Getting your Partner Demo account “demo-ready” will take a little bit of time and effort to set up, but will help you be much more effective at showing small business prospects the benefits of partnering with you and BenchmarkONE.
Stick to building out the core components (contact records, campaigns, basic reporting data) before filling out other elements (tag scores, email and forms with automations, contact activity).
Resources for filling out your Demo Account
Everyone will have different favorite parts of the app, but regardless, here is a good flow of topics you should consider covering in a 30-minute demonstration:
Import or add contacts manually
Capture contacts with the form builder
Track contacts with webpage tracking
Introduce automations that can be triggered by form submissions or link clicks
Demonstrate contact search and global search filters
Tour scores, notes, and activity in individual contact records
Track deals with the deals pipeline
Building text-based, drag & drop, and predesigned emails
Putting together a multi-step email campaign
Sending emails and starting contacts on campaigns
Tracking activity through reporting
Monitor the activity stream, scheduled emails and scheduled campaigns from the dashboard