use them…” 

An alternative approach, based on what were benefits for other similar customers, is called a Biased Question – see my article, “Competitive Demo Situations – Biasing Towards Your Strengths” for further information on this idea (send me an email at PCohan@SecondDerivative.com and I’d be happy to send you the article).

Wednesday, August 15, 2012

[Warning – Shameless Self-Promotion] Great Demo! Public Workshop October 10-11

Our next Public Great Demo! Workshop is scheduled for October 10-11 in San Jose, California – registration and additional information can be found here. 

This can be taken either as a 1-Day or 1.5-Day Workshop.  The first day will focus on core Great Demo! material, with the optional morning of the second day addressing more advanced topics and techniques.

Public Workshops take place in San Jose, California, in conjunction with the folks at SKMurphy.  This is an excellent opportunity for individuals, small groups or for teams that have new hires.

We’ve found that these events are most productive when there are two or more participants from each organization (singletons are also fine). This helps to mimic real-life interactions as much as possible, both when preparing demos and delivering them in the role-play sessions.

Tuesday, August 14, 2012

Wonderful “Doctor” Situation Slide Labels

At a recent Great Demo! Workshop, one of the participant teams did a wonderful (and clever!) job of re-labeling Situation Slides:

CBI became Symptoms

Problems/Reasons become Diagnosis

Specific Capabilities became Proposed Cure

Nice!

Monday, August 13, 2012

Stunningly Awful Web Overview Demos - Comment

A number of people reading the (previous) post have commented along the following lines:

“I do start the web meeting at least 10 minutes early and send the customer a test link and ask them to join early, but in spite of that many customers are still late and so we lose 15 -20 minutes of the slated time.  This also happens when meetings are face-to-face.  Got any tips for encouraging customers to start on time?”

I often see the same problem – that it is the customer who is late.  Unfortunately, this is an endemic issue, due (typically) either to company culture (“we always start meetings late”) and/or disrespect for vendors). 

Three suggestions for solutions:

1.       There is nothing sacred about “1 hour”.  I often schedule meetings (phone, web, face-to-face) that are what others might consider of “non-standard” duration:  45 minutes long; 75 minutes long; etc.  If people arrive on time and you finish early, then you give everyone a few minutes back in their day.  If people are 10-15 minutes late (and you planned on 60 minutes for the “actual” meeting), then it all works.

One small risk with this (and it does happen), is that some people may still not respect the non-standard time-frame and schedule another meeting that cuts into yours.  Not much you can do about this, however, other than to…

2.       Organize your content using the inverted pyramid approach (like a news article) so that you cover the most important topics up-front.  If you do run out of time, at least you’ve gone through the most important material.  Which leads to number 3:

3.       If you know you are going to run out of time, and there is still important material to cover, a few minutes before the planned end of the meeting you can ask:

a.       “Looks like we may run out of time, based on our original plan for 1 hour, shall we go ahead and continue for another 20 minutes now, if we are all available?”  or

b.      “Looks like we may run out of time, based on our original plan for 1 hour, shall we schedule a follow-up meeting later this week when we are all available?” 

Hope these suggestions help…!

Thursday, July 26, 2012

Stunningly Awful Web “Overview” Demos – The Gruesome Anatomy of a 1-Hour Web Overview

[Warning – graphic and potentially painful content…]

1-Hour Web “Overview” Demo Timeline

There’s a rough but strangely consistent timeline for a web-delivered “1 hour overview demo” that seems to go like this [starting time for each element on the left side]:

00:00:  Fumbling with WebEx/GoToMeeting/Live Meeting – “Did you get the link?  Can you see my screen?” (This consumption of time has been delightfully called the “WebEx/GoToMeeting/Live Meeting Tax”).

00:04:  Semi-mutual introductions, but generally one-sided:  introductions (and brief personal history of each of the vendor participants), but limited information requested or offered regarding customer participants – and no request to do discovery on the part of the vendor

00:08:  Corporate overview presentation (gag…)

00:18:  Product overview presentation (yawn), including

1.      Obligatory architecture slide(s), with equally obligatory rectangles and cylinders representing software and database components (how novel…)

2.      Obligatory product-centric slide (showing company’s product in the center of a circle of other things (e.g., users, other applications, process steps, you name it – so novel, once again!)

3.      Key “differentiators”, presented without context to the customer’s needs or specific situation (and largely forgotten by the customer, since they haven’t yet seen a solution that makes remembering anything relevant)

4.      Case studies, if any, generally appear at the end and are typically skipped over “because we are short on time…” (too bad – real case studies would be the most interesting part of the overview)

00:28:  “Actual” demo, including

a.      Opening statement that “we need to compress the planned 45 minute demo into 30 minutes “so we’ll have to go real fast…”

b.      Request that “this be interactive, so please stop me if you have any questions…”, followed by a fire-hose-like delivery with no time for meaningful questions

c.       Re-introduction of the offering (again, even though it was covered in the product overview presentation)

d.      Brief introduction of the for plan for a “story” and 3 fictional characters whose “day in the life” will be followed in the demo

e.      Overview of navigation elements…

f.        Introduction and definitions of key vendor jargon, acronyms and product names

g.      Explanation of how to set up and configure the application, which then consumes most of the remaining time (even though this task is typically done once, when first implemented, and then rarely ever after)

h.      A walk-through of the workflow (a run-through, in fact, since time is really getting short)

i.        A rapid, largely verbal description of the canned and custom reporting capabilities (often including the claim that “we have over 600 canned reports…” of which a typical user might consume only 1 or 2…!)

j.        Comment that “we didn’t have enough time to show you everything…”

00:58   Sales person summary, with platitude marketing “value proposition” statements (that have little or limited bearing on the customer’s specific situation)

00:60:  Wrap-up with no action items

Frightening, gruesome and remarkably common!

If the objective was to “show the customer a demo” then that objective was achieved – but it is very doubtful that other tangible progress was made in the sale.  Very sad; and largely a waste of time for all involved.

But Wait – It’s Even Worse…

The pain often starts earlier – and ends later.  Many presales people find they have scheduled (or have been scheduled by someone else) to deliver two or more demos back-to-back.  For teams in highly “transactional” sales situations this can run all day…!

Far too often, one demo runs beyond the time allocated – causing the presales person to be late joining the next web session (“Sorry I’m late…”) and allowing no time to prepare.

Similarly, there’s no time at the end of the demo to document questions, issues or impressions for the presales person before having to dive into the next demo session.  It only takes a few of these in a row to reduce whatever notes might have been captured to a few, often erroneous items!

A Few Recommendations

(Note – these are not necessarily mutually exclusive!  One or more of these ideas can be combined)

0.       Set the WebEx/GoToMeeting/Live Meeting session to begin 10 minutes before the “real” meeting is scheduled to start (not applicable if multiple customer participants are connecting from several remote locations, but truly terrific if the customer participants are in a single conference room).

1.      If you must do a corporate overview, reduce it to one slide.

2.      Turn the call into a Discovery session, if possible (and appropriate).

3.      Reduce the product overview presentation to just the case study slides.  Case studies can be a wonderful way to move the customer into doing Discovery – “here’s an example of how other, similar customers have used our capabilities to solve specific business challenges – how does what they faced compare with your situation?”

4.      Use the Menu Approach (a terrific self-rescue technique), if the audience is a group and/or if your software addresses a range of problem areas.  [See my article entitled, The Menu Approach – a Truly Terrific Demo Self-Rescue Technique for more details.]

5.      Organize the demo itself in chunks – similar to how newspapers and web news services present news articles.  [See my article entitled, Why Structure a Demo Like a News Article for more details.]

And, for those who often are currently scheduled to do multiple demos back-to-back, consider blocking the 15 minutes before and 15 minutes after each demo as “Prep” and “Clean-Up” time on your calendar – give yourself a fighting chance!

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