/
Delivering a Highly Effective ECM Demo in 10 Minutes Delivering a Highly Effective ECM Demo in 10 Minutes

Delivering a Highly Effective ECM Demo in 10 Minutes - PowerPoint Presentation

ellena-manuel
ellena-manuel . @ellena-manuel
Follow
345 views
Uploaded On 2018-10-30

Delivering a Highly Effective ECM Demo in 10 Minutes - PPT Presentation

Michael Frattini Vice President Channel Sales What makes any demo great The goal of a 10 minute demo Must show features for any demo Importance of your talk track Talking points vs showing points ID: 702670

minutes demo outline great demo minutes great outline full minute capture ten effective workflow search level xchange data features

Share:

Link:

Embed:

Download Presentation from below link

Download Presentation The PPT/PDF document "Delivering a Highly Effective ECM Demo i..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.


Presentation Transcript

Slide1

Delivering a Highly Effective ECM Demo in 10 Minutes

Michael Frattini

Vice President, Channel SalesSlide2

What makes any demo great?The goal of a 10 minute demoMust show features for any demo

Importance of your talk track

Talking points vs showing pointsControlling the paceQ&A

2

AgendaSlide3

What Makes Any Demo Great?

3Slide4

Simplification

4

What Makes Any Demo Great?Slide5

Customization

5

What Makes Any Demo Great?Slide6

Preparation

6

What Makes Any Demo Great?Slide7

Logical Flow

7

What Makes Any Demo Great?Slide8

Ideal demo length?

8Slide9

60 Minutes:

45 Minutes + Q&A

9

The Ideal DemoSlide10

When is a ten minute demo effective?

10Slide11

Qualification – is this what they’re looking for?Appeasing someone that won’t commit 60 minutes for a full demo

Giving the prospect a quick visual

Follow up presentationsLunch and learns, webinars and other mass audience eventsTraining new sales staff on key features

11

When is a ten minute demo effective?Slide12

How do we get from 60 to 10?

12Slide13

13

How do we get to 10 minutes?Slide14

How do we REALLY

get to ten minutes?

14Slide15

Streamline our full demo

15

How do we

REALLY get to 10 minutes?Slide16

What does a full demo outline look like?

16Slide17

CaptureIndexSearch and RetrieveEdit/Output

Workflow

17

Demo OutlineSlide18

Flow is consistent with usage

18

Demo OutlineSlide19

Let’s get a bit more specific

19

Demo OutlineSlide20

ScanningImportingDrag and DropEmail Capture

Capture Workflow

20

CaptureSlide21

Hint: TWAIN Importer

21Slide22

KeyFreeZonal OCRBarcode Recognition

File Name Import

Email PropertiesData XChange

22

IndexingSlide23

Default Browse SearchCustom

Field Search

Date rangeBoolean And/OrContent

SearchImage XChange

23

Search and RetrievalSlide24

AnnotationsDocument launchRevision control

Email out

PrintExport data and documentsExport data to Excel

24

Edit and OutputSlide25

Single level approvalMulti-level approvalLAN client view tabs for visibility

Web based queues

Escalation eventsDate or time thresholdsDollar exceptionsAudit Trail

25

WorkflowSlide26

Demo Run Through

26Slide27

Questions?

27