Maximizing Demo Impact

When I was CRO of a $200M SaaS, doing POCs almost destroyed us—months wasted, team exhausted, buyers constantly delaying. Until my VP Sales said, “Kill the POC. We’ll validate value clearly in 3 hours flat”. Here's exactly how we rebuilt our sales process and cut our sales cycle by 50%: BACKGROUND: We were selling 100% enterprise. POCs were the automatic default: Heavy, technical validation lasting 1-3 months. It was painful… - Sales Engineers were overloaded - Buyers kept delaying due to resource issues - Buyers kept wanting more “just one more test” Initially, I thought: It’s Enterprise, that’s the game right? Until our VP Sales, Idan Arealy, joined. Two weeks in, he tells me: “No offense—but these POCs are total overkill.” “Buyers don’t need these endless tests.” “They’re not doubting the tech.” “They’re doubting the value.” “And we don’t need this complexity to prove value.” So he suggested a simpler, smarter alternative: The 'Use Case Workshop'—and it changed everything. Here’s the step-by-step: —— 1. Kickoff (45 min) - AE positions the workshop immediately post-demo: “Here’s what we typically do next to help validate real-world scenarios in just hours—no heavy lift needed. Shall we set it up?" - SE runs deeper disco into problem root causes in a kickoff call - AE sets clear Mutual Action Plan (MAP) 2. Internal Alignment (60 min) - SE & AE clearly define and build initial use-case solutions - Output: Slides outlining impactful solutions & open questions 3. Use Case Co-Design (45 min) - Live session with buyers walking through scenarios - Collaboratively refine solutions LIVE (e.g. Miro, slides): “Walk me through this problem in more detail—we’ll map exactly how solving it looks." 4. Prioritization & Wrap Up (30 min) - Jointly prioritize top 3 impactful use cases clearly: "Which scenarios, solved, would immediately solve [Problem]?" - Lock down committed next steps ↳ Result? - 3 focused hours (instead of months) - Clear, confident buyers ready to champion - 100% faster sales cycles & higher win rates —— POCs are NOT mandatory. Buyers don't want endless tests. Don’t default to what most buyers ask. Design what will solve what they need— With as little friction as possible. That's: Sales Process Design 101. P.S. We built Aligned to help manage the chaos of Complex Sales. 100% FREE Deal Room used by 40K AEs to run POCs, MAPs, etc. Try it https://lnkd.in/d_49kHZE

𝗜 𝗵𝗮𝘃𝗲 𝗿𝘂𝗻 𝟵𝟲 𝗱𝗲𝗺𝗼𝘀 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿. 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 5 𝘀𝗲𝗻𝘁𝗲𝗻𝗰𝗲𝘀 𝘁𝗵𝗮𝘁 𝗸𝗶𝗹𝗹 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗹𝘆. I’ve said every single one of these. And lost deals because of it. When I started as an AE, I thought demos were about 𝘪𝘮𝘱𝘳𝘦𝘴𝘴𝘪𝘯𝘨 people. So I’d over-explain. Show too much. Talk way too fast. Now? I treat demos like conversations—not performances. 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝟱 𝗹𝗶𝗻𝗲𝘀 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝗰𝘂𝘁 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲𝗹𝘆—𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝘁𝗼 𝘀𝗮𝘆 𝗶𝗻𝘀𝘁𝗲𝗮𝗱: 𝟭. “𝗟𝗲𝘁 𝗺𝗲 𝗾𝘂𝗶𝗰𝗸𝗹𝘆 𝘀𝗵𝗼𝘄 𝘆𝗼𝘂 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗼𝘂𝗿 𝘁𝗼𝗼𝗹 𝗰𝗮𝗻 𝗱𝗼…” Why it’s bad: It’s not about 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨. It’s about 𝘸𝘩𝘢𝘵 𝘮𝘢𝘵𝘵𝘦𝘳𝘴 𝘵𝘰 𝘵𝘩𝘦𝘮. Say this instead: “𝘠𝘰𝘶 𝘮𝘦𝘯𝘵𝘪𝘰𝘯𝘦𝘥 [𝘱𝘢𝘪𝘯]—𝘭𝘦𝘵’𝘴 𝘴𝘵𝘢𝘳𝘵 𝘵𝘩𝘦𝘳𝘦.” 𝟮. “𝗧𝗵𝗶𝘀 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 𝗶𝘀 𝘀𝘂𝗽𝗲𝗿 𝗰𝗼𝗼𝗹—𝘆𝗼𝘂’𝗿𝗲 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗹𝗼𝘃𝗲 𝗶𝘁.” Why it’s bad: You don’t know that. Focus on value, not hype. Say this instead: “𝘖𝘶𝘳 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴 𝘪𝘯 [𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺] 𝘶𝘴𝘦 𝘵𝘩𝘪𝘴 𝘵𝘰 [𝘰𝘶𝘵𝘤𝘰𝘮𝘦]. 𝘊𝘰𝘶𝘭𝘥 𝘵𝘩𝘢𝘵 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶𝘳 𝘵𝘦𝘢𝘮 𝘵𝘰𝘰?” 𝟯. “𝗬𝗼𝘂 𝗰𝗮𝗻 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗷𝘂𝘀𝘁 𝗮 𝗳𝗲𝘄 𝗰𝗹𝗶𝗰𝗸𝘀!” Why it’s bad: Vague. Sounds like a pitch, not a solution. Say this instead: “𝘛𝘩𝘪𝘴 𝘢𝘶𝘵𝘰𝘮𝘢𝘵𝘪𝘰𝘯 𝘴𝘢𝘷𝘦𝘥 𝘢 𝘴𝘪𝘮𝘪𝘭𝘢𝘳 𝘵𝘦𝘢𝘮 6+ 𝘩𝘰𝘶𝘳𝘴/𝘸𝘦𝘦𝘬. 𝘓𝘦𝘵 𝘮𝘦 𝘴𝘩𝘰𝘸 𝘺𝘰𝘶 𝘩𝘰𝘸.” 𝟰. “𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮𝗻𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀?” Why it’s bad: It puts all the pressure on them. Often leads to silence. Say this instead: “𝘏𝘰𝘸 𝘥𝘰𝘦𝘴 𝘵𝘩𝘪𝘴 𝘤𝘰𝘮𝘱𝘢𝘳𝘦 𝘵𝘰 𝘩𝘰𝘸 𝘺𝘰𝘶’𝘳𝘦 𝘩𝘢𝘯𝘥𝘭𝘪𝘯𝘨 𝘪𝘵 𝘵𝘰𝘥𝘢𝘺?” 𝟱. “𝗟𝗲𝘁 𝗺𝗲 𝗸𝗻𝗼𝘄 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸.” Why it’s bad: Passive = no next step. Say this instead: “𝘐𝘧 𝘵𝘩𝘪𝘴 𝘴𝘰𝘭𝘷𝘦𝘴 𝘸𝘩𝘢𝘵 𝘸𝘦 𝘥𝘪𝘴𝘤𝘶𝘴𝘴𝘦𝘥, 𝘸𝘰𝘶𝘭𝘥 𝘪𝘵 𝘮𝘢𝘬𝘦 𝘴𝘦𝘯𝘴𝘦 𝘵𝘰 𝘦𝘹𝘱𝘭𝘰𝘳𝘦 𝘱𝘳𝘪𝘤𝘪𝘯𝘨 𝘯𝘦𝘹𝘵 𝘸𝘦𝘦𝘬 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘵𝘦𝘢𝘮?” 𝗧𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁: — More engaged prospects — Clearer business value — Higher conversion to next step 𝗠𝘆 𝘁𝗮𝗸𝗲: Good demos don’t wow. They align, simplify, and move the deal forward. What’s one demo mistake you’ve stopped making—and what did you say instead? 𝗣𝗦. I share my demo prep in the comment below. #sdr #ae #coldcalling SDRs of Germany

After creating hundreds of thousands of presentations, Nancy Duarte discovered a framework in 2010 that changed her life. She mapped it over Martin Luther King's "I Have a Dream" speech and Steve Jobs introducing the iPhone. Both aligned perfectly. She cried in her office - the pattern she'd been desperate to find was real. See, most founder pitches fail the same way. You stack all the customer pain points at the start, then demo your product at the end. By the time you reach your solution, people have already decided if they're interested. They tuned out at slide 8. Duarte's Sparkline does the opposite. You alternate between “what is” and “what could be” throughout the entire pitch. Pain, solution. Pain, solution. The pattern works because contrast commands attention and open loops create psychological discomfort. The brain needs recurring tension to stay engaged: - MLK toggled between injustice now and "I have a dream" repeatedly. - Jobs contrasted clunky smartphone limitations with iPhone capabilities throughout the 80-minute presentation. - JFK alternated between the US’s space limitations and “we choose to go to the Moon in this decade.” Each toggle made staying in the current state unbearable. The execution: 1. Make your customer the hero by using their exact words Interview five target customers or investors before you build slides. When they describe frustrations, use their language verbatim. This proves you understand their reality before pitching your solution. 2. Paint “what could be” with sensory detail Not better accommodations. Instead: a family arrives in Paris, their Airbnb host left fresh croissants and a handwritten neighborhood guide on the kitchen table. They feel like locals, not tourists. Concrete outcomes stick. Abstract benefits are forgotten. 3. Alternative problem/solution throughout - never batch Pain 1, solution 1, pain 2, solution 2, pain 3, solution 3. Never group all problems then all features. Batching lets investors and customers mentally check out before you finish. 4. End with an immediate next step (24-48 hours) For investors: “By Friday, confirm the partner meeting date and three references you want to call.” For customers: “By tomorrow, send three use cases and I'll record a custom demo by Wednesday.” Make the decision immediate and concrete. Watch for these signals mid-pitch: You're losing them when investors lean back, check phones, or pivot to questions about your burn rate and competition. You're winning when customers interrupt to describe their specific use case, ask about implementation timeline, or want to loop in their team immediately. When every startup in your category has similar features, the pitch that creates unbearable tension wins the round, the sale, and the talent.

Your sales managers are drowning in data—but starving for clarity. I was on a call last week with a VP of Sales who showed me his dashboard. 47 different metrics. I asked him : "Which number, if it moved 20% this month, would change everything?" Silence. Here's what I see happening: Leaders know *something* is off. Pipeline isn't converting. Reps are busy but not productive. Deals are slipping. But they can't pinpoint the actual behavior or skill gap that's causing it. Here's how to actually diagnose what's broken (and fix it fast): —— Step 1: Pick ONE North-Star Metric Not 10. Not 5. One. What's the single number that, if improved, would cascade into revenue growth this quarter? Could be: → Connect rate → Discovery-to-demo conversion → Demo-to-proposal rate → Close rate Pick the constraint. Ignore the rest for now. —— Step 2: Work Backward to the Behaviors Metrics don't move themselves. Behaviors move metrics. Ask: What are the 3–5 specific actions that directly influence this number? Example—if your North-Star is close rate: • Multi-threading (are reps building champion + EB relationships?) • Next-step clarity (is every call ending with a concrete commitment?) • Objection handling (are reps folding on pricing or timeline pushback?) Now you have a target. You know exactly what behaviors to inspect and improve. —— Step 3: Inspect the Work, Not Just the Outcome Most managers live in lagging indicators. They see the deal lost, the pipeline gap, the missed forecast—after it's too late. Top leaders inspect leading behaviors weekly: → Listen to 2–3 discovery calls per rep. Score them on your behavior checklist. → Review pipeline hygiene: Are next steps clear? Are close dates realistic? → Check activity quality: Are reps reaching the right people, or just burning through volume? You'll spot the gap in week one. You can course-correct in week two. —— Step 4: Use BIPSY to Diagnose the Root Cause When a behavior isn't happening, most managers assume it's a skill problem and throw training at it. But the issue might be: B – Behavior: They don't know they should be doing it. I – Issue Diagnosis: We don't know the CAUSE of the problem. P – Process: There's no clear standard or it's not reinforced. S – Skill: They know what to do but can't execute it well. Y – You (Impact): YOU as the leader aren't doing the right things. Diagnose correctly, and your fix is 10x faster. Don't guess. Diagnose. —— Step 5: Coach the Behavior Until It Sticks One conversation won't change anything. Great managers build a weekly rhythm: Monday: Inspect the work (calls, pipeline, activity). Tuesday–Thursday: Coach the gap in 1:1s with real examples. Friday: Measure early proof (did the behavior improve?). Rinse and repeat. This is system force, not brute force. The Bottom Line: Your team doesn't need more dashboards, more meetings, or more motivation. They need clarity and specific actions.

I just watched an AE lose a $1.2M deal after running a "successful" product trial that the prospect LOVED. After 8 weeks of work, the CFO killed it with five words: "Let's try our current vendor." This happens because most reps treat trials as product demos instead of what they actually are: RISK ELIMINATION EXERCISES. After analyzing 200+ enterprise sales cycles at companies like Salesforce, HubSpot, Thomson Reuters, and Workday, I've identified the exact framework that separates 80%+ trial conversion rates from the industry average of 30%. Here's what most reps get wrong: They skip qualification and jump straight into the trial. Big mistake. Before any trial, ask these 3 questions: → "What happens if you don't solve this problem in the next 90 days?" → "How have you tried solving this before?" → "Who else is affected by this problem?" These eliminate 68% of unqualified trials before they start. Next, define success upfront: → Technical requirements that must work → Business metrics they expect to see → Timeline for implementation → User adoption patterns needed Get confirmation: "Just to confirm, if we demonstrate these criteria, you'd be ready to move forward with purchase by [date]. Correct?" Map every stakeholder: → Technical buyers (include every trial user) → Economic buyers (CFO/budget holder) → Political influencers (who can kill deals) → Current solution advocates (who benefits from status quo) For each person, document their personal win/loss scenarios. Have legal review agreements BEFORE starting trials. "We typically have legal review the agreement structure ahead of time so there are no surprises later. Would you be open to having them review a blank agreement while the trial is running?" Finally, handle the current vendor objection upfront: → "Have you discussed these challenges with your current vendor?" → "What was their response?" → "What specific capabilities do they lack?" Document these answers to build your business case. Results from this approach: ✅ Trial conversion: 32% to 83% in 60 days ✅ Deal size increased 40% ✅ Sales cycle shortened 37% ✅ Forecast accuracy improved 92% ✅ 43% less time on unsuccessful trials Stop running trials. Start running risk elimination exercises. — P.S. Sales Leaders, want to ACTUALLY move the needle in your org and find an extra $2 to $10 million of hidden revenue? Go here: https://lnkd.in/gDexefD5

From 2017 to 2021, Gong grew from $200k ARR to nine figures. During that window of time, I spent dozens of cycles with our VP Sales on crafting demos that sell. Here's 6 elements of insanely persuasive sales demos I learned (trial and error): 1. Flip Your Demo Upside Down Most salespeople save the best thing for last. Wrong move. By that time, buyers have checked out. Some have even left the room. Start your demo with the most impactful thing. Save dessert for the beginning. Not end. 2. Give Them A Taste, Not A Drowning You eat, sleep, breathe your product. So you want to show EVERYTHING. You believe that the MORE you show, the more VALUE you build. Wrong move. Your just diluting your message. Show exactly what solves your buyer's problem. Nothing less. But also, nothing more. 3. Focus Your Demo On The Status Quo’s Pain It’s  tempting to focus on benefits. They’re positive and easy to talk about. But focusing your message on the pain of the status quo is more persuasive than focusing on benefits. If your buyer believes the status quo is no longer an option, they’re a step closer to investing in a new resource. Your new resource. People are more motivated to NOT lose than they are motivated to gain something new. Use this psychological bias to your advantage. 4. Avoid Generic Social Proof We're all trained to use social proof. Whether it works is not so simple. Using endorsements from big customers might win credibility with a few buyers, but it'll work against you if your buyer doesn't "identify" with the customer you're name-dropping. It alienates them. If you cite a bunch of your customers who DO NOT LOOK like your buyer? They’ll think “This product isn’t designed for clients like me.” Only name drop customers they can identify with. 5. Frame the problem at the beginning of the demo. Start with a "What We've Heard" slide. Center your buyer on the problem. And get new people in the room up to speed. Then show a "Desired Outcome" slide. Do those two things, and now your demo is a bridge between the two. Easy for your buyer to "sell themselves" when you do that. 6. Frame the pain each feature solves. This is the "micro" version of the previous tip. For EVERY NEW FEATURE you showcase: You HAVE to frame the problem it solves. Otherwise, it's meaningless. At best, your buyers write it off. At worst, it triggers objections. That's all for now. This is nowhere near the last thing to be said about demos that sell. So what would you add? P.S. After watching 3,000+ discovery call recordings, I picked out the best 39 questions that sell. Here’s the free list: https://go.pclub.io/list

🎯 After what I can safely say is hundreds of B2B SaaS sales interactions, the biggest make-or-break is mastering the demo execution. Here's what changed the game for us at Data Dumpling: No. 1 - Never wing it Never. No. 2 - Don't jump straight to the demo Spend the first half of the call understanding their current tool stack and pain points. Later on, when you're actually walking them through the demo, you're using the words they're using and describing a solution to their pain point using language that resonates with them. No. 3 - Prepare to personalize  Generic screenshots are conversion killers. Try to create customer-specific mockups that showcase their solution within the prospect's actual brand environment. This isn't just about cute customization—it's about helping prospects visualize their future state, making the buying decision feel less like a leap of faith. No. 4 - Friction-Free Next Steps The demo-to-close gap often widens when next steps aren't crystal clear. Our conversions nearly doubled when we consciously ended every demo with exactly two clear actions the prospect can take. After that, we'd reinforce these same steps in follow-up communications. Complexity kills momentum. No. 5 - Multi-Touchpoint Relationship Building As a founder leading sales for the first time, my biggest learning has been that demos exist within a broader relationship context. By connecting with prospects across multiple channels (email, LinkedIn, WhatsApp/text) before and after the demo, you stay top-of-mind throughout the entire evaluation process. Building a cool product isn't enough anymore (esp. when AI can copy it in no time) - I found that it pays to stand out by just taking the time to make each prospect feel special. What patterns have you noticed in your most successful prospect interactions?

𝐃𝐞𝐦𝐨𝐬 𝐡𝐚𝐯𝐞 𝐛𝐞𝐜𝐨𝐦𝐞 𝐚 𝐝𝐚𝐧𝐠𝐞𝐫𝐨𝐮𝐬 𝐜𝐨𝐦𝐟𝐨𝐫𝐭 𝐳𝐨𝐧𝐞 𝐟𝐨𝐫 𝐦𝐚𝐧𝐲 𝐬𝐚𝐥𝐞𝐬𝐩𝐞𝐨𝐩𝐥𝐞. They rely on the product to do the heavy lifting. “If they see it, they’ll get it,” they say. 𝐇𝐢𝐬𝐭𝐨𝐫𝐲 𝐩𝐫𝐨𝐯𝐞𝐬 𝐨𝐭𝐡𝐞𝐫𝐰𝐢𝐬𝐞. The problem is that demos often showcase capability, not relevance. Buyers leave impressed but unmoved. The product that works is adaptive demonstration: workflows and examples tailored not just to the industry, but to the buyer’s actual day-to-day frustrations. Modern demo tools allow this, but it still requires a seller who knows how to turn functionality into personal value. The solution is a demo that feels like a preview of their future success. 𝐒𝐡𝐨𝐰 𝐭𝐡𝐞𝐦 𝐰𝐡𝐚𝐭 𝐭𝐡𝐞𝐢𝐫 𝐥𝐢𝐟𝐞 𝐥𝐨𝐨𝐤𝐬. 𝐥𝐢𝐤𝐞 𝐚𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦 𝐢𝐬 𝐬𝐨𝐥𝐯𝐞𝐝 When a buyer can picture themselves winning, the deal accelerates........

Are Automated Demos Getting the Job Done? Sadly, not enough! Most focus on the LEAST important idea: HOW the software works. And they ignore WHAT problems need to be addressed, WHY it is important, and the VALUE of making the change. Use these attributes and assess - Setting Context: Who is this for (who should watch it and why)? Problem Identification: What problems are being addressed (or need to be addressed)? Solution Presentation: What solutions are offered? Value Communication: What is the tangible value of making the change? Length: Is the length consistent with the objective of the demo? (E.g., Vision Generation vs Technical Proof vs Training) Call to Action: What do you want your prospect to do? Simplicity: Does it communicate a message that can be easily retold? Clarity: Is it easy to understand? Engagement: Are prospects focusing on the demo or multi-tasking?

Why so many safety software demos miss the mark and what to do about it... Over the past few years, I’ve been involved in a wide range of enterprise software procurements for health and safety. As part of these engagements, I’ve sat through countless product demonstrations and I’ve noticed recurring themes. Too often, vendors treat demonstrations as an extended sales pitch: a whirlwind tour of features, dashboards, AI modules, mobile apps, ESG tracking and every other capability in their toolbox. That’s fine for a first sales demo. But beyond that initial overview, the focus should shift. Once you're inside a competitive bid or RFP process, the demo is no longer about the vendor; it’s about the customer. A shift from "Check out what our software can do!” to “This is how our software can help solve your most pressing problems and prepare you for the challenges you haven’t faced yet” That means: Configuring the demo to reflect the organisation’s actual workflows. Demonstrating how the platform enables better decision-making, supports critical processes and reduces the manual effort and mental load currently carried by humans and spreadsheets. Showing how the solution can evolve to meet emerging needs, not just yesterday’s pain points. This isn’t just on vendors though... Organisations need to show up with clear problem statements and a sense of where they’re headed. What’s not working now? What’s likely to change? What capabilities will be essential two years from now? Procurement, at its best is a co-design process. If you’re selecting software, don’t ask for a software demo. Ask for a demonstration of understanding — and foresight. And if you’re a vendor, don’t just show off your tech. Show how it can make a difference to your customer. #safetytech