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What Are Demo Requests?

When a potential customer requests a trial version of your product or service, it’s crucial to respond quickly and create a smooth experience, where they receive easy access to the particular demo they requested.
Most companies have multiple demo opportunities available at any given time, and demo requests can come from a variety of sources. Sometimes they’re a result of sales outreach, and other times they’re unexpected. Either way, they need to receive attention to ensure a consistent, effective customer experience.

Problem: Keeping Everything Organized

Demos are a powerful tool for customer outreach, and can come from a wide array of sources. Managing these requests can be a logistical challenge, so it’s important for employees to have a way to effectively find and reach out to potential customers without duplicating each other’s efforts, as well as manage incoming requests and pass information to colleagues when needed.
Once demos are issued, employees need a clear-cut method to track customer progress, answer questions, gauge overall interest, and where applicable, finalize a successful sale. Interruptions to any phase of this process can lead directly to lost sales, making it one of the most important funnels in any business model.
Demo requests come from everywhere, but organizing and tracking them in MangoApps makes management a lot easier.

Solution: Easy Demo Requests With MangoApps

Groups and trackers in MangoApps empower your team to handle demo requests in a straightforward manner. Inputting and updating information in trackers takes minutes and ensures that demo content is consistent no matter where it comes from, and having this master source of information keeps everyone involved in the sales cycle updated and on the same page.
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, manage user questions, or fix an IT issue, having a mobile-accessible, centralized workspace makes it easy to get answers.

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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