In this training session, Saleo product experts Eunice Pak and Brian Honick walk users through the most effective strategies for scaling and managing their demo libraries. The session covers how to structure and grant permissions across viewer, editor, and owner seat types to avoid common pitfalls like over-assigning editor access and demo library sprawl. Eunice and Brian demonstrate how Saleo’s Demo Sync hierarchy, including parent demos, personalized views, and views of views, enables teams to cascade updates automatically across all demo levels, keeping every rep’s demo current without manual rework. The session also includes a live walkthrough of Saleo’s AI token personalization features, a scaling checklist for auditing and organizing demo libraries, and guidance on using Saleo’s analytics hub to identify which demos are actively driving engagement.
In this session they cover demo naming conventions, folder organization, tag-based token filtering, permission scaling strategies, and how to use usage data to guide demo creation and cleanup decisions.