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Your Guide to Preparing a Great Software Demo Presentation

Photo of the author, Mendy Shlomo

We believe congratulations are in order!

If the rumors are to be believed, word on the street is that you’ve successfully scheduled the demo . 

Your prospects have shown great interest in your SaaS offering and are looking forward with excitement to getting to know it better during the software demo . 

All that’s left for you to do is blow them away with a demo presentation that’s more riveting and engaging than a Martin Scorcese film.

Goodfellas ? Pfft. If you thought that was good it’s because you haven’t yet seen this demo.

What is a software demo?

5 key elements every good software demo presentation must include.

  • Personalization
  • Interactivity
  • Engaging content
  • Strong CTAs

Things to do when preparing for a software demo

  • Get to know your audience
  • Create a memorable experience

3 common ways software demos can go wrong

  • Feature dumping
  • Talking at people, not to them
  • Sticking to the script

Create software demos your prospects will absolutely love

A live software demo is a tool that sales teams use to showcase a SaaS product to their buyers. 

Let’s say you walked into a store to buy a pair of pants. Would you let the salesperson describe the pants to you and then buy them without seeing them? We didn’t think so.

So software customers also need a way to see the product, understand how it works, and check out its features and benefits before they decide to buy it. That’s where the software demo comes in.

The software sales demo acts as a way for the marketing and sales teams to give your buyers a chance to experience your product. While it is most commonly used during the sales demo phase of the buyer journey, an interactive software demo created with a tool like Walnut allows you to send prospects links for them to engage with on their own at any point throughout the sales experience.

Learning to create an interactive product demo is the easy part, especially on a platform like Walnut. The harder part is making the demo amazing.

Do you want to create a software demo that will leave your customers bored and confused?

The best way to create a boring software demo presentation is by using a slide deck or a video. You should also be as generic as possible and spend your time focusing on how cool your product’s features are. This is bound to leave your prospects with a bad taste in their mouth and inexplicably sleepy.

But if you want to knock the socks right off of your prospects, we recommend making sure your demo includes the following 5 elements:

1. Personalization

The first thing you should ask yourself when creating your software demo presentation is:

Who is the prospect and what do they need?  

Focus on the solutions your product can provide to match their specific needs. Adding small personal touches to the product demo , like the prospect’s name and company logo, can also let them understand that this demo was made with them in mind. 

When you create your demo presentation for your prospect, you need to make sure it tells a story. Ask yourself:

Why is the prospect coming to this software demo?

Create an interactive sales experience that will leave the prospects feeling like they understand your product flow, the value it brings, and how it can easily integrate with their current workflow. They aren’t there to be blown away by the functionality of your product. They are there because they want to solve a pain.

3. Interactivity

Your prospects don’t want a show. Ask yourself:

Would you buy anything without trying it out yourself first?

Give your audience the link to their personalized software demo and let them try it by themselves. Keep them engaged by having them click through the product so that they can see how it works and the value it can bring them.

4. Engaging content

Don’t be boring. That’s it. That’s the post.

Ok, that’s not the whole post. When creating content for your demo and working on your demo script , ask yourself:

How can I keep the prospect engaged?

Use GIFs, humor, sales memes , rich text, movie references, sports references, or whatever the prospect is interested in to spice up this demo. Be professional but also be yourself and build a genuine connection with your audience.

5. Strong CTAs

The goal of a good software demo is a closed deal. So ask yourself:

What’s the next step that you’d like the prospect to make?

Include clear CTAs throughout your software demo so your audience knows what’s the next step in the process.

When you’re getting ready for your demo, there are two things you should make sure to do.

1. Get to know your audience

The first thing you need to make sure you have down when preparing for your software demo is understanding who you will be speaking to.

Learn their names.

Don’t underestimate how effective it is to engage your audience by calling them by their first names. 

Before you get on that call, make sure you know who you’ll be speaking to. Ask your champion exactly who will be attending the meeting so that you can know in advance and prepare.

Write down each of their names and have it by you when the presentation starts if that’ll help or take a few minutes to read their resume on LinkedIn before the meeting. This way, you can speak more directly to each member of your audience.

Learn their roles.

Next, learn the positions they hold within their company. 

If a feature you are showcasing is relevant to a specific role, you’ll be able to say, “Hey Salvador. You may be interested in this. By clicking here you can solve all of your problems so that you can finally curb that horrible drinking habit.” 

…or something like that.

Learn their needs.

Each team member has specific pains that they want to resolve. Sometimes they may not know that there could be a better way.

It’s your job to make sure that you explain to them how your product can provide value to them as a team and to each of them individually. You can only do this by having an extremely firm understanding of their aims and objectives.

2. Create a memorable experience

Make sure the demo experience is not boring. 

Remember, we are competing with Martin Scorcese over here. 

Create an interactive product demo that prospects can click through on their own or show teammates after the call. 

But you can also make your demo engaging by preparing questions to ask your prospects. Take the beginning of the demo to create a conversation to make sure you don’t spend the next chunk of time in a monologue. After all, nobody wants to be spoken at. 

As much as possible, try to create a human and personal connection. By creating real relationships you’ll make sure your prospects remember you and respect your advice.

And, whatever you do, don’t be boring!

When you’re this close to closing a deal, every interaction is crucial. So when it comes to the software demo, you need to make sure you’re not making any of the classic errors.

Here are a few of the sales demo mistakes that many sales reps find themselves making.

1. Feature dumping

A friendly reminder that PROSPECTS DON’T WANT TO HEAR ABOUT ALL YOUR PRODUCT’S FEATURES.

Sorry for yelling. But we feel passionate about this. 

Stop telling them about what the feature can do and start telling them how that feature can help them. 

Talk about value, not about functionality.

2. Talking at people, not to them

You want to make sure your prospects are engaged. Do you know how to make sure they are bored out of their minds? Go on a monologue about your product while flipping through slides. If they stay awake during the whole call it’ll be a miracle.

Instead, use interactive sales demos and engage your audience. Speak to them by name. If you’re demoing over Zoom, stop sharing your screen for key moments so that they can see your face in big. Put questions in the chat so you can gauge their interest in specific features.

3. Sticking to the script

Have you ever seen the Saturday Night Live bit of Jacob, the bar mitzvah boy? The gist of the gag is that Seth Myers asks him questions but all he does is continue with his prepared speech.

Here’s a clip:

We know that you created a demo agenda and a demo script and want to stick to it. But you also need to respond to the questions and concerns that are being asked presently. 

If you want to take your software demo presentations up a notch and win more deals, you need to make sure you are showcasing your product in the best way possible.

Start creating interactive demos that prospects can engage with themselves and give them the chance to understand your product thoroughly. Better demos will lead to more engagement, which in turn will lead to more sales.

So what are you waiting for? Book a meeting with us now by clicking that “Get Started” button on the top of the screen.

Create demos your prospects will love today.

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What is a sales demonstration?

What Are Sales Demonstrations? The Ultimate Guide

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Demo Presentation Template

Captivate your audience by delivering a professional product demonstration. Show customers or investors how your product or service will benefit them.

Trusted by 65M+ users and leading companies

About the Demo Presentation Template  

This Demo Presentation Template helps you get your flow of ideas across easily and professionally. With this template, you can show potential and existing customers what your product or service can do.

When you have a visual presentation showing how your product works, customers can better understand how it solves their pain points. Use a demo presentation to enhance your sales presentation and stimulate interest in your product.

What’s a demo presentation?

A demo presentation is a meeting between your business and a client (or potential client) in which you showcase and present a product or service. It typically includes a full run-down of the product’s key selling points, uses, target audience , and other relevant features. 

The aim of a product demo is to demonstrate your product’s selling power and hopefully win over the client in question with a deal. It’s all about showing your product in the best possible light and answering any questions the client may have. 

An amazing demo presentation should inform, enlighten, and excite your client. 

While it’s important to be vocal about your product’s highlights and potential, a big part of any product demonstration should include a fair degree of listening. The essence of a demo presentation is to bring life to your business’ product or service and inspire clients to take action. 

What should a demo presentation include?

Miro is the perfect online presentation creator . When putting together a demo presentation, the following several boxes need to be ticked: 

Excellent product/services knowledge

If you don’t know your product inside and out, clients will be able to tell, and they’ll be put off as a result. Make sure to conduct a thorough analysis of your product well before the presentation starts. You need to be able to clearly communicate the product’s attributes and confidently answer any questions.

Real-life examples and scenarios

Clients will gain a much stronger impression of your product if they feel they can apply it to their own lives or businesses. Providing real-life examples of how they can benefit from your product is a crucial aspect of any demo or prototype presentation.

Effective visual aids

Make it even easier for clients to fall in love with your product by providing effective, well-designed visual aids. From infographics and images to demo videos, visual aids can make your presentation more impactful and increase the client’s likelihood of conversion. 

When to use a demo presentation

A demo presentation is helpful for connecting with clients. Just about every product and service can benefit from a strong presentation, such as: 

A sprint demo presentation. Within the Scrum framework , a demo presentation comes at the end of a sprint. Sprint demos are needed to showcase progress and project status to stakeholders who are invested in the outcome.

An app demo presentation. This type of presentation is especially useful if you’re trying to find investors for the development of an app. It sheds light on the potential app’s revenue and social impact.

A prototype presentation. A prototype presentation is also useful for gaining support from investors for a still-developing product. By presenting a prototype, you can summarize the problems your product is trying to solve and improve investors’ overall understanding of your product.

How to use the Demo Presentation Template  

If you’ve never created a demo presentation before, using a template can be tremendously helpful. Follow these simple instructions to make the most out of Miro’s Demo Presentation Template: 

Step 1: Fill in your template

You’ll need to fill in your template with information for each slide. You might include the following information in your slide deck:

the product’s identity

the target market

the revenue potential

key selling points 

potential risks along the way 

Step 2: Edit and customize 

Whether you’re creating an app demo or prototype presentation, this customizable template can suit your needs. Edit, refine, and polish the order, layout, visuals, and structure of your Demo Presentation Template to suit your business and what it offers. 

Step 3: Brainstorm ideas and collaborate

With Miro’s presentation mode , you can preview your entire presentation as a team. With an easy-to-navigate structure and flexible framework, your demo presentation plan can evolve and be improved with ease. When you’re ready for your final presentation, simply select this mode and use the forward and back arrows to move smoothly through your presentation.

Tips for a great demo presentation

Whether you’re delivering a sprint demo presentation, an app demo presentation, or a prototype presentation, here are a few helpful tips to bear in mind: 

Know your product well. Uncertainty and lack of knowledge aren’t going to win over clients. You want to demonstrate confidence, diligence, and professionalism. Make sure to do your research well and have answers prepped for questions you might be asked.

Have a clear intro, middle, and conclusion. Using a storyteller structure in your presentation can make it more digestible to clients. Use visuals and clear communication to break down your product’s features into distinctive, cohesive sections.

Listen well. Even though this presentation is about your product, it’s important to leave some room for others to speak. This will make the presentation more conversational and allow clients to flesh out your product from their perspectives.

Don’t be distracted. When delivering a professional demo presentation, you want to emulate reliability, uniformity, and expertise. Maintain strong eye contact and stay focused on the presentation’s goals. Make sure your connection is strong, especially if the presentation is virtual .

How do you start a demo presentation?

Your demo presentation should start with a brief description of its agenda. Then, dive into your intro, work your way into the main points, and end with a conclusion or call to action. An open Q&A session can be held at the end.

How do you prepare for a demo?

Prepare for your demo with lots of research on your product/service and the clients you will be presenting it to. The more you know about these things, the more influential your presentation will be.

What makes a good demo presentation?

An effective demo presentation should include relevant and accurate information about your product. The presenter should have great communication skills and use strong visual aids. Your demo presentation should have a clear structure and logical flow — which you can get using this Demo Presentation Template.

Get started with this template right now.

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Critical Design Review Presentation Template

Works best for:.

Presentations, UX Design

Use this template to finalize the design phase of a project. Keep all team members on the same page and ensure that your team’s technical efforts are on track.

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Product Roadmap Presentation Template

Presentations, Roadmaps

Use the Product Roadmap Presentation Template to outline your plan for product development. Whether starting from scratch with a new product or updating an existing product, delivering a roadmap presentation aligns your team and keeps partners in the loop.

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Team Meetings

Run effective meetings and keep everyone focused with Zoom’s Effective Meeting Template. Bring structure and creativity to every online meeting.

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Company Vision Presentation Template

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Creating or reimagining a company vision is just half the battle. You also need to make sure that your employees and customers understand and share it. Communicate your vision statement in the most effective and concise way with this Company Vision Presentation Template.

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Consulting Proposal Template

Use this Consulting Proposal Template to develop an active working relationship with your prospects. Show them what you do, what you can deliver for them, and why they should work with you.

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Project Presentation Template

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Use our Project Presentation Template to provide an overview of your upcoming project. Get buy-in from investors, keep stakeholders in the loop, and show colleagues your plan of action.

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The Top 7 Tips for Pulling Off a Great Demo Presentation

pauline ashenden

Demo presentations are a powerful tool for running and growing your business. When done well, a demo presentation allows clients, investors or potential customers to see and feel how things will be better for them if they buy or invest in your company or product. Often generic demo presentations do just the opposite, leaving the meeting participants bored and disinterested. Here are seven tips to pull off a great demo presentation.

An effective demo presentation allows potential clients to see and feel how things will be better for them if they buy or invest in your company. Here are seven tips for pulling of a winning demo presentation.

What is a demo presentation?

A demo presentation is a visual demonstration of a product or service for current or prospective clients. A great demo presentation will grab your audience’s attention right away by clearly communicating what they care about and by using reliable, high quality video presentation tools.

Step one: determine who you are presenting to 

In order to deliver an effective demo presentation, you must know your audience. Do your homework and find out all you can about your prospects so you can tailor your presentation to them and be prepared for different meeting scenarios. This is vital in deciding how you’re going to best convey everything you need to get across in your presentation and what use cases you will share that directly relates to them. Here are four common types of meeting participants and how best to deal with them. 

The Wallflower

Do you know the person you’re presenting to is reserved? The wallflower may need you to prompt them with questions or ask them for their input to really spark a conversation. Having an open dialog with meeting participants will help you connect with them and personalize the presentation. As you continue your software demo, refer back to the participants’ contributions to continue to make them feel included in the presentation.

The Questioner

If you anticipate your audience asking a lot of questions, come ready with answers and customer examples to help back you up. If the questions are not adding value to the demo presentation or become too disruptive, politely ask the audience to hold questions until the end of the presentation.

The Combative

Going in knowing it’s going to be a tough sell? Do all your research beforehand and anticipate what their push back might be. No matter what, don’t get flustered during your demo presentation. When the audience senses your frustration, it’s likely to be a distraction, and it will not result in a positive outcome. Always remain professional throughout your presentation no matter how your audience behaves. If necessary, ask the audience members to hold questions and comments until the end of the meeting. 

The Multitasker 

Presenting to people who are using their phone or laptop during your demo? In order to grab their attention, start your presentation with a bold statement, humor or question. Continue to engage your audience by making your presentation interactive and relatable to pull them away from their devices. 

Three types of product demos

Pitching in your office.

This is the ideal place to host your presentation because you have home-court advantage. The Florida State football team won 37 games in a row at home for a reason: it’s an advantage. When presenting in your own office you get to use presentation tools that you’re comfortable with, limit distractions, control the environment and set the tone for the presentation. 

Pitching in their office

When you are presenting in an unfamiliar environment, it’s important to know which presentation tools are available so you can prepare in advance. Arrive early to the meeting to get set up, familiarize yourself with their presentation tools and practice a run-through of your demo to make sure everything runs smoothly. Also, arriving early gives you the opportunity to meet and connect with some of the people in the audience to help tailor your demo and customer stories to their experiences. 

Pitching remote

In order to save time and travel cost, doing a demo presentation over a video conference call is a great option. Make sure you use a high-quality, easy-to-use video conferencing solution. Don’t give off the wrong first impression by having a poor connection or pixelated video. Lifesize’s video conferencing technology will help you put your best foot forward to really wow clients with stunning 4K video quality and full motion 4K presentation sharing. 

banner image for the blog leading to the equipment page

Three ways sales demos can go seriously wrong

Confidential messages get shared on screen.

We’ve all been in meetings where the presenter’s private work and personal messages start popping up on screen and disrupting the meeting. To save yourself embarrassment and major distractions during your presentation, make sure you only share what is relevant to your demo.  Silence all notifications on your laptop and other smart devices before the start of your presentation.

Your video software flakes out

Technical snafus in the middle of a presentation is one of the most common ways demos go wrong. This not only looks bad for you and your company, but it has the potential to completely derail the entire presentation. Make sure you use a reliable video conferencing solution and test it out before the start of the presentation. Sometimes issues are outside your control, like a bad internet connection, so have a backup plan for your demo presentation.

Directly reading your notes or slides

Nothing is less engaging than a presenter directly reading from their notes or slides during a demo. Bring notes just in case you need to refer to them, but don’t directly read your notes or slides during your presentation. Your slides should contain just a few words or short sentences to set the tone of the topic you’re discussing but ovoid cluttering your slides with wordy paragraphs.  Practice your pitch until you can consistently and comfortably talk about your new product without reading from your slides or notes.

Seven tips for a winning demo presentation 

1. prepare a script.

Start off by preparing a presentation outline or script that follows a logical flow. Keep each section short, precise and easy to understand. If possible, try to work in bold statements, humor or simple tweet-able soundbites to really capture the audience’s attention. 

2. Practice and rehearse

Since you will not be directly reading your script during your presentation, practice memorizing and saying your script until you’re comfortable with it. You do not have to memorize your script verbatim, but you will need to be familiar enough with it that you can speak about each point in a conversational tone. Presenting to coworkers or family members is a great way to practice your demo and you can also record your demo presentation  to review the content and get comfortable with the flow.  

3. Anticipate questions

Each audience member will come to your presentation with different experiences and backgrounds so be prepared for a variety of questions. Try to anticipate possible questions and how you will respond to each one. When practicing your demo for coworkers or family members, ask them to help you come up with an exhaustive list of all the different questions that may be asked during your presentation.  

4. Tailor for specific audiences

Every audience is different, and your demo presentation should be too. The presentation should be built specifically for the prospect to reflect their unique business processes and include data that directly relates to their company. In addition, you should tailor how you conduct your presentation for each audience as well. An effective demo presentation for an HR manager may not go over as well for a CEO. Some prospects may be more interested in the details and appreciate graphs and diagrams while others may get more out of watching a video or live demonstration. Research the company and decision makers you are presenting to and find ways to make your demo engaging for them.

5. Provide use cases

One of the best ways to make your demo presentation relatable to your audience is to find examples of customers similar to them that have successfully used your product or service. Start with the pain points your customer was facing and give specific details of how your product or service solved those issues. Demonstrate how your audience can have the same positive outcome as the customers in your use cases. 

6. Have reliable video conferencing

Even if most of your audience is in the same room as you, video conferencing enables remote participants to get access to critical nonverbal communication elements. For virtual attendees, the quality of your video service will set the tone for your presentation. Partner with a solution that makes it easy for remote participants to join the demo presentation without having to download an app or install software.

7. Share slides & follow up

After you’ve completed the demo keep the conversation going by sharing your slide deck and following up with your audience. Don’t make the mistake of thinking that, if they heard a pitch once, they understand it. Chances are they didn’t get it all the first time so you must tell them again. In your follow up message, thank the audience for their time, reinforce the value your product or service can provide them and give them an actionable next step.

“Presentation time with potential clients is a precious and limited commodity so it’s important to make the most of it.  The more details you know about your prospects before the meeting, the better you can tailor your sales demo to speak to them as individuals. A generic presentation won’t stir up an emotional response.”

— Jeremy Wycherly, Senior Director, Inside Sales at Lifesize

How Lifesize demos products

Face to face.

To save time and travel costs, a face-to-face video conference call is a great option for demo presentations. The human element of face-to-face communication provides a more natural experience and helps you connect with the audience. Lifesize video and audio clarity makes you feel like you are in the same room as your audience and lets you present your business in the best light and make an unrivaled first impression.

Wireless screen sharing

From sharing your laptop screen to playing full-motion videos, Lifesize Share™  makes it remarkably easy to wirelessly present in the meeting room. You don’t have to waste time trying to find and pass along the right dongle or cord. Share your screen in real-time, play a video and control your presentation right from your mobile device or laptop with Lifesize Share.  

Full motion content sharing

No one enjoys sitting through a presentation with pixelated and poor-quality video. Lifesize’s 4K full-motion content sharing ensures that the quality and fine details of the product or service you’re demoing are maintained during your presentation. Prospects feel more confident purchasing a product or service when the presentation visuals are crisp, clear and realistic. The unmatched Lifesize full-motion 4K content sharing and stunning 4K video quality brings your demos to life.

You can have a great product or service but if your demo is not winning your audience’s attention, then you’ve wasted their time and yours. As you gain experience and become more confident doing demo presentations, you will soon approach them as an exciting opportunity to win new business rather than a daunting challenge. Communicating clearly, focusing on the things your audience cares about and using reliable, high quality video presentation tools will greatly improve your chances of closing the deal. Don’t give off the wrong first impression by having a poor connection or pixelated video. Lifesize video conferencing technology helps you put your best foot forward to really wow potential clients with stunning 4K video quality and ultra-high definition full motion content sharing.

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how to create a demo presentation

how to create a demo presentation

How to Demo a Product: Tips for a Winning Presentation

When you’re about to showcase a product, the goal is clear: show how it works and why it's useful. A good product demo it’s more than just going through a list of features. It's about clearly demonstrating how your product solves specific problems or improves certain tasks.

In this guide, we'll cut through the fluff and focus on what matters. You'll learn how to demo a product, from how to understand your audience, highlight your product's key features effectively, and keep your audience engaged throughout the demo. 

This guide is for anyone who wants to improve their demo skills, whether you're new to it or seasoned in the art of product presentations.

What a Product Demo Really Means for Your Prospects

how to create a demo presentation

At the heart of learning how to demo a product is understanding what makes a demo truly effective. It's not just about showing off your product; a product demo is your chance to show how your product fits into the daily lives or work of your potential customers.

Think of a product demo as a bridge. On one side, you have a customer with specific needs, problems, or goals. On the other side is your product, with its unique features and capabilities. 

Your demo is the bridge that connects these two sides, showing your audience how crossing over to your product can make a real difference for them.

Every time you plan how to demo a product, focus on making it relevant and relatable. It's about saying, "We understand what you need, and here's how our product can help." For example, if you're demonstrating a new software, don't just talk about its features; show how these features can save time, reduce errors, or make tasks easier.

Remember, a successful demo doesn't overwhelm the audience with technical jargon. Instead, it speaks their language and addresses their concerns or aspirations. More than showing what your product can do, focus on what it can do for them specifically.

Getting to Know Your Audience: The Key to a Great Demo

how to create a demo presentation

A critical step in figuring out how to demo a product effectively is knowing who you're talking to. This means figuring out what they need, what problems they face, and what they want to achieve. 

Start by researching your audience . Are they tech-savvy or do they prefer simplicity? What are their business goals or personal aspirations? Are they looking for cost-effective solutions or are they more interested in premium, high-end features? This kind of knowledge lets you tailor your demo to address their particular concerns or desires.

For instance, if you're demonstrating a new project management tool to a group of busy project managers, they'll likely be more interested in how it can streamline their workflow and make their day-to-day tasks more manageable.

While presenting, it’s also important to engage with your audience. Ask questions and encourage feedback. This not only helps keep the demo interactive but also provides you with real-time insights into their responses. 

Are they engaged with a particular feature? Do they seem confused or need more clarification on a certain point? This immediate feedback is invaluable and can guide you to focus on areas that are hitting the mark or to adjust your approach if something isn’t clear.

Demonstrating a product with understanding means you're not just showing a product, but offering a solution they find valuable. This way, your demo becomes more effective and builds trust with your audience.

Preparing for Your Product Demo

how to create a demo presentation

Effective preparation is crucial for a successful product demo. 

Before diving into how to demo a product, start by outlining your demonstration. Identify the key features of your product that align with your audience's needs. This plan acts as a guide, helping you focus on the essential aspects of your product during the demo. For instance, when showcasing software, prioritize the functions that will most appeal to your audience.

As you prepare, think about the questions your audience might ask. Being ready with answers demonstrates your expertise and preparedness, which strengthens your credibility. 

Practicing your demo is also important. Run through it with a colleague or record yourself to refine your presentation and build confidence.

Halfway through your prep for how to demo a product, double-check your technical setup. Make sure all your equipment works and that you're comfortable using it. Avoiding technical hiccups keeps the attention on your product and your message.

In the final stages of preparation, focus on streamlining your presentation. Keep it concise and relevant to your audience's interests. This helps ensure your demo is not only informative but also engaging.

This thorough preparation paves the way for a smooth, impactful demo that clearly communicates the value of your product to your audience.

Crafting Your Demo with a Storytelling Approach

how to create a demo presentation

In learning how to demo a product, think about telling a story . This means starting your demo with a problem that your audience faces and showing how your product solves it.

For example, if your product is a time-management app, begin by talking about the challenge of juggling many tasks.

Next, introduce your product as the solution to this problem. Describe its features in a way that relates directly to solving the issue you've presented. For instance, show how the app organizes tasks more efficiently. 

As you move through your demo, focus on the change your product brings. Illustrate how life or work is better with your product. If you're talking about a time-management app, show how it frees up time or reduces stress. This part of the demo is about showing the real, practical benefits of using your product.

Towards the end of your demo, wrap up your story. Recap how your product addresses the problem you started with. This helps your audience remember the key points and the value of your product.

In short, using a storytelling approach in your demo can make it more engaging and relatable. It helps your audience see your product as a practical solution to a real problem, which can make your demo more impactful and memorable.

Demonstrating Key Features

how to create a demo presentation

This part of your demo is where you get to showcase what sets your product apart. The trick is to focus on how these features benefit the user. Each feature you present should directly tie back to a need or problem your audience experiences.

Start by identifying the most important features of your product. Think about what makes your product unique and how these features meet your audience's specific needs.

For instance, if your product is a project management tool, you might focus on its unique collaboration capabilities or its intuitive user interface. Remember, the goal is to keep your audience engaged, so pick features that you know will interest them.

Also important, explain each feature in simple terms. Avoid technical jargon that could confuse your audience. Instead, use clear, concise language.

For example, if you’re demonstrating a new camera, rather than diving into technical specifications, you could focus on how its advanced lens improves photo quality in low-light conditions. This approach makes it easier for your audience to understand and appreciate the value of the features you're demonstrating.

As you conclude this section of your demo, briefly summarize the features you've shown. This helps reinforce what your audience has learned and makes it easier for them to remember the key points. 

In summary, when demonstrating key features in your product demo, focus on simplicity, relevance, and benefits.

Engaging with Your Audience

how to create a demo presentation

Engaging your audience during a product demo is about making each participant feel like an active part of the experience. Here’s some advice to elevate your engagement:

  • Tailor Content in Real-Time : Listen actively. If certain features spark more interest, focus more on them. Shift gears if you sense a topic isn’t resonating.
  • Incorporate Storytelling with Data : Combine relatable stories with concrete data. This balance keeps the content compelling and credible.
  • Use Humor Appropriately : A light joke or a humorous remark can make the atmosphere more relaxed, but always keep it appropriate and professional.
  • Polls and Q&A Sessions : Use interactive tools like live polls to gather instant feedback. Reserve time for a Q&A session to address specific queries.
  • Real-Case Demonstrations : If feasible, show your product in action. Solving a common problem live can be very impactful.
  • Leverage Social Proof : Briefly mention other clients (without revealing sensitive info) who have benefitted from your product, especially those similar to your audience.
  • Personalize Examples : Use your understanding of the audience’s industry or specific challenges in your examples. This shows that you’re not just selling a product but offering a solution.
  • Encourage Notes and Follow-ups : Suggest that attendees take notes and offer follow-up material. This keeps them engaged beyond the demo.

Handling Technical Difficulties Gracefully

how to create a demo presentation

Technical hiccups can occur during a product demo. How you handle these moments can greatly impact your audience's perception of both you and your product. Here's how to manage technical difficulties gracefully while demonstrating how to demo a product:

  • Preparation is Key : Always test your equipment and software before the demo. This includes checking internet connectivity, presentation tools, and the product itself. Even with preparation, be ready for unexpected issues.
  • Stay Calm and Collected : If a technical issue arises, remain calm and professional. Your composure reassures the audience that you’re in control and capable of handling unexpected situations.
  • Have a Backup Plan : Always have a plan B. This could be pre-recorded segments of your demo, screenshots, or a simple whiteboard explanation. This way, you can continue to convey your message without relying solely on technology.
  • Communicate Transparently : Inform your audience about the issue succinctly and let them know you’re working on it. Avoid delving into too many technical details which can be distracting and detract from the product's value.
  • Use the Time Wisely : If the problem takes time to fix, use this as an opportunity to discuss other aspects of the product or answer any questions. This keeps the audience engaged and ensures the time is used productively.
  • Learn and Improve : After the demo, analyze what went wrong and how it was addressed. This reflection helps improve future demos and your ability to handle similar situations.

The Art of the Follow-Up

how to create a demo presentation

Mastering the art of the follow-up is as crucial as knowing how to demo a product. The follow-up is where potential leads are nurtured into customers. Here’s some seasoned advice:

  • Timeliness is Key : Reach out within 24 hours of the demo. This ensures your product remains fresh in the minds of your audience. A prompt follow-up shows professionalism and enthusiasm.
  • Personalize Your Approach : Tailor your follow-up message. Reference specific points or questions raised during the demo to show that you were attentive and value their input.
  • Provide Additional Resources : Include helpful materials like detailed guides, case studies, or a link to a recording of the demo. This not only reinforces your message but also provides value to your prospects.
  • Set Clear Next Steps : Be clear about what the next stages are. Whether it’s scheduling another meeting, a call for more detailed discussion, or a trial period, make sure your audience knows what to expect and by when.
  • Gather Feedback : Use follow-up as an opportunity to ask for feedback about the demo. This shows that you’re open to learning and improving, and it can provide valuable insights for future presentations.
  • Stay Consistent and Persistent : Sometimes, one follow-up isn’t enough. Maintain regular, but not overwhelming, communication to keep your product on their radar without being intrusive.
  • Use CRM Tools Effectively : Leverage your Customer Relationship Management (CRM) tools to track follow-up activities. This ensures no lead falls through the cracks and allows for more efficient follow-up processes.

Bonus: cut sales cycles with async product demos

how to create a demo presentation

When it's tough to schedule calls with prospects, asynchronous demos are an efficient and flexible option. A recorded demo also helps your champions spread the word about your product. Here’s how to approach it:

  • Start with a Personalized Video : When you’re stuck in the scheduling back and forth nightmare, create a personalized video to demo your product. Claap is a great tool for this and you can even include a CTA at the end of your video.
  • Create a Shared Content Library : Post-demo, create a library of resources for your internal champion. This could include the recording of your live product demo, presentations of use cases identified during your call, and any relevant product vision or roadmap materials. This method allows your champion to share this information internally without additional meetings, thus speeding up the decision-making process​​.
  • Nurture and Train at Scale : You can also use video to share updates, showcase specific feature, or answer questions. For example, sharing a new integration or feature update through a personalized video can help build stronger relationships. It demonstrates effort and commitment to providing tailored content and support​​.

Incorporating asynchronous methods in how to demo a product not only caters to the evolving preferences of B2B buyers but also effectively accelerates the sales cycle. By using personalized videos and shared resources, you can engage prospects and customers on their terms, making your sales process more adaptable and responsive​​.

And there you have it! From preparing your product demo to the art of follow-up, we've covered some key aspects of how to demo a product effectively. 

Keep in mind that every demo is a learning experience. Each time you present, you'll discover new ways to improve and connect more deeply with your audience. Stay open to feedback, be adaptable, and always look for ways to refine your approach.

Above all, enjoy the process. Your enthusiasm for your product is contagious, and when combined with the tips we've shared, it can make your demos not just informative, but also inspiring. Here's to many successful product demos ahead!

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Must-Have Demo Presentation Templates with Examples and Samples

Must-Have Demo Presentation Templates with Examples and Samples

Vaishali Rai

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Hey there, fellow presenters and aspiring product demo gurus! Let’s face it: we've all been there at some point in our lives – the nerve-racking moment before a presentation. Did you know that 89% of people suffer from "Presentation Dread" at some point? That's right! Have you also ever struggled to create a jaw-dropping demo presentation or wondered how to make your product gleam like a gem? Don’t worry! Help is at hand.

Learn beyond the ‘whats,’ ‘hows,’ and the ‘whys’ of project execution. Explore our Top 10 Logic Model Templates to conceptualize and demonstrate your project structure.

Demo templates that’ll  make, not break, your pitch!

Now, we all know what a PPT is. It's like a ready-made canvas for your ideas, a shortcut to a stunning presentation that doesn't require you to be a professional designer. Whether you're wooing investors or potential clients or just want to create buzz among your audience, your demo presentation must be on point.

And this is why we are here! SlideTeam’s game-changing Demo Presentation Templates will ensure you’re armed with the knowledge to create presentations that will take your demos from so-so to spectacular!

With these well-researched and expertly-designed templates, you can invest more time perfecting your content rather than wrestling with formatting issues. These ensure consistency, professionalism, and bring that "wow" factor to your PPTs that makes your audience stick around!

Oh! Did we mention that our templates are 100% customizable and editable, providing you with both structure and a starting point? You also get the capability to customize the presentation to the audience profile.

Let's get started and get the knowledge flowing!

This template bundle of success shows how the art of segmentation can turn your buyer personas into profit. Click here to learn more!

Template 1: DEMO Enterprise Implementation Requirement Product Essentials Engagement

This is the one template that sparks and ignites the adventure of bringing software to life in the corporate world, ensuring that all the characters (team members) are on the same page for this digital transformational journey. This cover page serves as the introductory section of a comprehensive document that outlines the essential requirements and details for implementing a specific software product within an organization. The inclusion of the company name on the cover page helps to identify the company as the author of the document and creates a sense of brand identity and consistency. The choice of color and fonts used creates a sense of energy and excitement. This document sets the stage for effective communication, collaboration, and project management, and solicits commitment to successfully deploying the software product in the enterprise environment.

DEMO

Download now!

Template 2: Checklist for Enterprise Software Demo

This template is your go-to tool for curating a flawless presentation of enterprise software solutions. It ensures that every critical aspect is addressed during the demonstration, such as– the analysis of  business opportunities that require strategic planning. Other components are – Insights into the company's history and market reputation, Unique Selling Proposition (USP) of the software suite, potential risks, and ERP implementation failures, highlighting transparency and preparedness. The template also covers hardware compatibility, the ERP’s ability to meet the firm's challenges, data security, integrity, seamless data migration, training and support requirements, and software scalability and flexibility. This checklist leaves no room for oversight, allowing you to confidently showcase your software's capabilities.

Checklist for Enterprise Software Demo

Template 3: Checklist for Product Demo Essentials

This checklist paves the way to finding your soulmate in the business world. This structured guide that doesn’t just tell your audience about your product's features; it shows them! It encompasses critical components, including curiosity generation, demonstration of Unique Selling Points (USPs), showcasing key product features, ensuring brand credibility, highlighting the return on investment, and emphasizing the potential to increase conversions. This template provides a systematic approach to crafting a compelling product demo that informs, engages, and persuades the audience. Grab your copy now!

Bonus tip: Start with a bang by telling a compelling story, asking a provocative question, or sharing an interesting statistic

Checklist for Product Demo Essentials

Template 4: Four Steps for Effective Product Demo

Is your audience suffering from information overload during product demos? Follow these four steps in the template below to provide reliable solutions. Start with the "Customer Engagement" step to test your product thoroughly and become the soothing mediator that eases customer concerns. The "Finding Angle" step lets you creatively present standout features as solutions to your audience's problems, winning over competitors. "Focusing at Buyer" helps you precisely address client needs and doubts, offering a customized remedy. Ultimately, "Looking at the Bigger Picture" invites you to acknowledge the expansive scope of your product, prescribing a vision that cures the most stubborn pain points.

Four Steps for Effective Product Demo

Template 5: Key Essentials for Enterprise Software Demo

Implementing Enterprise Software Should Be a Breeze, Not a Brain Tease! This is why this template provides a structured framework for presenting enterprise software solutions. It covers critical components like data security, scalability, training, and risk management, ensuring a comprehensive and transparent demonstration. Highlighting the software's unique selling points and the vendor's reputation adds credibility. This template is essential for conveying vital information during software presentations aiding potential clients in making informed decisions about software adoption.

Key Essentials for Enterprise Software Demo

Template 6: Product Demo with Features Icon

Imagine your product is a delicious pizza. This Features Icon Template is like the toppings on your pizza in which you can choose the toppings that best represent your product's features and then arrange them in a visually appealing, easy-to-understand way. Once you've created your presentation, you can show it to potential customers. It might include enticing features like– a title slide, key product features with descriptions, unique benefits of your product, use cases, testimonials, and a call to action slide.

Product Demo with Features Icon

Template 7: Product Description in Demo with Several Features

This one isn't just informative – it's an unforgettable experience that leaves your audience wanting more! Packed with potent ingredients like showcasing the product’s USPs and spotlighting key features, it ignites curiosity to keep your viewers on the edge of their seats. That's not all; it explains how your product helps boost conversions, cement brand credibility, and unleash the golden path to return on investment (ROI). Get access to the template now to take your product presentations from ordinary to extraordinary!

Product Description in Demo with Several Features

Template 8: Ways for Effective Product Demo

The template emphasizes the importance of clear and concise communication, ensuring that crucial product features and differentiators are highlighted. Moreover, it covers the significance of understanding the client's needs and aligning the presentation with their requirements.

By acknowledging the long-term scope and vision of the product, this template makes it easier for the presenters to establish a connection between the product's current capabilities and its future potential, making the presentation more enticing to potential clients. Ultimately, it plays a pivotal role in crafting an engaging and persuasive product demo that captures the audience's attention, addresses their concerns, and leaves a lasting impression.

Ways for Effective Product Demo

Template 9: Demo Proposal Deal Sales And Logistics Process With Connected Boxes

This sales and logistics tango is an ice-breaker that allows you to pop up the right questions and ask your clients to marry your business. The template provides a structured approach to the sales and logistics process, presenting essential steps– lead qualification, demo, proposal, first meeting, workshops, and closing a deal for successful payment processing.

The significance of the template lies in its ability to streamline and clarify the sales process, making it easier for both the presenter and the audience to understand and follow the sequence of events. By visually connecting the boxes representing each stage, it offers a clear overview of how sales and logistics are interconnected. This helps maintain consistency and ensures all essential steps are accounted for, leading to smoother sales operations.

Demo Proposal Deal Sales and Logistics Process with Connected Boxes

Template 10: Desktop Demo Depicting Productivity Management Platform Working

This Template is like a magic wand that lets you show off your productivity management platform. It's the perfect way to give your potential users a front-row seat to features, workflows, and capabilities that make your platform a productivity powerhouse.

With this template, you can:

  • Provide a clear and engaging visual representation of how your platform works on a desktop, making it easy for your audience to comprehend and appreciate its usability.
  • Demonstrate features such as analytics, virtualization, and additional incremental capabilities so users can see the platform's value and potential impact on business productivity.
  • Capture your audience's attention and help them envision how your productivity management platform can benefit their organization.

Bonus tip: While demoing your platform, give a shout-out to any unique or innovative features of your product that set it apart and help users stay on track.

Get access to it now!

Desktop Demo Depicting Productivity Management Platform Working

Demo templates that will make your audience forget all about their phones!

As we wrap up this tour of demo presentation templates, let's remember that your next presentation is not just a slideshow; it's the fertile ground where your ideas spring. With these templates in your pocket, you'll be well on your way to turning a dull, monotonous presentation into a compelling journey that leaves your audience thoroughly impressed.

Never be the presenter stuck in the past, drowning in bullet points and bland backgrounds. These digital tools are capable enough to steal the show, whether you're pitching a groundbreaking idea, teaching a class, or wowing potential clients.

Start crafting your next presentation today, and let the world see what you're made of!

P.S. Don't forget to add a dash of your personality to your demos. After all, people do business with people, so let yours shine through!

Don't let the trouble of putting together a demographics presentation hold you back. Download these Top 10 PowerPoint Templates to start cooking up a sales pitch that will make your audience drool!

Related posts:

  • Must-Have Route to Market Templates with Samples and Examples
  • Top 7 Product Owner Templates with Samples and Examples
  • Top 10 One-Page Product Announcement Sheet Templates to Create a Buzz!
  • Why Product Management Templates Are a Must for Every Business in 2021

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The Guide to writing a Winning Demo Script that Converts

how to create a demo presentation

Your product demo is one of the most essential parts of the sales process, and your demo script is the foundation on which your live demo is built.

It's no secret that a good demo script can make or break your deal.

If your foundation is shaky, your live demo is likely to fall apart at the seams.

What you need is a good blueprint: a set of guidelines to create a demo script that can act as a solid foundation for the success of your demo presentation.

So how can you give yourself the best chance of success in your next product demo?

We’ve got you covered: We're here to give you the rundown on how to plan, create, and prepare a winning demo script well before your pitch.

Let’s dive in!

What is a Demo Script?

A demo script is a written guide used during a demo presentation to outline the narrative of the visuals being presented.

It prompts:

  • What your main messaging should be
  • Customer pain points, solutions, and product benefits
  • Chronology of visuals

that are to be covered during the demo presentation.

Since the purpose of a demo is to ‘wow’ and win over your client, your demo script provides a structured and consistent way of presenting your product.

After your demo, your prospect should think…

Typically, your demo script should include an overview of the product, its key selling points, and how it solves specific pain points for the customer .

It may also be wise to include objection-handling techniques to anticipate and address concerns or objections the customer may have during the actual demo.

If you’re a sales rep or a demo specialist, having a well-designed demo script will help you deliver a more effective product demo – which is likely to lead to higher conversion rates for you and an improved customer experience for your prospects.

The Importance of Demo Scripts

Product demos have grown to become increasingly important – they’re among the top three things buyers refer to the most when making the decision to purchase any software.

And what’s even more important is being ready with a good script to present your demo.

It’s vital to be prepared – better safe than sorry , right?

The benefits of demo scripts are endless.

Here are 5 things that are the most important:

  • Consistency: Demo scripts ensure that the general messaging of each demo stays consistent – so that your potential customers don’t get confused over the long run.
  • Clarity: Having a demo script ready ensures that your product’s key features and benefits are clearly communicated to your prospect. This helps them better understand how your product can solve their specific pain points and why it's worth investing in.
  • Efficiency: By providing a structured way to deliver your demo presentation, demo scripts help you to maximize the time-to-value (TTV) for your prospects.
  • Personalization: A demo script also gives you the space to customize your demo so that it fits the specific pain points, needs, and interests of your prospect.
  • Objection-Handling: A good demo script will also enable you to anticipate and address objections that may come up when you present the sales demo – thus helping to build the prospect’s trust and confidence in your product and increasing your chances of making a successful sale. ‍

how to create a demo presentation

Let’s look at some key things you need to make a note of before you create an awesome demo script.

Factors to Keep in Mind While Creating Software Demo Scripts

Here are a few things you should prepare in advance and remember when you’re creating your software demo script:

  • Your product-prospect fit ‍

We’ve all heard of product-market fit – but what’s product-prospect fit?

Essentially, it’s taking the time to understand your prospect's unique situation – their biggest pain points, their needs, and requirements – and tailoring your demo script accordingly to highlight how your product solves their problem.

You want them to think…

Use what you know about the prospect from your initial discovery call, and do additional research about their industry. Armed with this knowledge, you can personalize your demo script – and achieve product-prospect fit!

Samia May , Account Executive at Napta , says:

“It is important to define the specific characteristics of your persona/interlocutor before the demo and the different stages of the meeting. An excellent customization of the content will be the key to the success of your demonstrations. What are the issues of an operational user vs. the issues of a tool manager user? They are certainly not the same. The objectives are different, and it is up to you to orientate the added value according to the uses of each one so that your demonstration is as impactful as possible.”

This kind of targeted approach can make all the difference in securing a successful sale.

  • Social proof: To use or not to use?

Showcasing big-name social proof could actually turn off prospects and lower your close rate by up to 22% compared to sellers who don’t do this.

Most prospects are unlikely to identify with large corporations.

What do they want instead?

To see themselves in the product.

Here’s how to use social proof techniques efficiently:

Highlight 5-7 customers within your prospect's industry and level who faced similar challenges to your prospect, demonstrating how your product solves their pain points.

Don’t miss these things when you’re working on your demo script:

  • Objection handling: Anticipate and address common objections that the target audience may have, such as pricing, integration, or complexity.
  • Engagement: Don’t just write out a dry recitation of features. Keep the target audience's attention and make the demo more memorable by writing an interactive script.
  • Length: Be concise and to the point without overwhelming the target audience with too much information. A good rule of thumb is to keep the demo to around 30 minutes or less.
  • Refine and Practice: Practice your demo script before delivering it to your prospect. Refine it based on feedback and data to make it more effective and relevant to the prospect.

By keeping these factors in mind, you can create a software demo script that effectively communicates the value of your product to prospects and helps to drive sales and revenue for your business.

Let’s take a look at how to actually structure a demo script template.

How to Structure a Software Demo Script

A good demo script should:

  • Demonstrate the value of your product to prospective customers
  • Explain how your product works and addresses customer pain points
  • Help you build a rapport with potential buyers

A predetermined demo script template will improve the flow of your presentation and convey your confidence and preparedness.

Here’s a structure you can follow:

Introduce your main message

The goal of the introduction is two-fold:

  • Build credibility and a good rapport with your prospect
  • Capture the prospect’s attention and set the stage for the rest of the sales demo

To ensure these goals are met, here are a few things you should mention in the intro:

  • The main message: This should be your value proposition. How does your product solve the prospect’s pain points?
  • To build credibility, highlight previous experience of how you’ve solved similar pain points for businesses in a similar industry and at a similar scale as the prospect.

Your introduction has to be brief, impactful, and engaging – end with a question to keep it interactive.

You can then flow into the details of your product’s benefits.

Tie your product’s features to the pain points

This is the stage where you sustain the prospect’s interest and have to build their trust and confidence that your product is going to solve their problems.

Don’t: List your product’s features and benefits in detail. That serves no purpose.

Do: Focus on the pain points of the target audience and how your product can address them, using examples and data to show your prospect the impact.

VP of Business at Mailmodo (YC S21) Zeeshan Akhtar suggests:

“If you have a software with many features, try to organize the demo into multiple sections. Don’t go too deep into any one feature and leave out the rest. Instead, create detailed videos for other features without complicating the main demo.”

Don’t: Monologue.

Do: Engage your audience by asking relevant questions or leading with a question.

Showmanship: The AHA! Moment

Now that you’ve maintained the prospect’s interest and built their trust, you need one last thing to make sure that your product is going to be unforgettable.

That’s your AHA! moment – the moment you want your customers to remember.

Here’s where you exercise showmanship!

Show, don’t tell: Think back to Apple and Nike commercials.

Showing your product’s best features in action can be really powerful – it proves that your product is an invaluable solution for their business by painting a clear picture of how it addresses their needs.

By personalizing your demo, you can show your prospects that you truly care about their business and you want to help solve their challenges. It also makes it easier for your prospects to visualize how their organization could use the product.

Storylane is a no-code product demo software that allows you to create interactive and engaging demos by just dragging and dropping visual elements.

Try it yourself👇

With Storylane, you can:

  • Build a frontend copy of your SaaS product
  • Stitch the pages together and create a sequential flow
  • Customize the text, images, and other elements on each page
  • Create a fully functioning product demo in just a few minutes of your time

Depending on your prospect’s industry and their main business challenges, you can change the screenshots or their order. You can even change the data in your product demo to ensure it’s relevant to your prospects.

Reinforce the main message and close with a CTA

When concluding your demo, reinforce the main message and emphasize the value of your product. Keep the conclusion concise and focused on the key takeaways for your prospect.

Depending on the response, include a clear call-to-action – whether it’s getting them to sign up for a free trial, scheduling a follow-up call, or the next steps to finalize the paperwork.

how to create a demo presentation

Examples of Effective Software Demos

Let’s take a look at some great public demos that you could take inspiration from:

Gong – Revenue Intelligence

  • Hits customer pain points and highlights how the product solves them
  • Offers the option for a prospect to book a personalized demo

Toplyne – PLG Growth

  • Interactive demo: Led to an increase in the number of high-intent prospects
  • Simple sentences and emojis: Keeps the prospect’s interest
  • CTA: At the end of the demo, prospects are directed to a free trial sign-up form

Gladly – Customer Support

  • Realistic interface: Helps the prospect picture themselves using the product
  • Asks questions that hit pain points and highlights how the product solves them

Stairwell – Cybersecurity

  • Checklist: To engage the prospect from the very beginning by gamifying the demo
  • Guiding with an example: Gives prospects a clearer picture of the product in action

Ignition – Client Engagement and Commerce

how to create a demo presentation

  • Lead Capture Form: Before the demo starts for lead nurturing and scoring
  • Offering tips along the way to connect with prospects and demonstrate the product in a more engaging manner
  • CTA for starting a free trial at the end of the interactive demo

These companies have created effective public demos by focusing on the product's key features and benefits, showcasing its value in a tangible way to engage and inform their audience.

Let’s go over everything you need to do to ensure your demo script stays on point!

Checklist for a Winning Software Demo Script

Refer to this checklist to make sure you don’t miss out on anything when you’re writing your software demo script!

  • Know your audience: Tailor your demo to address your prospect’s specific needs and show them how your product can solve their problems.
  • Start with a hook: Capture your prospect’s attention from the start with an attention-grabbing opening that highlights the value of your product.
  • Hit the pain point with real-life scenarios: Show your audience how your product can help them achieve their goals and solve their problems.
  • Be interactive: Engage your audience by asking questions and encouraging feedback.
  • Show, don't tell: Use visual aids such as screenshots, videos, and infographics to demonstrate your product's features and benefits.
  • Focus on benefits, not features: Instead of focusing solely on your product's features, highlight the benefits it can provide to your audience. Show them how your product can help them save time, increase revenue, improve their processes, or more.
  • Include customer success stories: This social proof technique helps you build credibility as a reliable product, but avoid using big-name social proof. 
  • End with a call to action: End your demo with a clear call to action, such as signing up for a free trial or scheduling a follow-up call. This will encourage your audience to take the next step in the sales process.
  • Practice, practice, practice: Finally, practice your demo script until you feel comfortable and confident presenting it. This will help you deliver a polished, engaging demo that resonates with your audience.

how to create a demo presentation

By following this checklist, you can create a winning software demo script that engages your audience and helps you close more sales.

‍Crafting a demo script that converts is crucial to the sales process.

To sum it up, let’s hear from Jamie Cohen, Co-Founder at SalesCompete :

"When writing a software demo script, be mindful of focusing on the value your tool provides rather than going through a simple list of features one by one. Have an idea of the overall narrative- the story you want to tell and the point you want to get across. Ensure the script flows naturally from feature to feature, with the content and copy itself focused on telling use cases tying back to that overall narrative."

The key is to cater to your prospect’s needs as best as you possibly can and create a sales pitch that they can engage with. Remember to use clear and concise language, go heavy on the visual aids, and provide a call to action at the end of your script.

And don’t rush it: Take the time to create a winning sales demo script that truly resonates with your prospect and helps drive conversions.

how to create a demo presentation

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how to create a demo presentation

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how to create a demo presentation

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how to create a demo presentation

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How to Make a Product Demo Video that converts (+Free Template)

how to create a demo presentation

Marketing Content Strategist

How to make a product demo video

Table of contents

What is a product demo video, how can product demo videos benefit your business, how to make a product demo video, product demo video faqs, subscribe to techsmith’s newsletter.

Did you know that by the time someone is looking for a product demo video, they’re already very keen on the idea of buying that said product? In fact, there’s a good chance they’re already sold.

Research by Think With Google found that over 50% of internet users look for videos related to a product or service before visiting a store, making it crucial for businesses to invest in product demo videos. Without a compelling demonstration of your product, you run the risk of losing potential customers to competitors that have invested in video marketing.

Make amazing demo videos!

Make professional-quality demos videos quickly and easily with Camtasia. Record your screen or upload an existing video, then bring the “Wow!” with effects, music, and much more.

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You may already have a good idea of just how important video marketing is and the impact it can have on driving sales. But, creating a product demo video might seem intimidating if you’re not familiar with the process. 

That’s where this guide comes in! 

In this article, we’ll provide you with the necessary resources and skills to create a top-notch product demo video that will help you showcase the unique features and benefits of your product.

how to create a demo presentation

In a nutshell, a product demonstration video illustrates how your product works by showing it in action. This can be a compelling way to communicate the value of your product to prospective customers and persuade them to make a purchase.

In fact, product demo videos are one of the most popular types of instructional videos out there – and for good reason! Plus, knowing how to make a product demo video is a skill that will serve you well across a wide range of industries and professions — maybe even all of them! 

What’s more, you don’t need to be a video expert to create an amazing demo video! With the right tools and a bit of planning, you’ll be well on your way to creating a stunning video that showcases the full potential of your product.

In this guide, we’ll break down the process of how to make a demo video into four easy steps, so you can create outstanding video marketing content. But first, let’s take a look at some of the other ways businesses can benefit from demo videos.

The Marketer’s Ultimate Guide to Video

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We’ve said it once and we’ll say it again: product demo videos are an effective — possibly the most effective — way to showcase a product’s features and use cases.

By visually demonstrating how your product works and highlighting important features, you can help potential customers understand how it can meet their needs. This is especially important in today’s market, where consumers are bombarded with countless options and are often looking for guidance on what to buy. 

However, the very best demo videos can benefit businesses in a number of ways. From building trust and credibility to increasing traffic and sales. Let’s take a closer look at some of the most valuable ways in which a video demo of a product can help businesses grow. 

Product demo videos build credibility

Perhaps one of the key benefits of product demo videos is that they can help establish credibility and encourage your audience to trust that your product is going to help them in the way they need. 

By giving potential customers a clear understanding of what they can expect from your product and what makes it the best solution to the problem they’re trying to solve, you can help them feel more comfortable in taking the next step and making a purchase. This is especially important for newer or lesser-known products, where customers may be hesitant to take a chance on something they’re unfamiliar with.

Product demo videos introduce product features

Showcasing the features of a product and its USPs is a great way to sell to an audience without making it feel like a heavy-handed sales pitch. Rather than telling your audience they need to buy your product, you’re showing them how it will help them. 

This ‘show don’t tell’ approach can be a great way to explain how your product will address their needs, without seeming too “salesy”. In turn, this will help you build trust with your audience, and come across as a brand that’s authentic and approachable.

You can also use product demos as a way to announce product updates and explain new features. By walking viewers through the changes and showing how they’ll benefit, you can get your audience excited about what’s to come. 

Product demo videos increase traffic

There are a number of ways that video can help boost traffic to your website. First, the internet has become an incredibly visual space and with this change, videos have become more and more important for SEO.

In fact, research shows that websites featuring videos are 53 times more likely to reach the front page of Google than those without. And with over 25% of searchers clicking on the first organic search result , getting links to your website as high as possible on the first page of Google is key to driving traffic.

And what do users do once they’re on a website with lots of video content? They watch the content! Your videos will encourage users to spend more time on your page, which sends a positive signal to search engines — boosting your SEO and web traffic even higher! It’s like the opposite of a vicious circle. 

Finally, videos can be shared across a wide range of platforms, from YouTube to Facebook, all of which can increase your brand’s visibility and reach. In fact, viewers will share the very best videos with their friends and family, further increasing your exposure and driving more traffic to your website.

Product demo videos increase sales

When potential customers see your product in action, they’ll start to understand how it can solve their problems, which will make them more likely to buy. It’s not just about showing them what your product can do, it’s about addressing any doubts or concerns they may have about the quality or effectiveness of the product in question.

Good advertising has, at some point or another, fooled all of us into thinking that some product is going to be the best thing since sliced bread. But then when we finally get our hands on it, it doesn’t live up to expectations and we’re left disappointed. 

As a result, many people have become skeptical of advertising and wary of products that might not be all they’re cracked up to be. However, showing people how your product works will give them a little taste of what it will be like to use it themselves. This can alleviate doubts, which will make consumers more likely to make a purchase.

So, if your business is yet to make a product demo video, then what are you waiting for? 

Step 1: Plan your product demo video

As the old adage goes, failing to plan is planning to fail — and the same goes when you make a demo video. To create a successful demo video it’s absolutely vital that you take the time to plan out your video. 

This means thinking about your video’s message, working out what you want your audience to learn from it, and what they’ll need to see in order to take the next step. As you plan your product demo, you’ll also want to include the following points:

Describe the product

Provide a high-level introduction to what your product does — but keep it brief. Remember, your audience is already interested in buying your product, they wouldn’t be watching your video if they weren’t! 

Provide a solution

While it can be tempting to focus exclusively on cool features, be sure to mention the problems and pain points that your product will solve. The idea here is to remind your audience why they need your product, which will encourage them to take the plunge. 

Show how the product works

A video demo wouldn’t be a demo without a demonstration. But remember, while it’s important to show your audience how your product works, you should avoid going into too much detail. 

Your demo video doesn’t need to outline every single step required to use the product. In fact, it’s usually better to put the more intricate details in a tutorial video .

If you are working with a complex product, however, you might consider creating multiple demo videos that address different functions and uses. However, we’d still recommend starting with a more general overview that’s likely to appeal to your entire audience.

Provide the audience with a clear call-to-action (CTA)

At the end of your demo video, always provide a specific and clear next step for your audience to take. Your CTA can be super simple, such as a button to “Start a Trial”, “Request More Information”, or even “Buy Now”. In fact, we’d say that the best CTAs are simple and effortless — because customers are more likely to follow the path of least resistance. 

Once you’ve thought through each aspect and have an idea of how to incorporate them into your video, you might find it helpful to write a script and storyboard . This will ensure you have a solid foundation for your product video demonstration.

Then, with a clear plan of action, it’s time to move on to step two.

Step 2: Start with a product demo video template

Now, if you’re thinking that you need to create a product demo video from scratch, we’re here to tell you otherwise. 

Make a demo product

With Camtasia, you can access a wide range of templates to help make the video creation process as smooth and easy as possible. And before you ask, yes, we do have a product demo template that you can use in Camtasia. 

This template is called “feature demo”, and as soon as you open it into Camtasia, you’ll see that, as if by magic, your entire video will already be laid out for you. Best of all, the template is completely customizable! You can change colors, logos, fonts, and more to fit your product branding.

Once you’ve opened up your template, it’s time to move on to the third step: recording your footage.

Step 3: Record your product in action

To capture a software program in action, you’ll need a tool that will let you record your screen. Fortunately, we at TechSmith have several screen recording tools you can use.

Of course, if you’re filming a demonstration of a physical product, you’ll need a physical camera rather than a screen recorder. But most of the other steps discussed in this guide will still apply to you. 

For desktop software

If you’re using a desktop, Camtasia is a great all-in-one program for creating a demo video project, as it offers tools to record your screen and edit your video.

For iOS apps

On the other hand, if you need to record an app or feature on an iOS device, we can help you there as well! With the TechSmith Capture mobile app, you can easily record your smartphone screen and import the recording into Camtasia .

Create demo

Once you have your software open on your computer, you may want to walk through the product demonstration a few times for practice, kind of like a dress rehearsal!  When it comes to doing the product demonstration for real, it’s worth considering the desired dimensions of your finished video, as resizing it later on might affect the picture quality. Knowing the output size before you record will ensure that your finished video is crisp and clear .

Then, when you’re ready, open Camtasia and select the record option. You’ll then be prompted to select the part of your screen that you wish to capture.

This is also when you’ll need to select which audio sources you want to record, including system audio, microphone audio, neither, or both. Recording system audio means anything that would normally play through your computer speakers will also be captured, which might be important if your software features any sound.

However, system audio refers to all the sounds that your computer makes, including things like email notifications. So be sure to adjust your settings so your recording isn’t interrupted by distracting beeps and tones.

Making demo videos

If you choose to record your narration as you demonstrate your product, then you’ll also want to capture your microphone . However, if you have prepared a script, you might find it easier to record your voiceover separately, after you’ve captured the onscreen action. But don’t worry, Camtasia makes it easy to sync audio and video sources .  

Once all the prep and practice is out of the way, it’s time to hit the Record button and capture your demonstration. Don’t worry — you’ve got this! 

When you’ve finished showing how the product works, hit Stop. 

You can follow the same steps to capture any additional recordings that you outlined in your plan. Keep in mind, it’s easier to remove or trim down any unwanted footage than to have to re-record a missed step later.

Step 4: Edit your product demo Video

Once you’ve planned and filmed your video, it’s time for the fun part – editing! Don’t worry if you’re new to this, Camtasia’s easy-to-use drag-and-drop editor makes editing easy and intuitive.

The editing suite is where you can trim your footage , insert your audio narration, add captions , add music , and play with animated effects — as well as a load of other things that will make your video stand out. 

From the TechSmith blog to the free TechSmith Academy, there’s a whole library of resources and instructional tutorials that you can use to familiarize yourself with all of Camtasia’s tools.

However, do keep in mind that despite the cornucopia of tools and effects, it’s important not to go overboard. We know firsthand how tempting it can be to use every neat trick you learn, but remember to refer back to your storyboard for guidance, and always keep your audience in mind.

The best videos are usually kept simple so that your audience can focus on the information you want to convey.

How to edit with templates

If you used a template to create your video, even better! Your editing process will be even faster and more efficient.

How to make a demonstration video

With the template already laid out on your timeline, it’s as simple as taking your screen recording (or real-life footage) and dropping it into the placeholder.

Make a product demo video

Camtasia will give you a few options for adding your footage to the placeholders, but we recommend using Ripple Replace. This option adjusts the length of the placeholder to fit your footage, without removing affecting the other items and effects. It’s all customizable though, so feel free to adjust the transitions and identification (often called lower-third) graphics as you see fit.

Use a template to create a video demo

The “feature demo” template also has options to add device frames that can make your footage look like it’s on a computer screen or mobile device. All you have to do is drag your clip into a scene and transition into the full screen of your recording.

Pretty sweet, right?

Bonus! Reuse your template

Now this part is really cool. Once you have your demo video set out the way you like, you can save it as a new template, ready to be used for your next video, and the one after that! 

This can save a lot of time in the future as you’ll already have all your own brand elements ready to go. The only thing you’ll have to do next time is swap out the footage and any visual aids, such as text or annotations, that are specific to your recording.

Templates to make a demo video

Saving the video you just made as your own custom template is easy too. In fact, it’s probably easier than all the other steps we’ve covered — and even they weren’t that hard, right? 

The first step is to replace the screen recording with a placeholder, after you’ve saved and/or exported your demo video that is. To do this, right-click any piece of media on the timeline and choos Convert to Placeholder.

Then, go to File > Save as Template and provide a name for the template file. This saves the template in Camtasia on your computer.

How to make a product demo video thanks to templates

If, on the other hand, you want to share your template, go to File > Export > Template, and name the file.

Your template will then be exported as a Camtasia Template file, known as a CAMTEMPLATE. Once it’s exported, you can send the file to colleagues or place it in a shared location. All they have to do is download the template file and double-click to add it to their templates menu, where it can be selected at any time.

The Camtasia template file works on both Windows and Mac, so you don’t have to worry about sharing between different platforms.

The ideal length for a product demo video is between 60 and 90 seconds, though two minutes is okay for more complicated products. This should be the perfect amount of time to showcase the key features of your product, without overwhelming the viewer with information.

Most product demo videos have a product intro, a demonstration of its key features, and a call to action. This way, you can show your audience how your product will help them, and encourage them to take the next step, such as registering for a free trial or making a purchase.

When it comes to budget, there’s no one-size fits all solution. Big companies spend thousands of dollars on their demo videos. But, with the right knowledge, a little planning, and some practice, you can create a demo video in-house for little to no cost.

Additional Resources

Snagit vs. camtasia: which screen recorder is right for you, how to reduce video file size, how to make a screencast in 5 easy steps.

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  • Idea Management
  • Prioritization
  • Product Strategy
  • Product Development
  • Customer Experience
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Home » How to Create Effective Product Demos and Walkthroughs

How to Create Effective Product Demos and Walkthroughs

This article covers:

What Most People Do Wrong When Creating Product Demos and Walkthroughs

Steps to create product demos and walkthroughs that convert, key takeaways.

Are your product demos and walkthroughs falling flat? Have you ever felt like your demos just aren’t connecting with your audiences?

As a product manager, spending hours creating demo content for users to tune out or get confused before you can show the real value is frustrating. We have all been there – it feels like you’re talking to a brick wall sometimes.

You slave over the slides and script, hoping to clearly illustrate your features, but end up with blank stares instead of excited customers.

So, how do you make your demos effective? How do you turn disengaged viewers into enthusiastic supporters? In this article, we’ll cover the common pitfalls that cause demos to fail and share strategies to create engaging demos that resonate with your audiences. 

By the end, you’ll understand how to capture attention, communicate value, and move people to action with your product walkthroughs.

While the eagerness to showcase a product is understandable, the representatives must recognize that poor execution of product demos can negatively impact potential clients. Here are the common mistakes you need to be wary of:

Not Vetting Prospects Thoroughly

Don’t just hand out demos to anyone who asks. Take time to understand your prospects’ business size, budget, and needs. A lengthy demo may overwhelm a small company. Ask questions, like a focused webinar, tailored demo, or training materials, to determine the best format. Respect everyone’s time.

Failing to Establish Value

Brian Tracy once said, “Your ability to communicate with others will account for fu?ly 85% of your success in your business and in your life,” and we cannot agree more.

Communicate why prospects should allot time for a demo. Explain how it can save them time and help determine fit. Stress the presenter’s ability to showcase benefits. Make sure they walk away knowing their time was well spent and how your solution adds value.

Using Demos as Training

Demos are for selling, not training. Tell your company’s story and highlight advantages vs. competitors. Keep it brief and focused on what matters most to the prospect. Leave detailed onboarding for after purchase.

Rambling On Too Long

Respect prospect’s busy schedules. Understand their workflows and needs to customize the demo accordingly. Fifteen minutes maximum on critical features, then Q&A. Help them succinctly sell your solution back to their team without dragging on.

Getting Lost in Features

Features aren’t the biggest draw – it’s improving workflows and business outcomes. Ask questions to identify goals and better understand how your solution fulfills needs. Build trust through empathy and clear problem-solution fit.

Failing to Engage Attention

Attention spans are short, so keep audiences engaged. Highlight truly important parts and use language like “this is key” to grab focus when drifting occurs. Check for understanding along the way.

Forgetting Next Steps

Don’t leave prospects hanging with unresolved questions. Set clear expectations for onboarding before ending. Bring a laptop to schedule follow-ups while interest is still fresh. Go for the commitment and move discussions forward.

  • Craft Detailed User Personas
  • Unravel the Customer Journey
  • Visualize Your Insights with a Storyboard Template
  • Tailor Demos to Specific Personas
  • Measure and Enhance Your Demo Effectiveness
  • Engage Prospective Customers with Personalized Demos

1. Craft Detailed User Personas

As per research, companies that surpass revenue and lead objectives are more likely to possess documented personas, with 71% having them, compared to 37% for companies meeting goals and 26% for those falling short .

The research highlights the potential correlation between having well-defined personas and achieving higher revenue and lead generation success levels.

User personas are fictional representations of your target audience based on real data and research. They help you understand your audience’s needs, goals, and pain points so you can create demos and walkthroughs that are relevant and engaging.

Here are the recommended steps to create effective product demos and walkthroughs targeted at your customer personas:

  • Develop well-defined customer persona profiles. Use data from surveys, interviews, sales interactions, and analytics to understand your key persona types based on factors like industry, job role, company size, and so on. Create profiles detailing their goals, pain points, motivations, and expectations.
  • Map your product features to persona needs. Analyze how your solution addresses each persona’s unique challenges and helps them achieve their desired outcomes. Use use cases and scenarios to illustrate how your product would work for each persona.
  • Customize your demos for each persona. Tailor the demo script, presentation style, and delivery based on the persona’s interests, priorities, and preferred communication style. Focus content on aspects most pertinent to that persona.
  • Incorporate persona feedback into demo improvements. Measure each persona’s metrics like attendance, engagement, satisfaction, and conversion. Also, solicit input from sales, management, and demo attendees to identify strengths and weaknesses. Make targeted refinements based on performance and feedback.

Gaining deep insight into your distinct customer profiles and aligning your demonstrations accordingly can enhance relevance, build credibility, and increase sales effectiveness. Regular refinement further strengthens demonstration impact and conversion rates over time.

Chisel's Idea Box interface, showcases a neatly organized space for storing product feature requests and ideas received through feedback.

You need a great feedback management tool to help you create a great user persona. Chisel is one such amazing product management tool that has an exclusive feedback pillar that helps you collect and manage feedback from team members, customers, and stakeholders alike. 

Sign up for Chisel’s Free Forever version here!

2. Unravel the Customer Journey

The second step in paving a path for effective product demos and walkthroughs is to outline a customer’s typical journey when evaluating your product category and solution. This step may include:

  • Awareness stage : The customer recognizes a problem/opportunity and begins researching possible solutions. Your demo could highlight industry trends, common challenges, and how your product compares to competitors.
  • Consideration stage : The buyer evaluates options by checking reviews, trialing demos, and consulting peers. Show how users can easily sign up for a free trial on your website. Demonstrate key features in the trial environment.
  • Trial stage : The user tests functionality to verify fit and value. Provide trial support and documentation . Observe pains and collect feedback.
  • Purchase stage : Compelling trials drive buyers to purchase. Demo how teams can quickly get started with implementation best practices.
  • Onboarding stage : New users are adopted and ramped up. Highlight onboarding materials and success services.
  • Adoption stage : Features are learned and optimized over time. Showcase expansion/upsell opportunities uncovered during use.

By choreographing your demo’s message and flow according to these typical journey stages, you lay the foundation for prospects to envision themselves as future users. It boosts relevance and builds the case for your solution throughout the decision process.

A snapshot of the Feedback Portal interface, illustrating a user-friendly platform for customers to share, store, and prioritize their ideas through a simple link.

Chisel’s Feedback Portal can be a great wat for you collect feedback from your users with just a single link. You can collect their ideas, inputs and recommendations without much effort. 

3. Visualize Your Insights with a Storyboard Template

The third step towards effective product demos and walkthroughs is an effective storyboard that helps prospects visualize the user experience, keeps demo presentations structured, and engages the audience through a relatable narrative. It also ensures your demo conveys the right messages about features and their impact.

To effectively visualize your product insights using a demo storyboard template, follow these key steps:

Outline the Core Narrative : Define the central storyline that captures the user’s journey from the initial problem identification to its resolution. It could involve describing key personas, their challenges, and their goals.

Feature Storyboarding : Break down the narrative into individual scenes or steps. Associate each step with a core feature that addresses a user’s pain point. Visually represent features through illustrations, screenshots, or video snippets.

For example, a SaaS helpdesk storyboard could show:

  • John, a customer support manager struggling with long queue times (problem intro)
  • A new AI-based bot handling basic queries, reducing queue (feature 1)
  • Sophie, an agent noticing stats and resolving issues faster using a knowledge base (feature 2)
  • John checking reduced wait times and happy customers (resolution)

Add Flow and Context : Arrange scenes in a logical flow that tells a coherent story. Narrate each scene to explain the context, user actions, and how the featured elements alleviate pain points.

Gather Feedback : Present the storyboard to target users and colleagues. Refine based on input to improve understanding and resonance before developing the whole demo.

An illustrative image representing Chisel AI's synthesis of thousands of related feedback tickets.

It is no easy feat to collect feedback from multiple users. That is where Chisel comes in. Chisel AI excels at synthesizing thousands of related feedback tickets, allowing you to consolidate and identify new features or user stories when customers submit feedback on similar topics.

4. Tailor Demos to Specific Personas

When potential customers visit your website, they must understand their unique needs and pain points. Rather than showing everyone the same generic product tour, take some time to learn about your visitors.

Ask them questions to determine their role or industry. Are they a small business owner? A manager at a large enterprise? An individual contributor looking for a tool to improve workflows?

Tip: A quick survey can surely come in handy here.

Based on their answers, surface the most relevant part of your demo. For example, if they work in marketing, they focus on features for campaign management and analytics. If they’re an IT administrator, dive deeper into setup, permissions, and integrations.

This level of personalization shows you understand your prospects and care about solving their specific challenges. It prevents demo fatigue and keeps them engaged longer.

For a help desk tool, you may have personas like:

  • Small business owner looking for simple ticketing
  • IT manager at a mid-size company who needs to delegate access
  • A large enterprise that needs to integrate with other systems

By detecting which persona matches their needs, automatically start the demo at the right place to showcase solutions for their use case. This targeted approach is sure to capture their interest and showcase value faster.

The key is personalizing the experience based on who they are, not just showing everything to everyone. Focus on truly understanding each visitor’s goals.

5. Measure and Enhance Your Demo Effectiveness

To maximize the effectiveness of your demos, you need actionable insights on what’s working and what needs enhancement. Set clear KPIs upfront to define success.

For example, track how many demo visitors sign up for a free trial or purchase an entry-level plan. Monitor completion rates to see if users are dropping off at specific points.

Consider adding polling or feedback questions throughout the demo. Ask visitors what features they found most valuable or what additional topics would be helpful. Their input can guide future refinements. Customers also feel seen this way. 

Test different demo structures and flows with subsets of your audience. If you are a help desk tool, try rearranging the order of features or modifying the script’s language. See if specific demos drive better conversion rates .

Analytics will also reveal which pages or elements are most engaging. Focus your efforts on polishing areas with room for improvement.

Don’t be afraid to retire demos that prove ineffective. Continually launch new iterations based on testing and data.

You can scientifically optimize the demo experience over time with the right measurements. Stay attuned to feedback from real users – it will light the path toward demos that truly resonate and drive more success for your business.

6. Engage Prospective Customers with Personalized Demos

Now that you’ve created your polished product demo, it’s time to put it to use by engaging prospective customers through personalized demo sessions. Here are some tips:

  • Schedule dedicated demo times with qualified leads so you can focus the discussion. Kick things off by asking about their current workflows/challenges to personalize the experience.
  • As you walk through the demo, pause periodically to ask questions, get their feedback, and have a dialogue. For example, at an appropriate point, you could say, “What are your thoughts on this feature so far?” or “Based on your use cases, how do you think it might help your team?”
  • Tailor which aspects of the product you highlight based on their business and identified needs. Don’t try to showcase every feature – focus on the most relevant ones.
  • Offer to do a follow-up call or meeting to dive deeper into any areas they want to learn more about after the initial demo. It builds rapport and allows for additional questions down the line.
  • Collect feedback after each demo through a quick survey. Ask what customers liked, if there are any remaining questions, and what their interest level is in the next steps. Use insights to refine your approach for the next prospect.

For example, if you have a company invoicing software, focus on discussing how streamlining processes can save time and boost productivity for clients’ accounting teams. 

Highlight case studies of similar businesses that saw ROI within the first six months of use. Ask questions to gauge how much pain points like manual data entry currently cause. Personalizing in this way shows you understand each prospect’s unique needs.

Chisel's User Survey tool highlights the flexibility to create surveys from scratch. 

Chisel’s User Survey tool is tailored for you to collect feedback on your demo from your users. Be it with the help of a pre-existing template or by creating surveys from scratch, Chisel has it all. 

The challenge of creating effective product demos and walkthroughs has been a persistent concern for many in the product management space . However, a one-size-fits-all approach often fails to resonate and appeal to different types of buyers.

The key challenge is understanding that not all customers are the same – they all have unique goals, pain points, and preferences based on their roles and industry. By taking a generic stance, demo creators risk overlooking important audience segments.

In this article, we explored how to tackle this issue through audience segmentation and personalized experiences. For those seeking a comprehensive solution, Chisel emerges as a top-notch product management tool. 

Chisel not only streamlines the process of creating impactful demos but also excels in roadmap planning, fostering collaboration, and managing feedback efficiently. One of its standout features is the integration of AI for classifying bulk feedback, allowing users to synthesize thousands of related feedback tickets seamlessly.

Your journey to more effective product demos starts with Chisel. Discover the tools and insights that will empower you to successfully navigate product management challenges. 

Crafting great product requires great tools. Try Chisel today, it's free forever.

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How to Make an Eye-catching Video Presentation in Minutes | InVideo

  • video presentation

how to create a demo presentation

Video is now the undisputed king of mediums in business communication. HubSpot reports that 85% of companies use videos in their marketing efforts. From webinars to demos, from sales presentations to investor pitches, and from welcome videos to online tutorials, videos are the go-to channel. Clearly, video marketing  is on the surge.

And video presentations are among the most widely used formats for video marketing. But how exactly can you create winning video presentations, to begin with?

Simply by signing up to InVideo for business where you get tailor-made template and video editing services on demand so you can spend your time running your business. Sign up for a free demo here. 

Video Presentations Q&A

Before we get into the meat of our guide, let’s quickly answer a few commonly asked questions.

1. What is a Video Presentation?

A video presentation is a form of communicating with an audience with the aid of a video or completely using a video. The video could be made of PowerPoint slides , still images, animation, or actual video footage.

2. Why Should I use Video Presentations?

Common reasons for using videos as presentation aids include:

- Overcoming space/time limitations - Using video as a visual aide to drive your point home - Video enables you to compress a lot of information into a digestible size

3. How do I make a Video Presentation?

Thanks to the advancements in technology, making video presentations has become very easy. It has also become more affordable than it was a couple of years ago. While different video makers have different steps to take when making a video , here are the basic steps to follow:

- Come up with a concept for your presentation. - Craft an engaging script . - Decide on the visual assets (and format) you’ll use. - Use a professional video editing app to bring it all together. - Promote the video.

Pro tip: To make things even easier, you could sign up to InVideo for business and get presentations made for your brand using the editing-on-demand services.  Sign up for a free demo here . 

4. How do you begin a Presentation?

You can open your presentation in 7 ways:

1. Share an anecdote or short personal story. 2. Kick-off with a provocative statement. 3. Present a startling statistic or data. 4. Tell a good clean joke that suits the audience. 5. Ask a loaded rhetorical question. 6. Show the audience a compelling visual. 7. Hook people with a fascinating quotation.

5. How do you Make a Video Presentation with PowerPoint?

Turning a PowerPoint presentation into a video is easy. Just follow these steps:

Step 1: On the File  menu, select Save  to make sure you have saved all your recent work in PowerPoint presentation format (.pptx).

Step 2: On the File  menu, select Save As .

Step 3: Select the folder location where you want to store your PowerPoint Show file.

Step 4: In the Save as type  box, choose PowerPoint Show (*.ppsx) .

PowerPoint Show Save as Options

Step 5: Select Save . That’s it.

Now that we’ve answered a few basic questions, let’s dig deeper into why videos are so powerful.

What Makes Video Presentations so Effective?

Why do they increase the impact of your message?

Well, it’s simple, really – people are visual creatures. This means we take in more information by watching than by reading. Remember the saying, “a picture is worth a thousand words”? Besides that, here are 4 other reasons video is so effective:

1. Conveys emotions better

No other communication channel conveys emotions better than video. That’s because video caters to the brain’s visual and auditory systems, helping the viewer pick up on cues like body language, facial expressions, imagery, and music.

2. Cements information better

According to research , people remember 10% of what they hear and 20% of what they read. However, they remember a staggering 80% of what they experienced. In short, visuals are easier to remember than text or audio because they help your audience “experience” your message. It makes video an essential part of creating presentations your audience will remember for a long time.

3. Makes it easier to digest information

Especially when explaining complicated concepts, video is a great way to present information in an easy-to-understand way. Not only is the format easy to take in, but it also makes breaking down concepts easier.

4. Builds relationships fast

I’m sure you know the marketing mantra: people buy from people they know, like, and trust. Nothing beats video in making prospects or your audience know, like, and trust you…   fast. Video is an instant relationship builder. It’s the next best thing to live face-to-face communication.

A video is a great tool that has made it easier to communicate thoughts and ideas with people – not just in a room, but even across the globe.

6 Types of Video Presentations You Need to Know

Video presentations come in different flavors, depending on their purpose.

types of video presentations

1. Educational Presentations

These are mainly used in teaching and learning sets online or in a classroom setting. These make it easier for the teacher to convey information and the students to grasp the concepts.

Use this template

2. Sales Presentations

The field of sales has evolved tremendously in the past decade. With customers being savvier, sales reps must play the game well if they’re to bag sales. One way they can do that is by creating story-based sales video presentations.

Sell more with pro video presentations

Use 5000+ InVideo templates to get started

Sell more with pro video presentations

3. Investor Pitches

Need to woo an investor? One of the best ways to do that is by using a video pitch. This will help you present your business plan in a visually appealing way so they can easily grasp your business concept.

4. Promotional Videos

Whether you’re promoting an existing product or a new one, video is your best bet for getting eyeballs on your product (or cause). People relate better to what they can see, making video the best medium for presenting your promotions (like product reviews, for example).

5. Employee Training and Onboarding

Video presentations are great for conducting employee training and onboarding. One of the main reasons for this is that video helps reduce the resources spent on these 2 important aspects of employee relationship management.

6. Informational Videos

As the name suggests, the informational/how-to type of presentation serves to pass on important information. Why video in this case? Because it’s more engaging and can pack a lot of information in a short clip.

Pro tip: You can get tailor-made templates to create any kind of presentation for your brand or business using InVideo for business . Sign up for a free demo here . 

How to create killer Video Presentations – 4 Tips

Now you know why video presentations are important and which scenarios to use them in. Now to the fun part – tips on creating killer video presentations. Let’s get to it, shall we?

Tip #1 - Know your Audience

how to create a killer video presentations - know your audience

The most important aspect of creating a stellar presentation is to know and understand your audience. Even if you use the best video presentation maker , if you don’t target a specific, clearly defined audience, your presentation will flop. Understanding your audience will help you:

A. Communicate effectively

Effective communication involves knowing the language and examples that resonate with your audience.

B. Choose the right visuals

Certain visuals are more impactful when used on a particular audience. Study those that your audience will easily understand and relate to.

C. Connect on an emotional level

No matter the type of presentation, it’s crucial to connect with your audience on an emotional level. And to do that, you need to understand the emotional triggers to push in your video presentation.

Invest in adequate audience research. While it may be time-consuming (and a bit costly), it will pay off in the end.

Idea #2 - Brainstorm video content ideas

Create Killer Video Presentations - Brainstorm Video Content Ideas

Now that you have gathered enough audience data, it’s time to brainstorm some content ideas. Whether you’re creating your talk solo or as a team, 3 crucial questions will lay the foundation of your brainstorming session:

1. What do you want the video to achieve? 2. Which emotions do you want the video to evoke? 3. What will visual elements help your video achieve its goal?

The answers to these questions will help guide your ideas. They are key to creating a killer video that your audience will love.

Tip #3 - Craft engaging scripts

Craft Engaging Scripts

Audience research? Check.

Great idea? Check.

Now we get to another interesting stage of creating great video presentations  – crafting an engaging script. Whether it’s a live presentation, a webinar, or even a product review, you’ll need a great script to ensure you keep your audience engaged.

Even if you love creating impromptu videos, having a script for your video presentations is important. And no, you need not be Quentin Tarantino to produce a great video script (although it won’t hurt to learn how to become a good copywriter). Here are 3 reasons a good video script is a must:

1) Helps structure your video

To ensure your video has a smooth and progressive flow, you’ll need a good script.

2) Eliminates “dead spots”

Dead spots, or moments of inactivity, are a great turn-off in a video. They reek of unprofessionalism and can lead to your audience disengaging. The best way to eliminate dead spots is to craft a solid video script .

3) Keeps you on track

It’s very easy to get sidetracked when creating a video . However, with a script, you minimize the instances of going off-topic.

Creating scripts for your videos is a best practice that shouldn’t be overlooked. If anything, invest more in your script than the visuals as a good script can save a video with poor visuals.

Pro-tip: Once you’re confident about your script, it is time to make things even more clear. A  storyboard will allow you to break down your video visually, scene by scene, describing what is happening in it.

Tip #4 - Invest in the Right Tools

video presentations right tools - InVideo

With video, one thing you should never skimp on is the tools you use, particularly your video editing software. While there is a gazillion free video editing software on the market, it’s highly recommended that you use a professional video editor . And that means going the paid route.

Why should you spend on a video editor when there are countless free options available? Here’s why:

A. Get more (professional) features

Creating professional-looking videos requires a lot of resources and features. Most free video editors lack the features that will enable you to create professional videos.

B. Avoid branding and ads

With video editing software, free is never free. That’s because you pay through being forced to include the video editors brand in your work. In other words, you pay by advertising for them. Besides branding, some free video editors may subject you to irritating in-app ads.

If there’s one thing that’s inevitable when it comes to software, it’s that one time or another you’ll encounter glitches. This is where paid video editors have a great advantage over their free counterparts – you’ll have access to customer support.

From hardware (like cameras) to software (like video editing software), the tools you use will determine the quality of your videos. Invest in professional tools, and your presentations will sweep your audience off their feet because they’ll be more polished.

Pro tip: If you don't have the time or bandwidth to find your way around an editing tool, simply sign up to InVideo for business and get presentations created using tailor-made templates and on-demand editing services. Sign up for a free demo here . 

Tip #5 - Adopt Video Presentation Best Practices

There’s no need to reinvent the wheel when creating presentations . Most winning video presentations are based on common fundamental principles that work. Here are some you need to know:

1) Create impactful intros (and outros)

Your intro is the most important part of your presentation as it sets the tone for the rest of the talk. If you can’t engage your audience with your intro, you probably won’t get another chance to engage them.

2) Keep it short, sharp, and sweet

No matter how engaging your video is, always remember it’s not a movie. The point is to keep your audience engaged enough to pass on your information, no more no less.

3) Be professional

Don’t throw out your professional etiquette just because you’re on (or using) video. Maintain professionalism in your video presentations by, for example, using clean language and maintaining a good posture.

4) Use quality sound

Sound plays an integral part in presentations. Whether it’s music or speech, make sure it’s crisp, clear, and audible.

By following these (and other) video presentation best practices, success is inevitable. Remember, the presentation is not about you; it’s about your audience. So, ensure that your presentations provide a good user experience for your audience.

Make video presentations in minutes

With customizable InVideo templates

Make video presentations in minutes

Looking for a great Video Presentation Template? Here’s what you should consider

video presentation templates in InVideo

Templates are lifesavers. They help you create a decent presentation in a snap, even if you are a newbie.

Here are 3 simple questions to help you determine if a template is good:

1) Is it editable? – Are you able to change things like playback speed, effects, or text, so you produce something you like? Stay away from rigid templates that don’t give you the freedom to create with ease.

2) Is it customizable? – Can you design brand-specific clips using your company’s colors, fonts, and styling? Good templates give you wiggle room to include your brand’s specific needs.

3) Is it campaign-specific? – Different videos fit different scenarios. Ideally, you want templates tailored to your current campaign.  That way, you have less tweaking to do because the templates are close to what you want.

Pro Tip: Get more tailor-made templates for your video presentations by signing up to InVideo for business . Sign up for a free demo here . 

5 Awesome Video Presentation ideas to bring The House Down

Presentation is both an art and science. Get the balance right, and you have the audience eating out of the palm of your hand. Here are some ideas to help you do just that.

Idea #1 - Tickle them with humor

Humor is a powerful learning tool.

According to studies by Physiology Org humor leads to learning because of it:

- Attracts and sustains attention. - Relieves tension and produces a relaxed atmosphere. - Enhances participation. - Increases retention and motivation. - Bonds the student and the teacher.

However, to reap all these benefits, the humor must be appropriate and on-topic. So spice up your presentation with a joke or two. The result? Your audience will laugh and learn.

Idea #2 - Use Relevant Examples

Effective presenters use timely, powerful illustrations.

The word illustration comes from the Latin term ‘illustration,’ which means illumination. So practical examples are like windows of your presentation. They let light in. They help people see or understand the material better.

Here are 5 questions to ask about your illustrations:

1. Are they relevant to the topic? 2. Are they suited to the audience? 3. Are they suited to the time limit? 4. Are they enlightening? 5. Are they well told?

Grab compelling examples from books, movies, TV shows, history, children, current events, and captivating real-life incidents. Use good illustrations ram your points home.

Idea #3 - Wield Questions like a Ninja

Questions are an integral part of learning.

Sharp questions aid learning. Plus, they keep listeners highly engaged.

Ask questions:

- At the beginning of your presentation to draw your audience in. - In the middle of the presentation to revive waning audience interest. - At the end of the talk, so the audience reflects on the material.

Also, allow the audience to ask questions. When your audience asks questions, they switch from passive spectators to active participants.

Idea #4 - Be Minimal

Have you ever sat through a presentation and felt:

- Dazed? - Confused? - Strained?

More than likely, the reason is the presenter drowned you in a blaze of inessential stuff. There was too much going on you couldn’t cope with.

Minimalism is removing all unnecessary material, leaving only the bare minimum needed to put your points across. It means using just enough text, visuals, scenes, or slides to make the point and no more. A minimal presentation is clean and uncluttered.

Simple yet intriguing. Plain but profound. Basic but punchy.

Most importantly, it makes learning easy and enjoyable.

Idea #5 - Connect emotionally with a story

Stories are speakers’ most powerful weapons. That’s because stories play a dual purpose –

- Engage intellectually - Connect Emotionally

And an emotional connection is key to bringing the house down with your presentation. Why?

An emotional connection:

- Endears you to your audience - Makes your presentation memorable - Inspires your audience to take action

By using a relevant story in your video presentation, you’ll ensure that your audience walks the entire journey with you from intro to outro.

6 PowerPoint Presentation tips to wow your audience

powerpoint presentation tips

No business video guide is complete without PowerPoint, the staple software for business presentations.

Here are 6 golden rules to help you nail your next PowerPoint presentation and leave your audience crying for more:

1. Keep Things Simple

Legendary artist Leonardo da Vinci once said something profound:

"Simplicity is the ultimate sophistication".

With the plethora of apps and templates at your disposal, you will be tempted to complicate things. Don’t. Keep things simple.

Simple design. Simple colors. Simple story.

People get swamped and confused by complicated stuff but easily absorb and appreciate straightforward material.

2. Good visual contrast

What use is your blockbuster presentation if the audience can’t see it?

You want people to enjoy your presentation, not endure it. If you use dark fonts on dark backgrounds or light fonts on light backgrounds, you’ll strain your audience’s eyes. They’ll struggle to see your lovely slides.

Classic black-on-white color contrast does just fine. You can use colors like red, blue, or yellow for headings and images. If you don’t like black and white, you can use other colors you prefer as long as the contrast of your combination is bold and strong.

3. Use a few words and animations

It’s easy to go overboard with fancy animations and a gushing stream of words. Only use as many words as it takes to get your point across and no more.

Too many words cause the audience to read rather than listen. Remember, your slides are there to compliment your talk, not substitute it. Also, a lot of words will fill up many slides that wear your audience down.

Ruthlessly cut out senseless animations that don’t add value to your talk.

4. Use excellent images

Images are to a presentation, what water is to fish. Without them, your presentation becomes bland. It lacks the needed fizz to keep your audience hooked. But only include relevant images.

Not only that. Above all, make sure all pictures are of high quality. Amateur-looking clip art causes the audience not to take you seriously.

Pro-tip: Get access to millions of stock assets and tailor-made templates with InVideo for business . Sign up for a free demo here . 

5. Smooth and fast transitions

While PowerPoint transitions can make your presentation engaging, don’t overdo them, especially the advanced ones. Not only do they quickly drain power on weaker machines, but they also distract the audience. Stick to simpler and faster transitions like wipe or slide.

6. Avoid overloading your slides

In presentations, less is more.

Having a lot going on your screen confuses and overwhelms listeners.

Cramming too much info into your slides is a big no-no. Clutter is your enemy. Strip your slides down to essential words and images. Your audience will love you for it and leave you with many takeaways.

Pro looking Video Presentations – No longer an option

With Industry 4.0 fast coming into its own, going digital is no longer an option for businesses and speakers.

And one of the most important communication mediums in the digital age is video. That’s why you can’t afford to ignore video any more. Whether you’re speaking before a live audience or seeking to disseminate information to a global audience, video presentations are the way to go.

Need a great tool to create stunning video presentations? Then make sure to schedule a demo and see just how much you can do with InVideo for business. 

Let’s create superb videos

What are Product Demos and How to Use Them Effectively: 6 Examples

10 min read

What are Product Demos and How to Use Them Effectively: 6 Examples cover

Product demos are a crucial part of the sales process. This is true whether you’re adopting a sales-led or product-led growth approach.

They allow businesses to showcase their products and demonstrate how the product can solve a prospective customer’s problems.

An effective demo can, thus, help you generate leads and close deals.

In this article, we discuss what a product demo is, why they’re important, and how you can create them. We also highlight 6 examples of successful SaaS demos.

  • A product demo is a video or interactive presentation that demonstrates a product’s features and benefits.
  • There are many different types of product demos in SaaS, but the most common ones are product demo videos, live product demos from a sales team, product tours, interactive demos, and pre-sign-up product demos.
  • When creating product demos, it is important to keep them interactive and tailored to the needs of the audience, demonstrate the product’s benefits , and end with a clear call to action.
  • To determine the type of product demo you need, you must consider your approach to growth marketing ( sales-led vs. product-led) , the complexity of your product, and your onboarding method (high or low touch).
  • An effective product demo can be the difference between a high-performing and a low-performing sales team. It increases your conversion rate which, in turn, boosts your revenue.
  • To create a product demo, you’ll first need to decide on the type of demo suitable for that step of the buyer’s journey .
  • Next, you’ll need to select a tool for creating the video, plan out your video script, and record.
  • You can find good examples of SaaS product demos in Grammarly’s dummy content editor, Airtable’s captivating 2-minute sales video, SurveyMonkey’s template library, and more.
  • To learn how Userpilot can help you deliver your product demonstration to the right audience at the right time, book a Userpilot demo today.

What is a product demo?

A product demo or product demonstration is a presentation that demonstrates the value, benefits, and uses of your product or software. Its main objective is to showcase your product’s features and capabilities and position it as an effective solution for your prospective customer.

Types of product demos in SaaS

The primary purpose of a product demonstration is to show value and educate users.

However, there are different product demo types in SaaS, each with its unique purpose. Some of the most common types include:

Product demo videos

A product demo video is a video that demonstrates how a product works and highlights its key features. It is used in the acquisition stage to help businesses educate potential customers about their products and close deals.

These video demonstrations often sit on websites and landing pages or are used in ads to showcase the product, capturing the potential customer’s attention and encouraging them to learn more about the product.

Good demo videos are engaging and easy to understand. They should also contain a clear call to action, such as signing up for a free trial or contacting you for more information.

Live product demos from a sales team

Unlike demo videos, live demonstrations from one of your sales reps are a lot more personal. They are a powerful way to engage a potential customer and show them how your product can solve their problems.

Live demos can be delivered in person, making it particularly useful for complex products. But they can also be delivered one-on-one via video conferencing or to multiple potential customers via webinars.

When properly executed, a live demo can be a great tool for generating leads.

They’re also powerful tools for showcasing how your product meets the customer’s needs and can help you close deals.

Product tours

A product tour is a pre-recorded demo video used to onboard new users. It is typically presented immediately after a user signs up to introduce them to the product’s key features and help them get started with it.

A wonderful addition to an onboarding toolkit, product tours help new users reach activation before they lose interest. They ensure that these new sign-ups know exactly how to extract value from your product.

These tours can be delivered in-app within the product or as a video tour. While in-app tours are more popular, video tours can be very helpful for more complex products with a lot of features.

Good product tours are concise, engaging, and specific to the target audience. When done correctly, they increase user engagement, eliminate friction in product and feature adoption, and reduce customer support costs.

Interactive demos

Interactive demos are a type of product demo that enables users to engage (interact) with the product while learning about it.

They are called “interactive” because customers experience the product’s value in real time as they click through the prompts. As a result, they are more engaging and immersive than your typical product demonstration.

An interactive demo, for example, may give you access to a demo account of the product with some dummy data. Using this demo data, users will experience firsthand how the product’s key functionalities work.

Interactive product demo

Note, though, that these are different from interactive product tours. Unlike product tours , which are designed for new users, interactive demos are sales and marketing materials used to show prospects the product’s potential.

Pre-sign-up product demonstration

A pre-sign-up product demo is a sales demo that’s presented to potential customers before they sign up for a free trial or purchase a product.

These are increasingly used in SaaS in place of product demo videos to generate leads and interest in a product. Much like a demo video, it can also be used to educate potential customers about a product’s features and benefits.

Pre-sign-up demos are often delivered as interactive, self-guided demos that allow prospective customers to explore the product independently.

Regardless of your chosen product demo type, ensure you keep it interactive and tailored to the needs of the audience. A good demo must also demonstrate your product’s benefits and end with a clear call to action.

Which type of product demo should you use?

Ultimately, your choice of a product demonstration type will depend on your type of SaaS business and your product. Let’s consider how some of these factors may affect your choice.

Sales-led vs. product-led growth

If you’ve taken a product-led approach to growth marketing, you already know that your product is your biggest marketing tool. As a result, product-led SaaS businesses are more likely to use interactive in-app product demos.

This is a no-brainer as interactive demos demonstrate the value of your product by getting the user to engage with it.

If, however, you’ve chosen the sales-led approach to growth marketing, you need a demo video that optimizes your sales process. This makes sales demo videos an ideal option as they make your marketing content more engaging.

High touch vs. low touch onboarding

The low-touch engagement model relies heavily on self-service content and knowledge base resources to help users navigate their customer journey.

For this model, you would need automated video demonstrations to enable customers to onboard themselves and solve their issues.

This is very different from the high-touch onboarding model, which relies on one-on-one assistance with actual humans. This model requires your sales team to personally engage prospective customers and guide them to success .

As a result, high-touch onboarding favors live video demos by a sales rep to ensure your high-ticket clients are well taken care of.

The complexity of your product

A final consideration before selecting a type of demo will be just how complex your product is. Complex products have a longer learning curve and require more thorough guidance to succeed.

Although a live demo might sound appealing here, as it allows you to handle each client personally and answer their questions, it isn’t. The complexity of the product can make this endeavor time-consuming. It may also be difficult for the client to remember everything you discuss.

On the other hand, you can record several product demo videos and add them to your resource center. This resource center will serve as an online learning platform for your users.

Users will, thus, be able to locate any video they need (when they need it) and revisit them as many times as they have to.

The impact of product demos on conversion rates

A great demo is a huge difference-maker when it comes to the success of your SaaS business.

As part of your sales process, a carefully crafted and well-executed demo can be the difference between a high-performing sales team and an underperforming one.

Think of it this way…

According to this extensive survey by David Skok and KBCM Technologies, the average SaaS company has an annual contract value (ACV) of approximately $21,000 and performs between 4 and 11 demos each week.

For most B2B companies, the demo close rate is somewhere between 20% and 50%.

Assuming you conduct 8 demos a week with a conversion rate of 20%, this will amount to ~$1.75 million in sales per year. At a 50% close rate, however, your total sales generated will amount to ~$4.37 million per year.

This is a potential loss of ~$2.62 million in sales due to an underperforming sales process. Thus, by simply using the right demo in your sales pitch, you can significantly shore up your close rate and boost your revenue.

How to create a product demo

Clearly, creating an effective product demo is no easy task. The process for creating a successful demo video that addresses users’ pain points can be divided into two main steps:

Decide which type to use at each step across the buyer’s journey

As earlier noted, there are certain factors you must consider before deciding on the best type of product demonstration for you. Similarly, you’ll need different demo types at different stages of the buyer’s journey.

At the awareness stage, the buyer is still in the discovery process. Here, you can use a short demo video to quickly introduce the potential customer to your product and its benefits in an engaging manner.

At the consideration stage, the buyer is beginning to compare products, so you need to show more depth. Webinars and live demos can help you show potential customers how your product can solve their specific problems.

Finally, at the decision stage, potential customers need a personalized demo that demonstrates exactly how your product can help them achieve their goals. This can be a live demo, a case study, or a targeted recorded demo.

Put simply, the buyer’s journey and your position in the sales cycle determine the ideal demo to move the prospective customer along the funnel.

Use a tool to create your own video

Next, it’s time to create your own video. Before you begin, though, you’ll need to decide on the best tool for your chosen demo format.

For example, if you want to pre-record a demo video and share it with prospective customers, you’ll need tools like Loom, Screencastify, or Camtasia to record your screen and edit your videos.

If, however, you’ve opted for a live demo instead, you’ll have to decide between tools like Zoom, Google Meet, Vimeo, and other live-streaming platforms.

Once you settle on a tool, take the time to plan out what you want to say. Keep in mind that a good product demo video should be short and to the point. It should also show (not tell) viewers how your product benefits them.

Most importantly, it should be engaging, with quality visuals and a good story. Go over your story a few times before you start recording, and make sure to edit for errors.

SaaS interactive demo examples

Let’s now consider some examples of SaaS companies that have incorporated interactive demos into their sales funnel.

Example 1: Loom

Loom abandoned the use of many sales reps in favor of the low-touch onboarding model. For this, Loom uses multiple in-app video demos to show new sign-ups how to complete different tasks.

The videos are bundled together in a resource library that appears immediately after sign-up. They address different use cases of the software and demonstrate how users can use them to address their pain points.

Loom's

Example 2: Airtable

Airtable’s product demonstration video is a classic in the SaaS space. In this brief 2-minute video, Airtable demonstrates several use cases, taking a broad approach that shows users how they benefit from the product.

To keep viewers engaged as the video progresses, the information Airtable shares becomes even more specific.

Airtable realizes that anyone who views the video for longer than a minute is most likely a qualified lead who wants to learn more. They treat them as such by sharing more specific tactics and features.

Example 3: Zendesk

Zendesk sets you up for success from the moment you view their landing page. One of two primary CTAs invites you to view a demo of the product, even before you sign up.

Once you accept the invite to view a demo, you’re taken through a minor onboarding survey to determine your use case for Zendesk. Then, you’re presented with an interactive tour environment with dummy data.

Depending on your profile and use case, you’ll find varying numbers of product tours, each addressing a unique feature of the Zendesk software.

Example 4: Salesforce

Salesforce designed an entire demo center full of product demo videos to help prospects understand what CRM is and how each of their products works.

The demo center uses a playlist of videos to demonstrate how Salesforce can help a sales team resolve some of their pain points.

Salesforce invites you to a demo center.

Example 5: SurveyMonkey

SurveyMonkey demos their product by showcasing survey templates across different categories on their website. You can explore each template by clicking on it to see what the survey experience will be like for users.

They also provide a screen selector area so you can view the survey on a PC, tablet, or mobile screen.

Example 6: Grammarly

Immediately after signing up for Grammarly, you’re transported to a demo content editor. The demo editor contains content riddled with errors, with Grammarly immediately highlighting the errors and offering corrections.

Not only does this demonstrate Grammarly’s uses, but it also shows the new user how to get the best out of it.

Product demo videos may require a bit of work and careful planning to create. Once they’re live, though, they’re an effective marketing tool that can supercharge your sales pitch.

Once you’ve prepared your product demo, Userpilot helps you deliver it in-app at the time and place of your choosing. Book a Userpilot demo to learn more.

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how to create a demo presentation

Create Demo Video Presentation

David Wilson

Topic: Create Demo Video Presentation

Keywords: create demo video presentation, presentation demo video, record a PowerPoint presentation demo video

Description: Are you looking for the best way to introduce a new product? Learn how to create a demo video presentation to do it right.

Part of selling a product is demonstrating how it works and since you can’t go into every one of your customer’s homes to show them how to use the product. The next best thing is a demo video presentation. This is a video that you record of yourself or someone else demonstrating how the product is used.

As you can probably guess, the success of the product will depend on how successful the product demo is. This is true for most products, but most especially for products that are new to the market and have unique functionality. Here, we will share with you how you can create a successful demo video presentation, one that will guarantee the success of your marketing campaign.

  • Part 1. Things to Prepare for the Product Demo Video
  • Part 2. How to Create a Product Demo Presentation Video

Part 1 Things to Prepare for the Product Demo Video

Rather than jump right into recording your product demo video, there are some things that you should keep in mind. The following are the preparation steps to take;

Prepare for the Product Demo Video

1. Identify the Goal

Before you can even start creating the video, you will want to determine exactly what the video is trying to achieve. Are you trying to sell the product? Do you want to educate your audience about the product? Or is the video simply for brand awareness. You must also think about the action you hope the viewer will take after watching the video. Doing this will make it easier for you to create a strategy for the video and come up with the most important aspect of the video; the script.

2. Identify Your Audience

Now that you know what the video will be talking about, it is time to determine who you will be talking to. Have you interacted with this audience before or are they a completely new market that you are trying to reach? Are you introducing the audience to a completely new product? Has the audience heard of you before?

You will also need to determine a number of other aspects about your audience including how long they are likely to watch the video and are they ready and willing to purchase the video.

3. Determine Your Presentation Strategy

Presentation Strategy

The next step in creating your product demo video is to determine the strategy you will use. This involves the structure and delivery of the video content. Will the video contain plain text? Or will you include visuals and text.

The structure of the videos is very important particularly if you will be contracting the video creation to a creative agency or videographer. When you are clear on what you want the video to look like, you will be in a better position to explain the strategy to the agency making the video.

Even if you will be choosing to create the video yourself, it is still very important to determine the structure of the video in advance. This will also help you to choose the best video recording tool that you need for your selected structure and with a structure in mind, you can save a lot of trial-and-error issues when creating the video.

4. Write a Script

Write a Script

This is perhaps the most important aspect of your demo video. The script determines the overall message of the video as well as the tone and pace at which the message is delivered. Creating a script can be the most challenging aspect of the planning process only because most people are unaware of the message, they want the video to deliver.

Therefore, it makes sense to start by bring very clear on the purpose of the video and the audience. Fortunately, we have already discussed both aspects above. The next thing you want to do is come up with a project brief; a general idea of what you will be saying.

Once this general ideal is clear to you, you will want to move on to the outline. Once you have a rough skeleton in the form of an outline, go through each section, adding content as needed. One trick that writers employ is to complete the script in one sitting and then step away from it for a few days. When you come back to the script a few days later, you will see any mistakes more clearly and even have additional ideas that can turn the script into a masterpiece.

5. Create a Plan

With the script complete, the only thing left is to record your video. But before we share with you the best tool you can use to record the video and how to use it, there is one aspect of the process that still needs addressing. You will need to think about how you will be sharing the video with your audience.

This is the marketing plan and it is important as it will determine exactly what you do with the video once the recording process is complete. Will you be uploading the video to YouTube? Or will you upload it to a private server? You must also decide the landing pages and email campaigns that you will need to create to distribute the video.

Will the video be freely accessible or is it part of a subscription that the audience have to pay for? This will help you decide if you would like to include the video in a blog post, an email blast or you want to share it as part of a webinar.

Part 2 How to Create a Product Demo Presentation Video

Once you have dotted all your I’s and crossed all your t’s, you are ready to begin recording your product demo presentation video. The only decision left to make is the recording tool you are going to use. One of the best video recording tools you can use it Wondershare DemoCreator . This program is ideal because it can capture the screen, webcam and audio at the same time.

It is available for both Windows and Mac and it is very easy to use. It also comes with a built-in editor that you can use to ensure the production is of professional-quality. Here’s how you can use it for both Windows and Mac operating systems;

1. Record a Product Demo on Windows using DemoCreator

Step 1: Install the Program and Configure the Settings

Download and install DemoCreator on to your computer. After installation, run the program and then click “Capture” in the next window to begin the process.

In the next window, you will see a number of settings that you can configure according to your needs.

The “Screen” section is the most important in this sense as it will allow you to choose if you want to record the whole screen or a customized section of the screen.

The “Audio” section is also important if you want to capture the sound of the streaming video that you want to record. If you would like to add your own voice to the recording, you can set the “Microphone” option to “Capture.”

The “Camera” tab is only important if you want to capture webcam footage as well.

Step 2: Start the Recording

When all your settings are as you need them to be, click on “Start Capturing” to begin the recording. You can also use the “F10” hotkey to begin the recording.

You will see a 3-second countdown appear on the screen, after which DemoCreator will begin recording both the screen both the webcam and the screen at the same time.

During the recording, you can press the “F9” key to pause or resume the recording as required.

When you’re ready to end the recording, press the “F10” key again to finish the recording.

2. Record a Product Demo on Mac using DemoCreator

Step 1: Download the Program

The first thing you need to do is download the program on to your Mac. Just go to the DemoCreator main website to get the download link and follow the instructions to install the program.

Step 2: Customize the Recording Area

Once the program is installed on the computer, run it and then select “New Recording” to start the new recording.

You can then select the recording area by dragging the border or choosing a target window. By default, the program will record the entire screen. You can change the region by dragging or choosing a customized region by clicking on the drop-down arrow next to “Full Screen” under “Recording Area.”

Step 3: Select the Input Device

The next setting you need to consider is choosing the input devices you would like to use, including microphone and camera.

By default, DemoCreator will use the Mac’s built-in microphone and the FaceTime HD Camera. If you would like to use an external microphone that is connected to the computer, select it from the drop-down menu next to “Recording Device.”

If you would like to add webcam footage to the recording, select “Camera On” in the camera section below “Recording Device.”

Step 4: Start/Stop Recording

When all the settings are just as desired and you are ready to begin the recording, click on “Start Capturing” or use “Shift + CMD + 2” shortcut.

You should see a 3-second count down before the recording starts. Use the same commands to end the recording.

Please note that you can then open the recording in DemoCreator to edit it. The program also allows you to share the video directly from the program to YouTube, although you can save the video to your computer as well.

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COMMENTS

  1. How To Prepare a Great Software Demo Presentation in 2024 ...

    A software demo or demonstration is a visual walkthrough of the software. Sales reps, solution engineers, and AEs heavily depend on product demos to show the product in action to their customers to engage, attract, and persuade them. A software product demonstration includes a complete rundown of its features, selling points, and how it solves ...

  2. Prepare a Great Software Demo Presentation

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  3. Demo Presentation Template

    Whether you're creating an app demo or prototype presentation, this customizable template can suit your needs. Edit, refine, and polish the order, layout, visuals, and structure of your Demo Presentation Template to suit your business and what it offers. Step 3: Brainstorm ideas and collaborate. With Miro's presentation mode, you can ...

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    One the first desktop, I keep my PowerPoint presentation in full screen open, and with CONTROL + WINDOWS + ARROW RIGHT/LEFT, I can switch to other desktops where I, for example, already have my demos ready. You can create new Virtual Desktops by pressing WINDOWS + TAB.

  5. 10 Tips to Ace Your Next Demo Presentation

    To help you pull off a great product demo, we've compiled a list of some essential tips to keep in mind. 1. Knit a Story Around Your Product. When it comes to demos, storytelling is one of the best ways to intrigue the audience and capture their attention in the blink of an eye. Weaving a compelling narrative around your product is crucial to ...

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    1. Prepare a script. Start off by preparing a presentation outline or script that follows a logical flow. Keep each section short, precise and easy to understand. If possible, try to work in bold statements, humor or simple tweet-able soundbites to really capture the audience's attention. 2. Practice and rehearse.

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    Halfway through your prep for how to demo a product, double-check your technical setup. Make sure all your equipment works and that you're comfortable using it. Avoiding technical hiccups keeps the attention on your product and your message. In the final stages of preparation, focus on streamlining your presentation.

  8. 5 Best Practices to Create Software Demo Videos That Win More ...

    Here are some best practices for creating product demo videos that resonate with buyers and win more prospects. 1. Use multiple demo videos to close a deal. There are different types of demo videos that you can create. You will need a diverse range of demo videos throughout sales- and marketing-related interactions to maximize engagement and ...

  9. Must-Have Demo Presentation Templates with Examples and Samples

    Template 2: Checklist for Enterprise Software Demo. This template is your go-to tool for curating a flawless presentation of enterprise software solutions. It ensures that every critical aspect is addressed during the demonstration, such as- the analysis of business opportunities that require strategic planning.

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    Adjust the audio and webcam. The next step is to adjust your audio and your webcam through audio and webcam settings. Wondershare DemoCreator lets you choose the kind of webcam recording you wish to make. If you hover your mouse cursor over the "WebCam" option, you will see a few of the options available to you.

  11. How to Create A Product Demo [Complete Guide]

    Here is the 6 step instruction to create a Product demo: Build a winning product tour with Storylane. Join for free today. 1. Identify the goal. When you're creating your product demo, you want to understand what kind of impact you want to make on your viewers.

  12. The Guide to writing a Winning Demo Script that Converts

    A demo script is a written guide used during a demo presentation to outline the narrative of the visuals being presented. It prompts: What your main messaging should be. Customer pain points, solutions, and product benefits. Chronology of visuals. that are to be covered during the demo presentation.

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  16. 23 Presentation examples that work

    Prezi presentation examples. If you haven't come across Prezi, it's a great alternative at using static slides. Seat somewhere between pictures the a video presentation, it allows you to import other content and add motion to create a more engaging viewer experience. 7. Red Bull event recap.

  17. How to Make an Eye-catching Video Presentation in Minutes

    Step 1: On the File menu, select Save to make sure you have saved all your recent work in PowerPoint presentation format (.pptx). Step 2: On the File menu, select Save As. Step 3: Select the folder location where you want to store your PowerPoint Show file. Step 4: In the Save as type box, choose PowerPoint Show (*.ppsx).

  18. What are Product Demos and How to Use Them Effectively: 6 Examples

    An effective demo can, thus, help you generate leads and close deals. In this article, we discuss what a product demo is, why they're important, and how you can create them. We also highlight 6 examples of successful SaaS demos. TL;DR. A product demo is a video or interactive presentation that demonstrates a product's features and benefits.

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    2. Rehearse Your Demo. Practice reciting your script out loud until you feel comfortable because you won't be reading it directly during your presentation. You don't need to remember your script word for word, but you do need to be familiar with it well enough to be able to discuss each subject in a casual manner.

  21. 16 Best Product Demo Examples That You Need to Copy

    A product demo or a product demonstration is a presentation of what your product is and how it mainly works. The product demo will be the first impression of your product. Therefore, the demo plays as the opening speech and determines how many of the listeners will sleep. ... Which means you can use Soapbox itself to create demo videos. While ...

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    2. Record a Product Demo on Mac using DemoCreator. Step 1: Download the Program. The first thing you need to do is download the program on to your Mac. Just go to the DemoCreator main website to get the download link and follow the instructions to install the program. Step 2: Customize the Recording Area.