Skip to main content


8 Reasons to Automate Your Sales Demo Process

  Sales demos have always been a big part of the SaaS customer acquisition process. Live one-to-one demonstrations are a powerful way to show prospects what a product can do. Indeed, many SaaS teams love this way of connecting with potential customers because it has average conversion rates of 5% to 15%. However, live demos aren't the perfect solution for SaaS brands. They take a lot of time to schedule and complete, they can draw out the sales cycle, and they're impossible to scale. As SaaS operations are becoming more cost-effective, efficient, and streamlined, live demos can seem like a relic from the past. And yet, despite these drawbacks, the live sales demo endures because of its power to educate your prospect and give them first-hand experience of how your product can provide them with value.  But what if there was a way to get all the positives of a live sales demo without the negatives? Thankfully there is. Welcome to the world of sales demo automation. What is sales d

What is User Activation and How to Increase the User Activation Rate

Image by benzoix on Freepik   User activation is one of the most critical and influential KPIs for your SaaS product. At its simplest, it describes the process of a prospect becoming an active user.  The steps required to get a user to that point are complex. However, a digital adoption platform can help. Let’s explore how. But first, let’s look at what user activation is and why it’s so crucial for your SaaS product. What is user activation? User activation is one of the essential parts of the buyer journey. It happens when users have gotten a benefit from your product to the point that they will pay for it or become regular or active users. Many people mix up the Aha moment with user activation. However, they describe two different things. Let's explain this further. The Aha moment happens when users realize what your SaaS product can do. They see it in action and understand its potential to help them do something quicker, cheaper, better, or whatever your USP is. On the other h

Salesforce In-App Guidance: What You Need to Know

  Salesforce is a cloud-based customer relationship management (CRM) tool. It's packed with features and functions that allow businesses to handle customer success and product management, predict sales revenues, nurture leads, and increase productivity.  However, all these varied and excellent applications come at a cost. One commonly-cited issue with Salesforce is its steep learning curve. A difficult-to-learn app can be a real issue when you need to train new users. The CRM software giant recognized this some time ago. As a result, they released a tool called In-App Guidance as part of their Lightning Experience upgrade.  The idea behind In-App Guidance is that it helps train and onboard new users with on-screen prompts and interactive walkthroughs.  Let's explore more. Image by drobotdean on Freepik What is Salesforce In-App Guidance? Salesforce has been around for a long time. It's well-established as the most popular sales and CRM tool. A few years ago, they introduced