Guides
Dec 6, 2024
-
4 min read

Storylane for presales teams & sales engineers

written by
Ranga Kaliyur
|
Product Marketing Lead
reviewed by
|
Table Of Contents
Clip

Storylane for Presales & Sales Engineers

As a presales person or sales engineer, a large part of what you do involves developing a deep, technical understanding of customer needs and crafting demos that highlight how your product can address them. As you know, this is not without its challenges.

  • For one, manually scaling personalized demo environments can be tedious and time consuming.
  • For another, managing demo consistently and quality across multiple teams is often infeasible.
  • With live product environments, there’s always a risk of unexpected crashes and data exposure.
  • And finally, building demo environments from scratch tends to involve developer dependency.

This is where demo automation comes in; to build code-free, personalized, and reliable demos at scale: 

  • Code-free demo building - capture and customize the look and feel of your product, including scrolls, interactions, on-screen content, and guides with drag-and-drop demo building.
  • Personalization at scale - tailor your demos based on prospect names, company names, geographies, currencies, and more in a matter of seconds with text and image tokens.
  • Reliable environments - eliminate the risk of unexpected malfunctions or inadvertent sensitive data exposure in the live product environment with curated, pre-blurred demo environments

And with that, here are 5 ways to use Storylane for Presales and Sales Engineers. 

1. Pre-call demo

Buyers want to learn as much as they can about the product before they talk to Sales. In line with this preference, share a guided demo before the initial discovery call or RFP so prospects can have a taste of the product on their own.

  • For one, this gives prospects hands-on context around your product. In turn, this reduces the time spent on discovery and makes room for deeper, technical discussions with presales.
  • For another, analyzing demo engagement may reveal which features and use-cases the prospect cares about most. Again, this encourages high-intent conversations with sales and presales.

Example: Campminder shares a pre-call read-up to inbound leads, including a link to their guided demo

Once prospects see the guided product walkthrough, we skip over the discovery, and jump straight into a high-intent demo. Time saved for buyers and sellers. Skip over all the back and forth!
- Melany Hallgren, Sales Manager, Campminder

Key feature 

Guided demo -  A self-paced interactive demo involving a sequence of steps, hotspots, and annotations. The goal is to help prospects learn more about the product independently. Learn more.

2. Live demos

Once qualified prospects experience your guided demo, they’ll want to learn more about the product over a live demo with Sales. For this, build, duplicate, edit, and personalize sandbox demos in a few clicks — without the worry of unexpected glitches or data exposure associated with live environments.

  • Sandbox demos act as guardrails, eliminating the usual risks associated with live environments. This helps sales reps, SEs, and AEs give confident product walkthroughs during live demos.
  • On-screen elements such as text, data, and media may be edited, blurred, or omitted to reflect your product in its best light. Also, as previously mentioned, these demos may be personalized by names, company, logos, currencies, dates, and more via dynamic demo tokens.

Key feature 

Demo Tokens - Variable elements to personalize demos at scale (Similar to how personalized emails work). Storylane supports a range of token types including text, date, and images. Learn more.

3. Use-case validation

One demo is rarely enough to close a deal. After a live demo, most prospects double down on research to better understand your product and its use-cases before committing to a purchase decision. Build use-case and persona specific Demo Hubs to help prospects better evaluate and validate your solution.

Example: SentinelOne’s Demo Hub validates multiple complex product features over bite-sized demos

Example: Dreamdata’s solutions page consists of multiple use-cases, each linking to a Storylane demo

Key feature 

Demo Hub - A centralized collection of interactive demos, typically broken down by use-cases or buyer persona to help prospects evaluate and validate a wide range of product capabilities. Learn more.

4. Technical deep dives 

Towards the tail end of a purchase decision, it’s quite common for prospects to schedule multiple calls with presales and sales engineers for a deeper exploration into product capabilities and limitations. Storylane is your best friend when it comes to these technical product deep dives. 

  • Build interactive demos for targeted scenarios based on customer requirements to demonstrate product value without the need for lengthy implementation or onboarding. 
  • Prepare detailed, technical demos to review architecture, security compliance, integration capabilities and other product aspects that may be relevant to the wide buying committee. 

Key feature

Presenter notes - In case of technical conversations, presenter notes help surface standard product specifications. They’ll also be helpful to bring new presales team members quickly up to speed.

5. Sales leave behinds 

Before we wrap up with our final use-case, it’s worth noting that this is not a non-exhaustive list. Rather, it’s a starting point for presales teams and sales engineers to build better demos, faster and with fewer resources. With that out of the way, sales leave behinds is a fifth way to use Storylane demos.

  • Sharing an interactive demo based on the features and use-cases discussed after a live demo is a great way to help prospects and other stakeholders stay in touch with the product.
  • Furthermore, enabling your “champion” with a personalized demo helps them achieve internal buy-in from the larger buying committee, which of course, translates to more deals for you :)

Key feature

Gmail plugin - Storylane’s Gmail plugin helps insert demo GIFs and links into your emails, directly from Gmail. This is a great way to share leave behinds and follow up with prospects after a live demo. 

“In a world older and more complete than ours they move finished and complete, gifted with extensions of the senses we have lost or never attained, living by voices we shall never hear.”
Madhav Bhandari
Head of Marketing
Guides
Storylane for presales teams & sales engineers
Ranga Kaliyur
Product Marketing Lead
Clip

Storylane for Presales & Sales Engineers

As a presales person or sales engineer, a large part of what you do involves developing a deep, technical understanding of customer needs and crafting demos that highlight how your product can address them. As you know, this is not without its challenges.

  • For one, manually scaling personalized demo environments can be tedious and time consuming.
  • For another, managing demo consistently and quality across multiple teams is often infeasible.
  • With live product environments, there’s always a risk of unexpected crashes and data exposure.
  • And finally, building demo environments from scratch tends to involve developer dependency.

This is where demo automation comes in; to build code-free, personalized, and reliable demos at scale: 

  • Code-free demo building - capture and customize the look and feel of your product, including scrolls, interactions, on-screen content, and guides with drag-and-drop demo building.
  • Personalization at scale - tailor your demos based on prospect names, company names, geographies, currencies, and more in a matter of seconds with text and image tokens.
  • Reliable environments - eliminate the risk of unexpected malfunctions or inadvertent sensitive data exposure in the live product environment with curated, pre-blurred demo environments

And with that, here are 5 ways to use Storylane for Presales and Sales Engineers. 

1. Pre-call demo

Buyers want to learn as much as they can about the product before they talk to Sales. In line with this preference, share a guided demo before the initial discovery call or RFP so prospects can have a taste of the product on their own.

  • For one, this gives prospects hands-on context around your product. In turn, this reduces the time spent on discovery and makes room for deeper, technical discussions with presales.
  • For another, analyzing demo engagement may reveal which features and use-cases the prospect cares about most. Again, this encourages high-intent conversations with sales and presales.

Example: Campminder shares a pre-call read-up to inbound leads, including a link to their guided demo

Once prospects see the guided product walkthrough, we skip over the discovery, and jump straight into a high-intent demo. Time saved for buyers and sellers. Skip over all the back and forth!
- Melany Hallgren, Sales Manager, Campminder

Key feature 

Guided demo -  A self-paced interactive demo involving a sequence of steps, hotspots, and annotations. The goal is to help prospects learn more about the product independently. Learn more.

2. Live demos

Once qualified prospects experience your guided demo, they’ll want to learn more about the product over a live demo with Sales. For this, build, duplicate, edit, and personalize sandbox demos in a few clicks — without the worry of unexpected glitches or data exposure associated with live environments.

  • Sandbox demos act as guardrails, eliminating the usual risks associated with live environments. This helps sales reps, SEs, and AEs give confident product walkthroughs during live demos.
  • On-screen elements such as text, data, and media may be edited, blurred, or omitted to reflect your product in its best light. Also, as previously mentioned, these demos may be personalized by names, company, logos, currencies, dates, and more via dynamic demo tokens.

Key feature 

Demo Tokens - Variable elements to personalize demos at scale (Similar to how personalized emails work). Storylane supports a range of token types including text, date, and images. Learn more.

3. Use-case validation

One demo is rarely enough to close a deal. After a live demo, most prospects double down on research to better understand your product and its use-cases before committing to a purchase decision. Build use-case and persona specific Demo Hubs to help prospects better evaluate and validate your solution.

Example: SentinelOne’s Demo Hub validates multiple complex product features over bite-sized demos

Example: Dreamdata’s solutions page consists of multiple use-cases, each linking to a Storylane demo

Key feature 

Demo Hub - A centralized collection of interactive demos, typically broken down by use-cases or buyer persona to help prospects evaluate and validate a wide range of product capabilities. Learn more.

4. Technical deep dives 

Towards the tail end of a purchase decision, it’s quite common for prospects to schedule multiple calls with presales and sales engineers for a deeper exploration into product capabilities and limitations. Storylane is your best friend when it comes to these technical product deep dives. 

  • Build interactive demos for targeted scenarios based on customer requirements to demonstrate product value without the need for lengthy implementation or onboarding. 
  • Prepare detailed, technical demos to review architecture, security compliance, integration capabilities and other product aspects that may be relevant to the wide buying committee. 

Key feature

Presenter notes - In case of technical conversations, presenter notes help surface standard product specifications. They’ll also be helpful to bring new presales team members quickly up to speed.

5. Sales leave behinds 

Before we wrap up with our final use-case, it’s worth noting that this is not a non-exhaustive list. Rather, it’s a starting point for presales teams and sales engineers to build better demos, faster and with fewer resources. With that out of the way, sales leave behinds is a fifth way to use Storylane demos.

  • Sharing an interactive demo based on the features and use-cases discussed after a live demo is a great way to help prospects and other stakeholders stay in touch with the product.
  • Furthermore, enabling your “champion” with a personalized demo helps them achieve internal buy-in from the larger buying committee, which of course, translates to more deals for you :)

Key feature

Gmail plugin - Storylane’s Gmail plugin helps insert demo GIFs and links into your emails, directly from Gmail. This is a great way to share leave behinds and follow up with prospects after a live demo. 

“In a world older and more complete than ours they move finished and complete, gifted with extensions of the senses we have lost or never attained, living by voices we shall never hear.”
Madhav Bhandari
Head of Marketing

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