Monday, November 28, 2016

Really Interesting (But Not Surprising)

The clever folks at Gong.io, who provide tools to record and apply analytics to sales conversations, uncovered the following really interesting (but not surprising) conclusion:

“The average B2B sales rep spends between 65–75% of a call talking, leaving only 25–35% of the call for listening. 43/57 seems to be the golden ratio.  In fact, increasing the prospect’s talk time from 22% to 33% significantly boosts opportunity win-rates.”

You can read the full article here:

Wednesday, November 16, 2016

Stunningly Awful Demos – Lost in the Weeds

(The Elegant Art of Managing Questions and Time)

You are in the midst of delivering a demo and things are going well…  Somebody asks a question and you answer it, then start to return to your planned demo – but he asks a follow-up question.  You answer that in more detail, since it required a deeper response.  Again you think he is satisfied, but he asks a further follow-up question, which you proceed to answer in breathtaking depth, showing detailed examples in your software and covering extensive whiteboard space with drawings and text…

After several minutes you realize you are waaaay off track and “in the weeds”.  Except for the (low-ranking) person who asked the questions, everyone else looks bored or confused.

Worse, you notice that the high-ranking members of the audience somehow left the room while you were in your explanation.  To add insult to injury, you are now short on time as well!

How do we simultaneously encourage questions, yet make sure they don’t take us off track?

Chaos Controlled

The Swiss are very organized (understatement).  In Basel, they celebrate Carnival (called “Fasnacht”), in a typically Swiss way: “Now we will have chaos, and this is the way we will organize it…”  The chaos is carefully scheduled to start and end at precise times.  You can march anywhere you want, as long as it is within the carefully defined limits of the old town.  And you can wear any costume you want, as long as it is one of the 13 specifically prescribed characters. 

We can learn a thing or two from the Swiss, with regards to demos.  Yes, we want to encourage questions and make things as interactive as possible – but we need to manage the process as well.

There are three types of questions we might expect to receive in a demo:

- Great Questions – which we should answer right away.
- Good Questions – which should be “parked” for later.
- Stupid Questions – which should also be “parked” for later, but with a nuance…

Let’s take them in order…

Great Questions

Great Questions make our hearts sing with joy (they do!).  They are questions that lead directly to the next point you want to make; they underscore the value; they are the questions you want your customer to ask.

In Great Demo! Workshops, we teach the idea of having answers to typical questions ready to go, but placed (in a virtual sense) behind your back.  You want your customer to ask these questions – and when they do so, and do so at the right time, they are truly terrific – they are Great Questions.

You’ll know your demo is going perfectly when your customer asks the question you want them to ask at that moment.

You answer Great Questions crisply – one or two sentences – that’s it!

Good Questions

Most of the questions we receive in an otherwise well-prepared demo are Good Questions.  They are earnest, honest and indicate interest from your audience – and they are the very questions that can take your demo into the weeds.

How do we handle Good Questions?  Park them. 

For example, early in the demo, someone asks, “What infrastructure is required to install your software?” and you know the answer will likely require some discussion and detail – and your audience includes high-ranking executives, middle managers, end users and administrators.

You respond, “Thank you for that question.  That deserves more development than I’d like to invest right now…  Let me capture it here, on the whiteboard.”  You right it down and then ask, “Have I captured it correctly?”

Your customer indicates agreement.

You say, “Thanks, let’s plan to address this later in our session or in the Q&A segment – is that acceptable to you?”

Your customer says, “Yes” – releasing you to continue your demo as planned.  Very elegant, very professional.

This process works extremely well.  Why?  Because your customer sees you capture his/her question, removing the concern that you are simply dismissing the question (which can happen if you only acknowledge it verbally or appear to write it down on a paper pad to yourself). 

You’ve essentially made an agreement with your audience that you will address that question.  Note that the timing is now up to you.  You could address it later in the demo, during Q&A – or in a separate session over the phone or web.

Just Say “Yes”

Things are going well and someone asks, “Can it do xxx?” (“Can it print?” is the example I often use in Great Demo! Workshops).  Instead of simply answering, “Yes” – we dive into our software to show how it is done, along with several options and alternatives.  We’ve taken what was possibly a Great Question and turned it into a Good one…

Listen carefully to how people ask questions.  When they ask, “Can it…?” you may only need to respond “Yes” or “No”.  You can test to see if they want further explanation by asking, “Is that sufficient or would you like to see it?” Most often, your audience responds, “Nope – I’m good.”

When your audience asks, “How do I…?” it is more likely that they need to see how it is done in your software.

Stupid Questions

Stupid Questions come from two sources:  truly stupid people and hostiles.  Hostiles are the people who don’t like you, they don’t like your company, they don’t like your product; they feel it is their obligated duty to torture the vendor…

How do we handle hostiles?  Two approaches:

1.  Sustained, small-arms, automatic weapons fire.  OK, kidding.  (And that approach is likely only legal in Texas and Alaska).
2.  Treat their Stupid Questions in a similar fashion to Good Questions.  A hostile asks, “How come your software sucks so bad and costs so much…?”  (Note:  clearly not a Great Question…). 

You respond, “This requires more development than I’d like to invest right now.  I’m going to capture it here on the whiteboard [along with all of the other questions].  We’ll plan to address it later on or during the Q&A session.”

Important note:  do not give the hostile the option to respond.  You want to close him/her down. 

Interestingly, we often see other members of the audience help you manage the hostile – they may, in fact, ask the hostile to stop tormenting you, when they see you are using a reasonable and rational process to manage the session.

So the strategy is to treat Stupid Questions similarly to Good Questions – queue them up on the Parking Lot for later.

Some Subtleties 

All questions from high-ranking people are Great Questions (even if they are Stupid). 

You can turn a Great Question into a Good Question by going too deep with your answer.  You are allowed (encouraged, even) to park yourself in these cases…!

Teaser answers:  you can mitigate the potentially awkward feeling of parking a Good Question by offering a brief, “teaser” answer – just a sentence or two before you complete parking the question. 

When parking hostile questions, consider one of two strategies:

1.  Write it done verbatim for public display.  The advantage is that it shows how stupid the question really was.  The disadvantage is that the audience will be looking at “Sucks so bad and costs so much” for the duration of the session.
2.  Paraphrase it by finding its central issue.  For example, translate “Sucks so bad and costs so much” to “Quality and Value”.  Looks much better on a whiteboard…!

When should you address any Stupid Questions that you have parked?  That’s up to you.  Interestingly, many hostiles leave the meeting before you get to the parked questions…

Body language:  there are likely hundreds of books written on how to answer questions, many of which focus a good portion of their guidance on body language.  Here are a few suggestions harvested from these tomes:

1.  When listening to a question, initially move towards the asker – and don’t move backwards, away from him/her.  That appears to the audience as if you are running away!
2.  When listening to a question, assume a neutral body position (no folded arms, don’t jingle keys or change in your pocket, don’t fidget with a “clicker”, pointer or your mouse).
3.  When listening to a question, don’t look at your watch (you can lose major elections this way).

More Chaos Control

Who else can help you manage the chaos?  Your sales counterpart (if present) has a number of specific roles to play:  He or she should be prepared to “rescue” you by stepping in to help parse and park questions.  Sales people:

- Can help to identify Great vs. Good/Stupid questions.
- Should manage the Parking Lot, capturing questions for you.
- Should help clarify questions (often by asking questions in return).
- Should repeat questions when you are operating over the web.  (Why?  To make sure you heard the question correctly and to give you a few extra seconds to prepare an answer!)

Managing Questions and Time

There are three types of questions we can manage in a demo:

- Great Questions – which we answer right away.
- Good Questions – which we park for later.
- Stupid Questions – which we also park for later, but without giving any choices…!

Managing questions in your demos with this process will help make your demonstrations crisp, compelling and surprisingly effective.

Copyright © 2016 The Second Derivative – All Rights Reserved.


Thursday, November 10, 2016

Terrific Tool for Delivering (and Tracking) POC’s

I recently came across a new tool that could rather dramatically improve the way that POC’s are done today.  It is called Virtual Labs (the company is called Cloud People - http://www.virtuallabs.com.au).  The tool was originally developed to enable training of IT staff, but they pivoted a few years back and have produced capabilities that enable POC’s to be prepared, delivered, tracked and managed in some delightfully new ways.

Traditionally, it often takes (substantial) time to build POC environments – Virtual Labs can cut this to a fraction.  But wait, there’s more…!

Once a POC is deployed, it is often tough to see how the customer is using the environment.  Are they using it at all?  Are they running into problems?  Are they working the tasks/use cases that were agreed upon?

Virtual Labs enable vendors to generate complex POC environments rapidly, hand them over to customers (via a browser); and track and manage the use by the customer.  Vendors get direct insight into how the customer is progressing – see the time spent using the software, number of users, logins, etc.  Vendors can also set triggers to uncover problems or issues (e.g., is the user is taking too long to complete a task?). 

If the customer has a question or problem, a browser-based q&a session can be established with the vendor right within the environment, if I understand correctly.  Libraries of use cases can be pre-prepared and deployed as desired, as well. 


This looks like a potentially game-changing tool for POC’s – check it out!

Monday, October 31, 2016

When Was the Last Time YOU Were a Customer?

Great Demo! is all about the customer’s perspective – what is it the customer is looking for in the demo, what do they want out of the interaction. 

This suggests two recommendations:

Recommendation Number 1:  Go be a customer.

Many presales folks that were hired fresh out of school (or a few years out of school) have never interacted with a vendor as a customer –and have never seen any other vendors’ demos.  This makes it very hard for them to understand what it is like to be a customer.

So, give them homework.  Tell them, “Go find a software product you are potentially interested in and request a demo from that vendor’s website – and see what happens.  Go through their process:  how long before someone calls you, what do they ask about you, what does the demo seem like, etc.  Go be a customer…!  (No obligation to purchase, of course). 

People often report how surprised they were at what happened and how they were treated – it can be eye-opening!

Recommendation Number 2:  Go be a customer.

Many seasoned presales veterans have forgotten what it is like to be on the customer side of the table.  Regain that lost perspective by executing the exact same homework, as above – sign-up for a demo of a product you have some interest in – and see how you are treated as a customer.  Some things to note:

- How long before you are contacted by the vendor?
- What amount of Discovery do they do (or is it simply a few quick “qualification” questions)?
- Do they inflict a corporate overview presentation – and/or a product overview?
- Do they present a standard “overview” demo or really try to customize it to your specific situation?
- If they are presenting over the web, how much interactivity do they drive?

Now, contemplate your own organization’s demos – how different are they from what you just experienced?


Thursday, October 20, 2016

Remote Demos: What Are THEY Seeing?

WebEx, GoToMeeeting, Zoom, Join.Me – there are a large and growing number of web collaboration tools used for presenting demos.  Each tool has its own idiosyncrasies, strengths and weaknesses – and each new release often brings surprises.  Additionally, some customers prefer that you use a tool of their choosing, with which you may be unfamiliar.

Accordingly, here’s a new tip to apply when you are first starting your web session with your customer:  ask them what they are seeing on their end, after you’ve started sharing your screen.  Here’s a quick checklist of items to explore:

- Ask if there are any grayed-out or hashed-out areas (may happen with WebEx). 
- Ask if they have gone full screen or need help to do so. 
- Use “Can you see my mouse in the upper left corner; can you see my mouse in the bottom right corner…” to confirm that they are seeing the same screen real-estate that you want them to see.
- Do a latency check – time how long it takes them to see a new slide or change to your screen.
- “Pause” check – what do they see when you click on “Pause” with your collaboration tool?  Do they see the screen that you were last showing, or a blank screen, or something else?
- Color check:  confirm that what is red/green/blue on your screen is red/green/blue on theirs.
- Font-size check:  confirm that they can see and read your smallest font (or you may have to tell them what it says…).
- Audio check:  can they hear you clearly?  If you are using VOIP (not recommended, generally) confirm that your voice is not breaking up.
- Audio check:  can you hear them clearly?  You may need to have them move microphones around, turn up the volume, or have someone repeat questions and comments.

Any others to add?


Monday, October 3, 2016

[Warning: Shameless Self-Promotion Alert!] Great Demo! Public Workshop – October 12-13

There just a few seats remaining available for our next Great Demo! Public Workshop scheduled for October 12-13 in Sunnyvale, CA (Silicon Valley).  Registration and additional information can be found at https://www.eventbrite.com/e/great-demo-workshop-on-oct-12-13-2016-registration-22273349187.

Public Workshops are excellent opportunities for individuals, small groups or for teams that have new hires.  They are 1.75-Day Workshops, with the first day focusing largely on core Great Demo! material and the second ¾ day addressing more advanced topics and techniques. 


We’ve found that these sessions are most productive when there are two or more participants from each organization – and best when a combination of sales and presales participants are present (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.

Monday, September 26, 2016

And Now for Something Completely Different…

A number of Great Demo! practitioners report that customers expect to see traditional, boring, save-the-best-for-last show-up-and-throw-up Harbor Tour demos – and that the Great Demo! approach of getting to the point right away may sometimes cause some confusion.  Here’s a simple solution:  let them know that your demo is going to be different, right from the start!

In other words, set expectations.  Outline the plan for your non-traditional demo right up front, at the beginning of the meeting.  You might say something like, “I’d like to try a new approach to the demo today, with your agreement.  Rather than do the traditional ’45-minute-harbor-tour-overview-of-most-everything’, I’d propose that we start with something rather crisp – we can then expand and go as deep as you’d like.  What do you think?”


This has proven to work very well – other suggestions are welcome!

Tuesday, September 13, 2016

“Your Current Solution…”

I’ve noted that when vendors describe customer “pain” in terms of “Your current solution…” the apparent pain may be reduced – and can contribute, unintentionally, to “No Decision” outcomes. 

Using “Your current solution” suggests that the customer’s current situation, while perhaps unpleasant, is still a solution – offering a potentially reasonable alternative to making a change.  This is one reason why I recommend using terms such as “Problem”, “Issue”, or “Problems/Reasons” on Situation Slides at the beginning of a demo. 


[For those needing a refresher, Situation Slides crisply describe the customer’s situation and are presented at the very beginning of a demo.  They include key elements of Discovery – and are a leading indicator for successful demos and demo outcomes.]

Wednesday, September 7, 2016

Managing Questions in Demos – Avoiding the Weeds

Far too often in demos, we get questions that either drive us into the weeds (too much detail) or we jump into the weeds ourselves…  Here are some guidelines for managing questions in Great Demos:

Regarding when and what questions to “Park”:

Great Questions (that don’t need to be parked):
-          Questions from high-ranking people are all “Great Questions” and should be addressed right away (crisply).
-          Questions from most middle-managers should also be addressed right away, unless they are really detailed…
-          Questions that lead to what you wanted to show next or in a few moments.

Good Questions (that should be parked until the appropriate time):
-          Questions early in the demo, particularly when high-ranking people are still present, that will require too much detail or demo pathway to address.
-          Questions that require major shifts in your plan.
-          Questions that are specific to an individual (and not of interest to the balance of the group).

It is often reasonable to ask the group as a whole, “Should we park this for now – or would you like me to address it right away?” when you are not sure…  Note that high-ranking people’s desires override others!

“Can I?” vs. “How do I?”:  Listen carefully to the way questions are asked.  When someone asks, “Can it do xxx?” you may only need to answer “Yes” or “No” (if “Yes”, I generally recommend following with, “Is that sufficient or would you like to see it?” when you are early in the demo…  This is particularly true for high-ranking folks – they often don’t need to see the answer, just hear it.


When some asks, “How do you do xxx?” you are more likely going to have to show a pathway.

Thursday, September 1, 2016

Musicians, Improv and Demos

What can we learn and apply to delivering demos from musical performance and improv comedy?  A lot!  Here’s a short set of ideas to get started…

Dynamics – louds and softs.  Musicians and comedians know that the interplay between loud and quiet sections of music and speech set up and release tension, as well as to help “refresh” the audience.  A mono-level delivery is boring…  Using the “B” key in PowerPoint followed by lowering your voice (loudness-wise) causes your audience to lean-in to hear what you are saying. 

The Power of the Pause.  Pauses are terrific – they give time for ideas to sink in, they give the audience an opportunity to ask a question or offer comments, and they help to break your delivery into “chunks”.  They can also be used theatrically to set up and release tension as well, and often well beyond what simple dynamics provide.

“Yes, and…”  One of the cardinal rules in comedic improvisation is to always say “yes” and agree, then extend or develop the idea further (no matter how silly it may be!).  It is also an excellent tool to use when working with customers in demos.  Note that, “Yes, but…” translates to mean “No”.  Conversely, “Yes, and…” enables you to redirect, extend, and drive the conversation as needed. 

Timing.  Comedians and musicians understand the importance of timing.  Timing goes far beyond simply starting, ending and staying in sync – the skilled practitioner in presenting demos uses timing to organize the overall delivery, help define chunks, manage (and park) questions and keep audiences fresh. 

Awareness of surroundings.  Great musicians and improv comedians feed off of their audiences – and we should be doing the same thing in demos.  (And especially when presenting over the web, where it is likely the audience may be tempted to check email, browse the web, leave the room, etc....)

Execution of the performance.  Of course, musicians need to play the music – and play it well.  Delivering a demo requires a similar performance – executing the pathways and specific steps (and following the Great Demo! process, of course!).

Listening carefully and responding thoughtfully.  Great musicians and improv comedians are particularly skilled in listening and responding, listening and responding, listening and responding…  And it is the listening portion that is (clearly!) the most important.  You cannot respond well to what you haven’t heard!


Other ideas to suggest?

Monday, August 22, 2016

[Warning: Shameless Self-Promotion Alert!] Great Demo! Public Workshop – October 12-13

Our next Great Demo! Public Workshop is scheduled for October 12-13 in Sunnyvale, CA (Silicon Valley).  Registration and additional information can be found here.

Public Workshops are excellent opportunities for individuals, small groups or for teams that have new hires.  They are 1.75-Day Workshops, with the first day focusing largely on core Great Demo! material and the second ¾ day addressing more advanced topics and techniques. 


We’ve found that these sessions are most productive when there are two or more participants from each organization – and best when a combination of sales and presales participants are present (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 16, 2016

Danger Signs in Remote Demos…

I was listening to a recording of a web-delivered demo today and found myself shaking my head in disbelief as it unfolded:

After the ubiquitous “Can you see my screen…?” the first check-in by the presenter was at minute 17:
Presenter, “Any questions so far?”
Audience Key Person, after a pause, “Nope.”

Next at minute 33:
Presenter, “Any questions on this?”
Audience Key Person, after a slightly longer pause, “Nope.”

And at minute 42:
Presenter, “What do you think so far?”
Audience Key Person, “It’s fine…”

OMG and KMN at minute 46:
Presenter asked about interest in a “really cool” feature…
Audience Key Person responded, “Whatever…”
Frighteningly, the Presenter said, “Awesome!” and plunged ahead with that feature (and more).  Wow…

For solutions to avoid DBRD (Death By Remote Demos), see my several articles on the website at www.SecondDerivative.com/articles.html, including (but not limited to):

Remote Demos - The Role of the Active Conduit
Remote Demonstrations - What Can We Do Better?
Stunningly Awful Remote Demos - The Top Ten List of Inflicting Pain at a Distance


Tuesday, August 9, 2016

Crisper Great Demos - Leave More Time for Vision Expansion

A recent Great Demo! Workshop participant noted that after he had put the method into day-to-day practice, he experienced an unanticipated advantage to using the Great Demo! methodology – there was more time for relevant vision generation conversations…  This is interesting at two levels:

First, in the demo itself, Great Demo! guides presenters to focus on the Specific Capabilities uncovered and discussed in Discovery – typically resulting in surprisingly crisp demos.  Practitioners report demos being shortened or “encrispened” by 50-60% on average…  Demos that used to consume 60 minutes were comfortably completed in 30-35, for example, with both the vendor and the customer being fully satisfied with the outcome.  Which means that…


Second, because the full meeting time wasn’t consumed with a standard or traditional demo, there was time (often initiated by the customer) to discuss additional needs and other opportunities – resulting in seeding for future sales.  A delightful example of vision expansion in action…!

Tuesday, August 2, 2016

Stunningly Awful Demos - The Relative Irrelevance of Set-Up Mode

It’s Monday morning and you’ve just arrived in your office – what is the first thing you do? 
  • Build a brand new dashboard or report
  • Set up your user account and preferences for software you already use everyday
  • Configure the options for another software tool you use everyday
  • Browse your web favorites and bookmarks
  • Check your email…

 For most people, the answers are as follows:
  • Nope
  • Nope
  • Nope
  • Likely
  • Highly likely

 What do you do when you start your business day on Monday morning?

In Great Demo! Workshops, I often introduce the idea of “Daily-Use Mode” vs. “Set-Up Mode” – where Daily-Use Mode is what most users do frequently in their day-to-day work and Set-Up Mode is what people (administrators, in many cases) do once, rarely or infrequently. 

An example of Set-Up Mode is creating a dashboard or report – something that is typically done only once for that specific dashboard or report.  Daily-Use Mode is when users consume the previously-created dashboard or report in their day-to-day work – which might happen daily, weekly, monthly or on some other cadence.

Sadly, many traditional demos squander far too much time (and audience attention) in Set-Up Mode showing how to build these dashboards and reports, versus showing how these deliverables can be easily consumed. 

Monday Morning Revisited

A terrific way to think about Daily-Use Mode is to contemplate “Monday morning”. 

What do most people do when they arrive at their desks on Monday morning?  They check email.  (Yes, and some browse their favorites/bookmarked websites – and then they check email…!) 

So, consider starting the Daily-Use Mode portion of your demos in email, if possible.  For example, start by saying, “It’s Monday morning and you’ve just arrived in your office…”  You then show an “unopened” message, open it to reveal a link, then click the link to launch a browser that takes the user to the dashboard or report.  The user then consumes the dashboard or report, looking for problems, trends, or opportunities in accord with what your software enables. 

That’s the way most people start their day – why not map to it? 

For Great Demo! practitioners, the above pathway of starting in email and proceeding to the dashboard or report is a truly terrific “Do It” pathway, leading crisply back to a compelling “Illustration”.  Delightful!

“Let me show you how to set this up…”

I was recently watching a series of recorded demos presented by a vendor to their customers and noted two rather astonishing things:

Astonishing Thing Number 1: 

Approximately 50% of the elapsed time of the demo was done showing Set-Up Mode items (setting up the environment, configuring the application, creating and editing templates, forms, reports and dashboards, etc.).  [These demos ranged 60-90 minutes long overall.]

Astonishing Thing Number 2: 

At the end of all this Set-Up Mode activity, the vendor noted, ”Of course, you won’t have to do any of this – we take care of it during implementation, done by our Professional Services team…”

Wait… What did you say?  You just spent 35 minutes showing stuff the customer will never need to use?  [Enter appropriate exclamation of surprise and astonishment here ______.]

Rhetorical Question Number 1: 

Why did they show the Set-Up Mode items at all? 

Rhetorical Answer Number 1: 

Because they (and we) are Victims of Momentum – we tend to do the same things the same way over and over, unless someone gives us a serious shove in a new direction.

Rhetorical Question Number 2: 

What is the impact on the customer of seeing all of the that Set-Up Mode stuff?  

Rhetorical Answer Number 2: 

It makes the software look waaaaaay too complicated.

Cynical Rhetorical Question: 

I’ll bet you’ve never heard that phrase before, from a customer…!

Recommendation:  Put the Set-Up Mode portions of your demos “behind your back” – have the answers ready, but only bring them out in response to specific questions from your customer.  Focus first on Daily-Use Mode interactions, presenting the key deliverables and the business value those deliverables provide your customer (“Illustrations” and “Do It” pathways, in Great Demo! vocabulary).  Intriguingly, it is likely that you can answer most Set-Up Mode questions verbally, without ever moving your mouse, for most audience members.

Question For You:

How much of your current demos are spent showing Set-Up Mode?

“It’s all configuration…”

Many vendors tout how their software can be easily configured vs. requiring extensive (and likely expensive) customization.  This is wonderful and can be an enormous advantage.  However, many vendors also show all the nuances of their extensive configuration capabilities early in a demo – which is typically entirely out of alignment with audience interests at that point in time.

First show Daily-Use Mode; then show Set-Up Mode, if desired by the customer. 

For vendors where configuration capabilities are critical strengths, introduce those ideas during Discovery with your customer so that those capabilities become part of the list of Specific Capabilities your customer wants to see in the demo (but shown at the appropriate time). 

Consider the following four constituencies:
  • Senior Management
  • Middle Management
  • End Users
  • IT and/or Administrators

 Which of these groups cares about and needs to see configuration capabilities (or other Set-Up Mode items)?
  • Senior Management – does care about, but does not want to see
  • Middle Management – may care about, but likely does not need to see much
  • End Users – does not care about and does not want to see
  • IT or Administrators – does care about and does want to see

 Who will likely be making the decision whether or not to buy – and how important is their opinion?
  • Senior Management – extremely high and has the authority to buy
  • Middle Management – may make the decision to recommend (but often does not have the authority to buy)
  • End Users – may be asked for an opinion that is taken into account
  • IT or Administrators – ditto

 Based on this, I recommend satisfying these constituencies in that same corresponding order:
  • Senior Management – show relevant Daily-Use Mode items; be prepared to answer questions about Set-Up Mode items (likely verbally, only).
  • Middle Management – ditto; may need to show small amounts of Set-Up Mode.
  • End Users – likely only interested in Daily-Use Mode as it applies to them.
  • IT or Administrators – be prepared to show relevant Set-Up Mode items.

Turn Your Demo Upside Down

For many software vendors, their perception of a “logical progression” for their demos is to start by showing how to configure their system, followed by setting up forms, reports, dashboards, templates, workflows and alerts, followed by running those workflows and – if they don’t run out of time – showing the reports and dashboards.  End result?  Long, complicated, and confusing.

Recommendation?  Turn your demos upside down.

Start with a Daily-Use Mode example that is relevant and desired for the specific constituency you are presenting to – and represents a high-probability Daily-Use Mode scenario – then follow with answers to Set-Up Mode questions, but only if your audience asks them…!

The result will be crisper, more aligned, surprisingly compelling demos that map delightfully to audience interests, delivered in a logical order in accord with audience authority.



Copyright © 2016 The Second Derivative – All Rights Reserved.

Monday, July 25, 2016

Good to Very Good to Great – Coaching Progress With Great Demo!

This is a “two-fer” – two blog ideas in one! 

First, many of you have asked for an example of what a Great Demo looks like – we are well on our way towards that goal.  A few months back, I used the demo coaching tool from Enable.Refract.tv to provide feedback to a good, but fairly traditional demo (delivered by Richard Smith of Refract) as an example of using Refract.  He took the feedback and put it into practice in a second effort – the link below shows excellent improvement and progress towards Great – we’d class this effort as “Very Good” along the continuum. 


This second example is about 35 minutes long overall; screen sharing begins at the 1 minute 30 second mark.  In this demo (as in the first example), I am playing the role of a manager of an inside sales team at a software company; http://t.sidekickopen06.com/e1t/o/5/f18dQhb0S7ks8dDMPbW2n0x6l2B9gXrN7sKj6v4LyZ8W8qCmn263RDRPW4Ws4wn1pctGFW7SXMb51k1H6H0?si=6007690542710784&pi=0e8314a1-c6ab-48e0-d4ac-ef573781ec6bRichard is essentially playing himself.  This is a Technical Proof demo, being delivered after Discovery was completed by Richard.

After the recording was completed, Richard sent me the Refract link so that I could next play the role of his manager, offering guidance and suggestions to improve.  My tags and comments are found below the window showing the recording; clicking on a specific tag (with a text icon on the far right) shows my specific notes to Richard, displayed at the top of the list of tags and below the recording window.  You can Pause and Resume the recording as desired.

What’s the “two-fer”?  This is also a wonderful example of using Refract as a method to deliver demo coaching asynchronously.  Richard recorded the demo and simply sent me the recording.  I then used the Refract capabilities to play back the recording, adding my notes and comments at my convenience, then sent the coaching annotations back to Richard (which is what you see in the link above).  Nice!

By the way, for completeness, if you want to compare this “Very Good” job with the first recording, you can find the original in my post of February 2, 2016.


Friday, July 22, 2016

[Warning: Shameless Self-Promotion Alert!] Great Demo! Public Workshops – Next One is October 12-13

Our next Great Demo! Public Workshop is scheduled for October 12-13 in Sunnyvale, CA (Silicon Valley).  Registration and additional information can be found here.

Public Workshops are excellent opportunities for individuals, small groups or for teams that have new hires.  They are 1.75-Day Workshops, with the first day focusing largely on core Great Demo! material and the second ¾ day addressing more advanced topics and techniques. 


We’ve found that these sessions are most productive when there are two or more participants from each organization – and best when a combination of sales and presales participants are present (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, July 19, 2016

Monday Morning – Terrific Daily-Use Mode Example

What do you do when you start your business day on Monday morning?

In Great Demo! Workshops, I often introduce the idea of “Daily-Use Mode” vs. “Set-up Mode” – where Daily-Use Mode is what most users do frequently in their day-to-day work and Set-Up Mode is what people (administrators, in many cases) do once or rarely. 

An example of Set-Up Mode is creating a dashboard or report – something that is typically done only once for that specific dashboard or report.  Daily-Use Mode is when users consume the previously-created dashboard or report in their day-to-day work – which might happen daily, weekly, monthly or other cadence.

Sadly, many traditional demos squander far too much time (and audience attention) in Set-Up Mode showing how to build these dashboards and reports, versus showing how these deliverables can be easily consumed.  A terrific way to think about Daily-Use Mode is to contemplate “Monday morning”. 

What do most people do when they arrive at their desks on Monday morning?  They check email.  (Yes, and some browse their favorites/bookmarked websites – and then they check email…!) 

So, consider starting the Daily-Use Mode portion of your demos in email, if possible.  For example, start by saying, “it’s Monday morning and you’ve just arrived in your office…”  You then show an “unopened” message, open it to reveal a link, then click the link to launch a browser that takes the user to the dashboard or report.  The user then consumes the dashboard or report, looking for problems, trends, or opportunities in accord with what your software enables. 

That’s the way most people start their day – why not map to it? 


For Great Demo! practitioners, the above pathway of starting in email and proceeding to the dashboard or report is a truly terrific “Do It” pathway, leading crisply back to a compelling Illustration.  Delightful!

Wednesday, July 6, 2016

Another (Very Good) Tool for Remote Demos - Zoom

I recently had a chance to explore using Zoom (www.Zoom.us) and find it to be a very good alternative to WebEx, GoToMeeting and join.me.  The Zoom tool for web conferencing is fast to load, has an excellent selection of annotation tools (a must for presenting demos over the web), nice white-boarding capabilities, plus some very nice video capabilities. 

Zoom offers a range of other communication tools (for webinars, private collaboration rooms, video conferencing, etc.) as well.  I don’t know how pricing compares with other tools.


Any additional comments or feedback on your experiences with Zoom would be appreciated!

Wednesday, June 22, 2016

A Demo Tragedy (In 2 Acts) – And That Tragedy Could Have Been Averted

I was recently listening to a recording of a truly painful, stunningly awful demo from one of my prospects – and the more I heard, the worse it got…! 

It began poorly with a traditional corporate overview presentation that consumed the first 12 minutes, referencing and listing (among other things) that the vendor serves a broad range of markets – note that the customer operated in a single vertical and had no care about the others…

It deteriorated as the product overview began and detailed a range of options and non-relevant capabilities – including most of the words listed in (but not limited to!) the Content-Free-Buzzword-Compliant Vocabulary List – “flexible, comprehensive, seamless, integrated, robust, best-of-breed…”  Sigh.

The demo went stunningly awful when, after 35 minutes of actual demo, the customer interrupted and said, “You’re showing stuff that is all associated with XXX; we already have tools to deal with that.  We had asked to see how you handle YYY – would you mind moving to that?”

Ouch! 

The demo presenter apparently had not received this information from whoever did Discovery.  Gosh – could this possibly happen?

But wait, there’s more…  The presenter could have rescued the demo at this point by (1) apologizing and then (2) asking a few Discovery questions about the YYY topic, before moving the mouse any further…  However, what do you think happened?

Sadly, the presenter simply changed scripts and commenced his “standard” demo for YYY…  Stunningly awful!  Needless to say, they didn’t get the business!



Bonus observation:  Numerous times the presenter asked, during the demo, “Any questions so far?”  After the first few times the customer simply answered, rather tersely, “Nope.”  That should have been an indication that things were not going well – and an opportunity to change!

Bonus observation #2:  For Great Demo! practitioners, the use of a Situation Slide to facilitate communications between sales and presales would have averted this tragedy...

Thursday, June 9, 2016

Being "Qualified" Puts Me On the Defensive...

Want to put a prospect on the defensive?  Ask the following questions too early in an initial call:

“Is this a concrete project?”
“Do you have a budget for this?”
“What is your buying time-frame?”
“Do you have the authority to make the decision?”

I don’t know about you, but when I’m asked these questions in the first few minutes of a call with a prospective vendor (where I am the customer), I’m put off – and put on the defensive.  I grow unwilling to share information, which often forces the vendor into “show-up-and-throw-up” mode.  End result?  I don’t get qualified, Discovery isn’t done, and although I may continue to show some interest, a sale is unlikely to occur.  I’m another candidate for “No Decision”.

Try easing me into the process – ask me what I’d like to accomplish in the call (very rarely do I hear this from a vendor, amazingly enough).  As me a bit about my general situation to get a conversation started.  Ask me a bit about myself, for example (people love to talk about themselves).  Ease into asking me about my challenges and problems – why did I ask to see a demo, for example?  What specific problems am I dealing with?  Ask me some ranging questions to begin to build an understanding of the value of making a change, for me. 

In return, you might tell me how some other customers, in similar situations to what I’ve described so far, have addressed their challenges – and what gains they’ve enjoyed as a result.  Now you might ask me if we should set up a second conversation to explore my situation more fully.  If I respond, “Yes, that’s sounds good…”, then now you can explore some of the qualification questions you’ve been dying to ask:

“Is this a concrete project?”
“Do you have a budget for this?”
“What is your buying time-frame?”
“Do you have the authority to make the decision?”


Why now?  Because since you’ve invested enough time with me asking intelligent questions, listening carefully, and offering intriguing insights, now I’ll be comfortable to answer your qualification questions honestly and without guile.  You’ve earned enough of my trust that I’m willing to share this information with you.

Tuesday, May 31, 2016

We Just Need a Prius, Not a Tesla...!

Just heard this nice revision of the old expression regarding “Buying it back”.  It used to be (in the U.S.), “We just need a Chevy, not a Cadillac…!” – now, you can hear the same idea communicated in a more up-to-date manner:  “We just need a Prius, not a Tesla…!”  Fabulous…

FYI – for those unfamiliar with the term, “Buying it back”:  this is where you have presented capabilities in a demo that the customer doesn’t perceive they need – and they say, “Either take those capabilities out, or give us a discount…”  That’s “Buying it back”!


Other contributions of the same idea are welcome (what do people say in the UK, on the Continent, in Australia, Japan, etc.?).

Tuesday, May 24, 2016

SkyTap – Consistent (Working!) Demo Environments…

I recently came across SkyTap, (www.SkyTap.com) an organization that provides cloud-based environments for development, testing, training – and yes, demos and POC’s.  I’ve had the chance to have a couple of conversations with the folks at SkyTap and to see a demo of the environment in action – it looks like an excellent solution to many of the demo environment challenges that we face.  

Very simply, it provides a consistent, stable copy of your demo environment (some might call it their “Gold” environment), accessible 24/7/365 from a web browser.  My understanding is that it is particularly useful for non-SaaS offerings (the more complex the environment, the more valuable it should be).   More information can be found here:  https://www.skytap.com/solutions/enterprise-sales-demos/. 


Any comments or experiences to share using SkyTap?  It seems like a really good thing!

Monday, May 16, 2016

“I’ll Call You At 3:00…” – Time Zone Cluelessness

Not once, not twice, but THREE TIMES last week I received email messages from vendors’ sales and presales folks that presented dates and times for a phone call – but without a time zone indicated…!  Here’s the first example, from a vendor trying to sell me software:

“I’m available at the following times:
·         Tue:  9, 10, 1, 3
·         Wed after 10
·         Fri: 2
…”

Please please please (please) list a time zone when proposing times for a call…!  Sheesh.

By the way, in all three cases the email “signatures” also lacked any indication of location, which would have at least given me (the recipient) a clue… 

[Extra credit quiz question:  how many time zones are there in the U.S.?}


Thursday, May 5, 2016

[Warning: Shameless Self-Promotion Alert!] May 18-19 Great Demo! Public Workshop – Last Chance

We have just a few seats remaining available for our upcoming Great Demo! Public Workshop, scheduled for May 18-19 in Sunnyvale, CA (Silicon Valley).  Registration and additional information can be found here.


Public Workshops are excellent opportunities for individuals, small groups or for teams that have new hires.  The May session will be a 1.75-Day Workshop, with the first day focusing largely on core Great Demo! material and the second ¾ day addressing more advanced topics and techniques.  

Wednesday, April 27, 2016

“Let Me Show You What’s Going On ‘Behind the Scenes’…” More Demo Ineptitude

How many times have you heard someone say, in a demo, “Let me explain what is happening behind the scenes…”?  As an audience member, do you typically care about these details?  (Nope).  Do high-ranking managers typically want to see or learn these details?  Nope.

And yet, the more technical the offering, and the more technical the presenter, the more often we hear these frightening words spoken.

Contemplate the following two examples:

You are considering purchasing a hybrid car.  What is the most important thing you care about, with respect to that car?  The answers are typically “gas mileage” or “the environment”.  For those of you who have considered a hybrid, have you looked at the batteries?  (Possibly).  Did you care that “the battery pack of the second generation Toyota Prius consists of 28 Panasonic prismatic nickel metal hydride modules—each containing six 1.2 volt cells—connected in series to produce a nominal voltage of 201.6 volts. The total number of cells is 168, compared with 228 cells packaged in 38 modules in the first generation Prius….”  (http://www.hybridcars.com/hybrid-car-battery/).  (Nope).  Similarly, did you care how the car decides when to change from full electric to gas engine?  (Nope).

Have you ever purchased a book on Amazon using the “Buy now with 1-Click” button?  Do you care what happens “behind the scenes” when you click that button?  (Nope).  All you really care about is getting your copy of your book delivered to your tablet or mailbox.  (You are welcome to run this experiment yourself by purchasing a copy of “Great Demo!”).  Do you care how many separate vendors and steps are involved (Amazon, credit card company, merchant bank, database tracking your history, printer, packager, shipper, etc. etc. etc.)?  Nope.

Yes, there are certainly some people who are interested in “what goes on behind the scenes”, but they are fewer in number –and are typically lower-ranking.

Recommendations?

Before you (or your team) dives into a detailed show-and-tell of “what’s happening behind the scenes” ask yourself is this important (to the customer) or necessary to learn?  Or, at least, ask the customer if he/she/they would like to know these details before plunging in…!