What Are Demo Requests?

A demo request is any request made by a potential customer to access a trial version of your products or services. Demo requests can happen when a prospective customer reaches out unexpectedly, or they can be the result of sales emails and other outreach strategies. Most companies have multiple demo opportunities ongoing at any given time.

Keeping Everything Organized

Demos are a great way to introduce potential customers to your product, but for that to happen, demo requests first have to be fulfilled successfully. Because demo requests can come from almost anywhere, managing them isn’t always easy. In order to stay organized, employees need a way to effectively find and reach out to potential customers, manage incoming requests, and quickly pass on information to coworkers.
Once demos actually are issued, organization becomes even more important. Employees need a centralized and clear cut method to track a potential customer’s progress, answer questions, gauge overall interest, and, if applicable, finalize a successful sale.
Demo requests come from everywhere, but organizing and tracking them in MangoApps makes management a lot easier.

Easy Demo Requests With MangoApps

With groups and trackers in MangoApps, demo requests become simple, straightforward, and successful. Detailed trackers make managing and organizing all of your different demo request methods easy. Inputting and updating information in trackers takes mere minutes and keeps demo content consistent no matter where it comes from. With trackers, your data stays up-to-date and informative from start to finish.
Groups dedicated to demo requests also let coworkers communicate and collaborate from anywhere and at any time. Whether you need to share a demo request, discuss outreach strategies, mange user questions, or fix an IT issue, working with a connected team makes everything a lot easier.

How to Create Trackers and Forms:

  1. 1
    Trackers and forms save time, simplify data management, and improve overall organization by collecting, storing, and analyzing information. To create a new tracker, first visit the department, group or team area where you want your tracker to be.
  2. 2
    Be sure that forms and trackers are enabled in the area and then select the trackers option from the left-hand navigation bar.
  3. 3
    Next, select ‘new’ to start a new tracker and choose from either a wide variety of available templates or start from scratch with a blank tracker.
  4. 4
    Add and remove content however you need until you're ready to publish.
  5. 5
    Once a tracker is published, users can easily input or view data at any time, and submissions are collected and organized all in one place.
  6. 6
    Easily create online forms that help share and collect detailed submissions that enter directly into the tracker.
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