What To Look For in a Sales Demo Solution | Tips & Best Practices

A great sales demo will lead to higher client engagement and an improved conversion rate. But, how do you ensure that your sales and marketing teams deliver the best sales demo possible? 

A demo shows prospects what your product or service can offer them. To create a great demo, you’ll need the right sales demo solution. 

In this guide, we discuss what to look for in a sales demo solution. We’ll also cover some of our top tips and best practices for creating captivating sales demos! 

Why Do You Need A Sales Demo Solution?

What is a sales demo solution, and why do you need it? 

A sales demo pitches your product to a prospect, rather than existing clients. 

Because the prospect is not yet familiar with your products or services, a powerful and effective sales demo is a must. It can boost interest in your product or service, increasing conversions and ultimately closing deals. 

A sales demo solution gives you the tools you need to pitch an effective sales demo, every time. 

What To Look For In A Sales Demo Platform

Your business is unique. 

No matter what industry you’re in, you have a unique client base to consider. Because your company has unique features, your choice of a sales demo solution needs to reflect that. 

Here are our 3 top tips for choosing the right sales demo platform for your business.

  1. Discover What Works For Your Industry

What are your industry peers using for their sales demos? Read business reviews of the top sales demo platforms. If a platform is popular with, for example, software companies, it may work for your software company too. 

Understanding the industry standard will guide you in the right direction when choosing a new sales demo solution.

  1. Consider Your Budget

Consider the budget that you have to work with. 

Even if a sales demo platform worked for your rivals, it may not be cost-effective for you. This doesn’t necessarily mean that you have to cut corners. There’s a wealth of sales demo tools that are affordable, allowing you to do more with less. 

Seriously think about what core features you need, and if the bells and whistles are worth the extra cost.

  1. Take Up A Free Trial

Still undecided about which platform offers the tools you need? A free trial lets you try out a sales demo solution, obligation-free. You’ll quickly learn what’s right for your specific needs. 

Your sales reps will give you valuable feedback on how user-friendly or not the tools are. 

Sales Demo Best Practices

These are the sales demo best practices to incorporate for more conversions and bigger sales. Not to mention, quite possibly, future referrals from those same prospects. 


What’s as important, perhaps more important, than knowing your product or service? Knowing your prospects. You know the ins and outs of the product you’re selling. But all of that is in vain if you don’t understand the prospect.

Knowing your prospect means:

  • Understanding their wants and their needs.
  • Understanding how your software can improve their business operations. 
  • Being able to create a pitch that resonates with their demographic.

Research the prospect. Who are they, who do they represent, and what are they looking for? 

When planning your sales demo, consider a personalized demo environment. If pitching to more than one prospect, find a balance that strikes a chord with all of them. Do they have a common goal? Are they from similar industries?


Communicate effectively and you’ll pave the way to a successful sales demo. Respond to requests for information promptly. Offer a sales demo and make it easy for the prospect to say yes.  

Don’t forget follow-up calls and emails. If you aren’t quick to respond, they’ll lose interest and you’ll lose out on a sale. Confirm the demo time, and use software to simplify the entire communication process.


A powerful sales demo experience not only impresses the prospect but also empowers your team. Stress the importance of punctuality.  

Get your ducks in a row before your prospect arrives at the meeting. Become familiar with the software for live sales demos ahead of time. 


Live demo calls don’t require prospects to physically meet you somewhere. Look for a sales demo platform that allows you to pre-record demos, or easily offer live demo calls. 


Make it as easy as possible for prospects to reach out to you. Integrate a consultation request on your site for further information. Include graphs and images on your demo landing page to get the point across quickly and clearly. 

Product Specs

Ensure you’re up to speed with all the specs of your product. What can it offer the prospect, and why is this product better than the competition? 

If you’re delivering a live sales demo, prospects will be able to ask any questions they have. So, to make a great first impression, ensure that you know your software like the back of your hand. 

Practice & Planning

Want to know how your sales demo will be received? Plan the sales demo to iron out any kinks. In fact, a great idea is to create a sales demo script for yourself. This way, you can keep track of the important aspects of your product you need to mention. Don’t forget to run through the demo a couple of times before the pitch to make sure it’s ready. 

Final Thoughts

With these simple tips and best practices, your next sales demo should be a breeze! 

Using a great sales demo platform makes all the difference. With the right platform, you can create highly personalized and engaging demos.  

If you’re looking for a sales demo solution that takes your demos to the next level, consider Saleo. Request a demo today, and you won’t look back! 


Brian Cody

VP of Sales Engineering, Clari

Michael Stanczak

VP of Enterprise Sales, illumin

Ryan Splain

Principal Demo Solutions Engineer, Salesloft