Salesforce Admin Evangelist LeeAnne Templeman gives tips and tricks for delivering a great demo and becoming a #demomaster!

1. How to Rock a Salesforce Demo
(and why it matters!)
March 2, 2016

2. Speakers
Mike Gerholdt
Manager, Admin Evangelism
@MikeGerholdt
LeeAnne Templeman
Senior Admin Evangelist
@leeanndroid

3. Forward-Looking Statements
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​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or
if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies
or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
developments and customer contracts or use of our services.
​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history
reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
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Filings section of the Investor Information section of our Web site.
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4. Get Social with Us!
@salesforceadmns
#awesomeadmin
ButtonClick Admins
Salesforce Admins
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

5. Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
• Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. Agenda
• Why Demo?
• Demo: How I Get Ready To Demo
• Best Practices
• Resources
• Q&A

7. Why Demo?

8. Typical Demo Situations
• Internal User Training
• Executive Presentation
• User group presentation
• Dreamforce session

9. Who Is Your Audience?
• End Users
• Executives &
Stakeholders
• Developers
• Salesforce Admins

10. But Why?
• Adoption & Training
• Drive Understanding
• Showcase Work Product
• Encourage Innovation

11. Build Your Demo

12. Know Your Formula
Business Need
Feature
Impact

13. Formula In Action
Sales User
Adoption
Opportunity Workspace
Pipeline Board
Account Insights
Updating Deals
Closing Business

14. Cleanup
Eliminate Distractions
• Presentation Mode
• Notifications
• Bookmarks Bar

15. Dummy Data
​ Give them something fun to look at
• Personalized to your audience
• Showcase UI
• Articulate field meaning

16. Let’s Get Ready To Demo!

17. Best Practices

18. Have A Plan
• Write out your click path!
• Log in early
• Hide sensitive data
• Set expectations

19. Sloooooooow Down
​ Take it down a notch
• Pause between statements
• Don’t constantly click
• No crazy mousing

20. Practice Makes Perfect
Find an Audience
• Practice your entire demo, including click
path
• Watch how they respond
• What questions do they ask?
Record Yourself
• Use recording tools to review your demo.
• Watch without audio, listen without
visuals.

21. Resources
• Dreamforce 15 Session: The Art of The Technical Demo
• Article: How To Rock Your Next Salesforce Demo
• Sample Demo Script will be posted to Success Community!

22. Join the Admin
Webinar Group
for Q&A!
bit.ly/AdminWebinarGroup

23. Q & A