Salesforce is a name that resonates across the tech world. Their customer relationship management platform is trusted by businesses of all sizes. With new AI capabilities taking center stage, showing the power of their product in a live, relevant way was more important than ever. But doing that consistently and at scale wasn’t easy.
Salesforce needed a way to deliver personalized, enterprise-ready demos while maintaining their core value – trust. For a company of their size and complexity, that meant doing more than just stitching together a few demo tenants. They needed a scalable and effective way to demo the future of CRM.
The Challenge:
Salesforce teams were expected to deliver demos in the live product. Anything less didn’t reflect the brand’s commitment to trust and transparency. But there were obstacles.
Customized demos took significant time to create. Reps often leveraged generic assets, which didn’t always connect with the prospect or customer. These demos didn’t reflect the pain points or verticals of the audience, and sometimes left prospects needing to imagine the value instead of experiencing it firsthand.
Their AI features also presented some challenges. Agent-driven capabilities like Agentforce required significant data to operate smoothly and predictably. Every time a new demo was prepared, it consumed credits and added cost. The more impressive the demo, the more expensive it became.
Things like Agentforce consume credits. This was a red flag, because every single time an SE created a new demo it would consume credits for all the data that had to be loaded to allow the agents to effectively query and to come back with recommendations, letting AI do what AI is great at. So we had to think about that from the demo center of excellence point of view. How do we make sure that we’re being responsible, with the technology, with the way that it’s consuming credits? Because everything that we do ultimately costs money.
Amelia Ochodnicky
Distinguished, Strategic Solution Engineer, Salesforce
Disparate demo tenants with disconnected data only made the situation harder. Sales engineers juggled demo environments with inconsistent experiences and no easy way to align the narrative across platforms.
The Turning Point: Personalized, Predictable Demos in the Live Product
The Salesforce team partnered with Saleo to solve these challenges. What made the difference wasn’t just personalization or scalability alone, it was the ability to demo the real product, powered by real data, in a consistent and efficient way.
Saleo enabled Salesforce teams to inject personalized data directly into the live platform. This gives sales engineers full control over text, images, charts, and more. Allowing each demo to be tailored without technical help or time-consuming prep.
I can really personalize and utilize the token library to go from what used to take me three or four hours to being able to create that personalized story in about fifteen minutes.
Amelia Ochodnicky
Distinguished, Strategic Solution Engineer, Salesforce
Saleo’s hybrid approach to demoing AI allowed teams to guide agent-driven steps with preset responses, reducing unpredictable behavior and improving load times. This helped the team present advanced AI functionality with confidence, while cutting the cost per demo.
The Results: Trusted Demos, Delivered at Scale
The impact was clear:
- 3 hours of prep time saved per demo
- 100% increase in confidence scores among SEs using Saleo
- Fast speed to value using Saleo’s image and text replacement tools
By using Saleo, Salesforce unlocked the ability to tell a consistent and cohesive story across their platform, without relying on generic assets. Every sales engineer could confidently walk into a meeting knowing their demo was ready and relevant.
When you’re in front of a customer, you need to instill confidence in what you’re showing and be confident giving the demo. That is why we got on board with Saleo, because you were the only one in the space that lets us have our software do what it’s supposed to do while giving us what we need as demonstrators, as solution engineers, to be confident in what we’re presenting.
Amelia Ochodnicky
Distinguished, Strategic Solution Engineer, Salesforce
Conclusion
With Saleo, Salesforce achieved scalable personalization in their live product demo, even with the complexity of AI. The result wasn’t just more efficient demos, it was more compelling demos that connect with prospects.
For years, we’ve wrestled with the same problem. We want to customize a demo for a customer, but we don’t have the time to build environments from scratch for every meeting. Saleo is a tool I wish we had 10 years ago. We’re glad we have it now, as it solves this problem. It’s become part of our daily rhythm.
Chris Serger
VP, Solutions Engineering, Salesforce
Ready to see how Saleo can help you personalize your AI demos at scale?
