SaaS Demos That Sell
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SaaS Demos That Sell

Learn about the sales funnel, how to create a killer demo, how to prepare for your sales calls, and put yourself in the best position to succeed in SaaS sales.

About the Book

Over the past 7 years I've led more than 2,000 technical sales calls for multiple SaaS companies, and played a critical role in closing sales involving Fortune 10 companies, universities, governmental agencies, and non-profits. This process was at times baffling, always stressful, and difficult to teach on-the-fly. And so I wrote this book in the hopes I can pass along some of the hard-earned lessons to first-time entrepreneurs, new SDRs and solutions engineers, and anybody else having an interest in the SaaS sales process.

Although just 50 pages, this book covers what I believe to be the critical aspects of understanding the sales process, understanding why your product is potentially useful to customers, and how to design, rehearse, and execute a worthwhile technical sales demo. If you follow these guidelines I am confident you're going to save a lot of time and sanity otherwise lost making the same mistakes I did.

About the Author

W. Jason Gilmore
W. Jason Gilmore

Jason Gilmore loves technology. And he loves to talk. Over the years he's conducted more than 2,000 technical sales demos, and currently spends his days helping companies like Appsembler, UXPin, and MetricFire identify aha! moments within their products that turn users into fans.

After spending almost 20 years building software products for organizations involved in telecom, education, publishing, architecture, and other industries, Jason transitioned to a series of executive roles in several technology companies. He served for several years as CTO of DreamFactory Software prior to joining the online coding and design school trailblazer Treehouse as CEO. He's currently the CTO of the no-code mobile app builder Adalo.

Jason resides in Dublin, Ohio with his wife Carli and three children. Away from the keyboard, he enjoys reading, fishing, golf, and things that go fast. But most of all, he loves programming.

Table of Contents

    • About the Author
    • Acknowledgements
    • Introduction
      • Who This Book Is For
    • Chapter 1. SaaS Sales Funnel Fundamentals
      • Walking Through the Sales Funnel
      • Stage #1. From Visitor to Lead
      • Stage #2. From Lead to MQL
      • Stage #3. From MQL to SQL
      • Stage #4. From SQL to NPC
      • Conclusion
    • Chapter 2. Understanding the Problem
      • The Founder’s Dilemma
      • Learn From Customers
      • Conclusion
    • Chapter 3. Preparing the Demo
      • Create Your Stage
      • Preparing for the Technical Demo
      • Conclusion
    • Chapter 4. Running the Demo
      • Prior to the Call
      • Dealing with No-Shows
      • Conclusion
    • Chapter 5. Post-demo Activities
      • Follow Up with the Lead
      • Update the CRM
      • Do, Don’t Just Say
      • Conclusion
    • Chapter 6. Making Technology Work For You
      • Online Call Software
      • Recording Calls
      • Recording Videos
      • Drawing Diagrams
      • Mirroring iPhone Apps
      • Managing Your Leads
      • Conclusion

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