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How to Rock a Salesforce Demo
(and why it matters!)
March 2, 2016
Speakers
Mike Gerholdt
Manager, Admin Evangelism
@MikeGerholdt
LeeAnne Templeman
Senior Admin Evangelist
@leeanndroid
Forward-Looking Statements
​ Statement under the Private Securities Litigation Reform Act of 1995:
​ This presentation may...
Get Social with Us!
@salesforceadmns
#awesomeadmin
ButtonClick Admins
Salesforce Admins
The video will be posted to YouTub...
Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
•  We have team members on hand to ...
Agenda
•  Why Demo?
•  Demo: How I Get Ready To Demo
•  Best Practices
•  Resources
•  Q&A
Why Demo?
Typical Demo Situations
•  Internal User Training
•  Executive Presentation
•  User group presentation
•  Dreamforce sessi...
Who Is Your Audience?
•  End Users
•  Executives &
Stakeholders
•  Developers
•  Salesforce Admins
But Why?
•  Adoption & Training
•  Drive Understanding
•  Showcase Work Product
•  Encourage Innovation
Build Your Demo
Know Your Formula
Business Need
Feature
Impact
Formula In Action
Sales User
Adoption
Opportunity Workspace
Pipeline Board
Account Insights
Updating Deals
Closing Business
Cleanup
Eliminate Distractions
•  Presentation Mode
•  Notifications
•  Bookmarks Bar
Dummy Data
​ Give them something fun to look at
•  Personalized to your audience
•  Showcase UI
•  Articulate field meaning
Let’s Get Ready To Demo!
Best Practices
Have A Plan
•  Write out your click path!
•  Log in early
•  Hide sensitive data
•  Set expectations
Sloooooooow Down
​ Take it down a notch
•  Pause between statements
•  Don’t constantly click
•  No crazy mousing
Practice Makes Perfect
Find an Audience
•  Practice your entire demo, including click
path
•  Watch how they respond
•  Wh...
Resources
•  Dreamforce 15 Session: The Art of The Technical Demo
•  Article: How To Rock Your Next Salesforce Demo
•  Sam...
Join the Admin
Webinar Group
for Q&A!
bit.ly/AdminWebinarGroup
Q & A
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How to Rock a Salesforce Demo (and why it matters)

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Salesforce Admin Evangelist LeeAnne Templeman gives tips and tricks for delivering a great demo and becoming a #demomaster!

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How to Rock a Salesforce Demo (and why it matters)

  1. 1. How to Rock a Salesforce Demo (and why it matters!) March 2, 2016
  2. 2. Speakers Mike Gerholdt Manager, Admin Evangelism @MikeGerholdt LeeAnne Templeman Senior Admin Evangelist @leeanndroid
  3. 3. Forward-Looking Statements ​ Statement under the Private Securities Litigation Reform Act of 1995: ​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. ​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. ​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  4. 4. Get Social with Us! @salesforceadmns #awesomeadmin ButtonClick Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
  5. 5. Join the Admin Webinar Group for Q&A! ​ Don’t wait until the end to ask your question! •  We have team members on hand to answer questions in the webinar group. • Stick around for live Q&A at the end! •  Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
  6. 6. Agenda •  Why Demo? •  Demo: How I Get Ready To Demo •  Best Practices •  Resources •  Q&A
  7. 7. Why Demo?
  8. 8. Typical Demo Situations •  Internal User Training •  Executive Presentation •  User group presentation •  Dreamforce session
  9. 9. Who Is Your Audience? •  End Users •  Executives & Stakeholders •  Developers •  Salesforce Admins
  10. 10. But Why? •  Adoption & Training •  Drive Understanding •  Showcase Work Product •  Encourage Innovation
  11. 11. Build Your Demo
  12. 12. Know Your Formula Business Need Feature Impact
  13. 13. Formula In Action Sales User Adoption Opportunity Workspace Pipeline Board Account Insights Updating Deals Closing Business
  14. 14. Cleanup Eliminate Distractions •  Presentation Mode •  Notifications •  Bookmarks Bar
  15. 15. Dummy Data ​ Give them something fun to look at •  Personalized to your audience •  Showcase UI •  Articulate field meaning
  16. 16. Let’s Get Ready To Demo!
  17. 17. Best Practices
  18. 18. Have A Plan •  Write out your click path! •  Log in early •  Hide sensitive data •  Set expectations
  19. 19. Sloooooooow Down ​ Take it down a notch •  Pause between statements •  Don’t constantly click •  No crazy mousing
  20. 20. Practice Makes Perfect Find an Audience •  Practice your entire demo, including click path •  Watch how they respond •  What questions do they ask? Record Yourself •  Use recording tools to review your demo. •  Watch without audio, listen without visuals.
  21. 21. Resources •  Dreamforce 15 Session: The Art of The Technical Demo •  Article: How To Rock Your Next Salesforce Demo •  Sample Demo Script will be posted to Success Community!
  22. 22. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup
  23. 23. Q & A

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