SaaS Product Demos Do’s and Don’ts: Engaging Prospects the Right Way

SaaS Product Demos Do’s and Don’ts: Engaging Prospects the Right Way

SaaS Product Demos Do’s and Don’ts: Engaging Prospects the Right Way

Running a SaaS product demo is a craft. Do it right, and you win a customer; do it wrong, and you can lose them in minutes. Here’s a quick-reference breakdown of the key do’s and don’ts to help you nail your demos. Follow these tips to ensure your presentations are engaging, clear, and conversion-friendly.

Running a SaaS product demo is a craft. Do it right, and you win a customer; do it wrong, and you can lose them in minutes. Here’s a quick-reference breakdown of the key do’s and don’ts to help you nail your demos. Follow these tips to ensure your presentations are engaging, clear, and conversion-friendly.

Image courtesy of Charlesdeluvio via Unsplash

Do’s for Effective SaaS Demos

Do’s for Effective SaaS Demos


  • Do Research and Personalize: Know who you’re demoing to. Tailor your demo content to the prospect’s industry, role, and pain points. A one-size-fits-all demo is far less effective than one that feels custom-fit to the viewer’s needs. For example, if you’re presenting to a marketing manager, focus on features that help with campaign performance, not just generic admin settings.


  • Do Start with a Strong Hook: Grab attention early by stating the problem you solve or a compelling statistic. Then immediately show an exciting glimpse of your solution. An opening that connects with a real customer pain point will keep the audience interested. For instance, “Companies like yours often struggle with X – let’s see how [Product] solves that in seconds.” This frames the rest of your demo around delivering value.

  • Do Emphasize Benefits Over Features: Always tie features back to benefits. Clearly explain how each feature helps the customer. If your software automates a task, mention the time or effort it saves (e.g. “This feature will save your team about 5 hours a week on reporting”). Focusing on benefits keeps the audience engaged because they see the relevance to their challenges.

  • Do Keep It Interactive: Encourage dialogue during live demos. Pause to ask questions like “Does this reflect your current process?” or invite the prospect to choose what they’d like to see next. If the setting allows, incorporate interactive elements – for example, live polls or a quick quiz if it’s a group webinar. Interaction prevents the demo from feeling like a monologue and keeps viewers actively involved.

  • Do Watch the Clock: Respect the scheduled time and the attendee’s time. Aim to cover your key points within the first 15–20 minutes if possible, and leave room for questions. It’s better to have a concise, impactful demo than a long, draining one. If you have a lot more to showcase, you can always offer a deeper follow-up session rather than trying to cram everything in one call.

  • Do End with a Clear Next Step: Conclude every demo by telling the prospect what comes next. It might be as simple as asking “Would you like to start a free trial?” or “I’ll follow up with a custom proposal for your team.” A strong call-to-action ensures the momentum continues after the demo.


  • Do Research and Personalize: Know who you’re demoing to. Tailor your demo content to the prospect’s industry, role, and pain points. A one-size-fits-all demo is far less effective than one that feels custom-fit to the viewer’s needs. For example, if you’re presenting to a marketing manager, focus on features that help with campaign performance, not just generic admin settings.


  • Do Start with a Strong Hook: Grab attention early by stating the problem you solve or a compelling statistic. Then immediately show an exciting glimpse of your solution. An opening that connects with a real customer pain point will keep the audience interested. For instance, “Companies like yours often struggle with X – let’s see how [Product] solves that in seconds.” This frames the rest of your demo around delivering value.

  • Do Emphasize Benefits Over Features: Always tie features back to benefits. Clearly explain how each feature helps the customer. If your software automates a task, mention the time or effort it saves (e.g. “This feature will save your team about 5 hours a week on reporting”). Focusing on benefits keeps the audience engaged because they see the relevance to their challenges.

  • Do Keep It Interactive: Encourage dialogue during live demos. Pause to ask questions like “Does this reflect your current process?” or invite the prospect to choose what they’d like to see next. If the setting allows, incorporate interactive elements – for example, live polls or a quick quiz if it’s a group webinar. Interaction prevents the demo from feeling like a monologue and keeps viewers actively involved.

  • Do Watch the Clock: Respect the scheduled time and the attendee’s time. Aim to cover your key points within the first 15–20 minutes if possible, and leave room for questions. It’s better to have a concise, impactful demo than a long, draining one. If you have a lot more to showcase, you can always offer a deeper follow-up session rather than trying to cram everything in one call.

  • Do End with a Clear Next Step: Conclude every demo by telling the prospect what comes next. It might be as simple as asking “Would you like to start a free trial?” or “I’ll follow up with a custom proposal for your team.” A strong call-to-action ensures the momentum continues after the demo.

Don’ts for SaaS Demos

Don’ts for SaaS Demos


  • Don’t Overwhelm with Features: Avoid the temptation to show every feature your product offers. Bombarding viewers with an exhaustive feature dump can dilute the core message. Prospects don’t need a tour of the entire interface – they need to see the parts that solve their problems. Stick to the highlights that matter most for this audience (quality over quantity).

  • Don’t Use Jargon or Vague Language: Using overly technical terms, internal jargon, or marketing buzzwords can confuse or alienate your audience. Speak in plain language and explain concepts in a way a newcomer could understand. For example, instead of saying “Our solution leverages NLP and ML algorithms,” you might say “Our solution can understand text and learn patterns, so it will get smarter at sorting your emails over time.” Clarity trumps impressing them with vocabulary.

  • Don’t Ignore Your Audience’s Cues: Pay attention to the prospect’s body language and interjections (in person or on a video call). If they look lost or you hear silence for too long, don’t just plow ahead. Pause and ask if they have questions or need clarification. A demo is meant to be for them, not a script you must get through no matter what. Also, if they show excitement or interest in a particular feature, take a moment to elaborate on it or let them interact, rather than rigidly moving to the next item.

  • Don’t Dismiss Questions or Objections: When a prospect raises a concern (“I’m not sure if this would integrate with our current system…”), never brush it aside or say “we’ll get to that later” and forget it. Address it earnestly and, if possible, demonstrate the solution right away. For instance, you can quickly show the integration menu or explain how your API works. Handling objections smoothly and respectfully builds trust. If you truly need to check something and get back to them, acknowledge it and promise a follow-up – but never make the person feel wrong for asking.

  • Don’t Run a One-Way Demo: Especially in remote webinars or pre-recorded demos, it’s easy to fall into a trap of talking at the audience nonstop. This can be a major engagement killer. Don’t forget to involve the audience – ask rhetorical questions (“Imagine you could do X in two clicks – let me show you how”), use the person’s name if it’s a 1:1 demo, or incorporate any interactive platform features available. A monotonous lecture will lose people’s attention quickly.

  • Don’t Forget to Follow Up: Failing to follow up after a demo is a common mistake. The demo might have gone great, but if you vanish afterward, the prospect might lose momentum or feel less important. Always send a follow-up email or call, ideally the same day or next, to thank them for their time and provide any additional info discussed. This shows professionalism and keeps the conversation going while interest is high.


  • Don’t Overwhelm with Features: Avoid the temptation to show every feature your product offers. Bombarding viewers with an exhaustive feature dump can dilute the core message. Prospects don’t need a tour of the entire interface – they need to see the parts that solve their problems. Stick to the highlights that matter most for this audience (quality over quantity).

  • Don’t Use Jargon or Vague Language: Using overly technical terms, internal jargon, or marketing buzzwords can confuse or alienate your audience. Speak in plain language and explain concepts in a way a newcomer could understand. For example, instead of saying “Our solution leverages NLP and ML algorithms,” you might say “Our solution can understand text and learn patterns, so it will get smarter at sorting your emails over time.” Clarity trumps impressing them with vocabulary.

  • Don’t Ignore Your Audience’s Cues: Pay attention to the prospect’s body language and interjections (in person or on a video call). If they look lost or you hear silence for too long, don’t just plow ahead. Pause and ask if they have questions or need clarification. A demo is meant to be for them, not a script you must get through no matter what. Also, if they show excitement or interest in a particular feature, take a moment to elaborate on it or let them interact, rather than rigidly moving to the next item.

  • Don’t Dismiss Questions or Objections: When a prospect raises a concern (“I’m not sure if this would integrate with our current system…”), never brush it aside or say “we’ll get to that later” and forget it. Address it earnestly and, if possible, demonstrate the solution right away. For instance, you can quickly show the integration menu or explain how your API works. Handling objections smoothly and respectfully builds trust. If you truly need to check something and get back to them, acknowledge it and promise a follow-up – but never make the person feel wrong for asking.

  • Don’t Run a One-Way Demo: Especially in remote webinars or pre-recorded demos, it’s easy to fall into a trap of talking at the audience nonstop. This can be a major engagement killer. Don’t forget to involve the audience – ask rhetorical questions (“Imagine you could do X in two clicks – let me show you how”), use the person’s name if it’s a 1:1 demo, or incorporate any interactive platform features available. A monotonous lecture will lose people’s attention quickly.

  • Don’t Forget to Follow Up: Failing to follow up after a demo is a common mistake. The demo might have gone great, but if you vanish afterward, the prospect might lose momentum or feel less important. Always send a follow-up email or call, ideally the same day or next, to thank them for their time and provide any additional info discussed. This shows professionalism and keeps the conversation going while interest is high.

How Peel Helps with SaaS Product Demos

How Peel Helps with SaaS Product Demos

Peel is an AI-driven solution that can help you execute on these do’s and avoid the don’ts. Here’s how it aligns with demo best practices:

  • Personalized, On-Demand Demos: Peel’s conversational voice agents allow prospects to engage in a guided product demo whenever it’s convenient for them. This means you won’t overwhelm users with irrelevant info – each experience can be tailored. The agent can ask a few questions at the start (like the prospect’s role or goal) and then adjust the demo to focus on relevant features, ensuring a personalized tour that avoids the one-size-fits-all pitfall.

  • Consistent Messaging (No Jargon): With Peel’s AI-Powered Script Agent generating your demo scripts, you can ensure clear, jargon-free language. The AI uses your company’s knowledge base and goals to draft conversational explanations of features. This consistency means your whole team will deliver demos that hit the key benefits every time, without drifting into overly technical monologues.

  • Interactive Q&A Handling: Peel’s interactive agent can handle common questions in real-time or flag them for a human to follow up. It’s designed to engage in two-way conversation, so it naturally pauses to check if the prospect has questions or wants to see something again – embodying the interactive “do” and preventing the one-way “don’t.” If an objection comes up that the AI can’t handle, it will note it so your sales team can address it in a follow-up, ensuring nothing falls through the cracks.

  • Post-Demo Follow-Up: Peel can automatically initiate a follow-up sequence after a demo interaction. For example, if a prospect completes an AI-guided demo, Peel can send a thank-you email or even schedule a live sales call via integration with your calendar system. This automation means you never forget to follow up promptly, and every prospect receives a courteous next step.

By using Peel, you effectively have a co-pilot for your demos that reinforces best practices – personalizing the experience, engaging the prospect with questions, and providing clear, benefit-focused narration. It’s like having your best sales engineer available 24/7, making sure each demo is done right, every time.

Peel is an AI-driven solution that can help you execute on these do’s and avoid the don’ts. Here’s how it aligns with demo best practices:

  • Personalized, On-Demand Demos: Peel’s conversational voice agents allow prospects to engage in a guided product demo whenever it’s convenient for them. This means you won’t overwhelm users with irrelevant info – each experience can be tailored. The agent can ask a few questions at the start (like the prospect’s role or goal) and then adjust the demo to focus on relevant features, ensuring a personalized tour that avoids the one-size-fits-all pitfall.

  • Consistent Messaging (No Jargon): With Peel’s AI-Powered Script Agent generating your demo scripts, you can ensure clear, jargon-free language. The AI uses your company’s knowledge base and goals to draft conversational explanations of features. This consistency means your whole team will deliver demos that hit the key benefits every time, without drifting into overly technical monologues.

  • Interactive Q&A Handling: Peel’s interactive agent can handle common questions in real-time or flag them for a human to follow up. It’s designed to engage in two-way conversation, so it naturally pauses to check if the prospect has questions or wants to see something again – embodying the interactive “do” and preventing the one-way “don’t.” If an objection comes up that the AI can’t handle, it will note it so your sales team can address it in a follow-up, ensuring nothing falls through the cracks.

  • Post-Demo Follow-Up: Peel can automatically initiate a follow-up sequence after a demo interaction. For example, if a prospect completes an AI-guided demo, Peel can send a thank-you email or even schedule a live sales call via integration with your calendar system. This automation means you never forget to follow up promptly, and every prospect receives a courteous next step.

By using Peel, you effectively have a co-pilot for your demos that reinforces best practices – personalizing the experience, engaging the prospect with questions, and providing clear, benefit-focused narration. It’s like having your best sales engineer available 24/7, making sure each demo is done right, every time.

Jan 26, 2024

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Active studies

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Invitations sent

3456

Participants

340


Insights gathered

48

Dashboard

Information about your current plan and usage

Wednesday, 17 May 2024

10:30 AM

1k

5k

9k

3k

7k

12:30 AM

11:30 AM

01:30 PM

02:30 PM

03:30 PM

Insights

7546

Insight count in the past 30 days

Insights

Jeff Sussex

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

Nether Stone

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

Vector Sam

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

James Anderson

“Common Amazon Seller Pain Points:

1.High fees

2. Inventory management

3. PPC costs

4. Amazon support

5. Competition”

Integrations

Study invitations

Total Invitatitions sent: 1500

Completed

36%

Unfinished

38%

Unopened

25%

Incentives

May 2024

$400/$1,000

Gift card budget used

410/500

Activated Participants

7.5k/10k

Unclaimed gift cards

Gift Card budget

$1000/mo

Start saving time today

Engage Smarter with AI-Powered Conversations

Try Peel for free or schedule a personalized demo to see how it can streamline your customer interactions.

Active studies

21

Invitations sent

3456

Participants

340


Insights gathered

48

Dashboard

Information about your current plan and usage

Wednesday, 17 May 2024

10:30 AM

1k

5k

9k

3k

7k

12:30 AM

11:30 AM

01:30 PM

02:30 PM

03:30 PM

Insights

7546

Insight count in the past 30 days

Insights

Jeff Sussex

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

Nether Stone

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

Vector Sam

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

James Anderson

“Common Amazon Seller Pain Points:

1.High fees

2. Inventory management

3. PPC costs

4. Amazon support

5. Competition”

Integrations

Study invitations

Total Invitatitions sent: 1500

Completed

36%

Unfinished

38%

Unopened

25%

Incentives

May 2024

$400/$1,000

Gift card budget used

410/500

Activated Participants

7.5k/10k

Unclaimed gift cards

Gift Card budget

$1000/mo

Start saving time today

Transform Your Customer Conversations Today

Experience the power of AI-driven conversations with a free trial

Active studies

21

Invitations sent

3456

Participants

340


Insights gathered

48

Dashboard

Information about your current plan and usage

Wednesday, 17 May 2024

10:30 AM

1k

5k

9k

3k

7k

12:30 AM

11:30 AM

01:30 PM

02:30 PM

03:30 PM

Insights

7546

Insight count in the past 30 days

Insights

Jeff Sussex

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

Nether Stone

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

Vector Sam

Called “Books-API” with the JavaScript webhook and commented.

“Books-API was readily available with proper documentation and reliability of a proper API. It was just a webhook away from application.”

James Anderson

“Common Amazon Seller Pain Points:

1.High fees

2. Inventory management

3. PPC costs

4. Amazon support

5. Competition”

Integrations

Study invitations

Total Invitatitions sent: 1500

Completed

36%

Unfinished

38%

Unopened

25%

Incentives

May 2024

$400/$1,000

Gift card budget used

410/500

Activated Participants

7.5k/10k

Unclaimed gift cards

Gift Card budget

$1000/mo

2024 © ChatGems Inc. DBA Peel AI - Conversation Automation

2024 © ChatGems Inc. DBA Peel AI - Conversation Automation

2024 © ChatGems Inc. DBA Peel AI - Conversation Automation

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