Advanced Tips

Power User Strategies

1. Segment Your Demos:

• Create separate companies for different products
• Use unique demo links for different campaigns
• Track which sources drive best leads

2. Optimize for Conversion:

• Analyze top questions and address them prominently
• Identify drop-off points and improve those areas
• Update knowledge base based on what prospects ask

3. Multi-Channel Strategy:

• Website: Replace "Book a Demo" buttons
• Email: Add demo links to signatures
• Social: Share in LinkedIn posts and bios
• Ads: Use as landing page for PPC campaigns

4. Team Collaboration:

• Share hot lead alerts with sales team
• Weekly analytics review meetings
• Rotate knowledge base maintenance
• A/B test different configurations

Integration Ideas

Connect CoTeam with:

• CRM: Export leads to Salesforce, HubSpot
• Email: Auto-send follow-ups based on score
• Slack: Get notified of hot leads
• Calendar: Auto-schedule follow-up calls

Note: Contact us for integration assistance

Industry-Specific Tips

SaaS Products:

• Focus on integration capabilities
• Highlight pricing flexibility
• Show dashboard and reporting features

B2B Services:

• Emphasize ROI and case studies
• Include implementation timelines
• Showcase customer success stories

Technical Products:

• Upload API documentation
• Include code examples
• Provide architecture diagrams

Enterprise Sales:

• Add security and compliance docs
• Include scalability information
• Provide enterprise feature details

Use Cases

1. SaaS Product Demos:

Replace manual product tours with AI that works 24/7, handles any question, and qualifies leads automatically.

2. Sales Enablement:

Empower prospects to explore at their own pace, get instant answers, and reach sales team only when ready to buy.

3. Global Expansion:

Serve international markets with multilingual AI demos - no need to hire local sales teams immediately.

4. Trade Shows:

Let AI handle booth demos while your team networks. Demo link on screens, instant engagement.

5. Partner Enablement:

Train partners with interactive demos they can share with their customers.