Adapting to an increasingly remote sales environment challenges even the most experienced and adept sales professionals. Disjointed sales teams cause confusion and miscommunications that often lead to lost conversions.
Maybe you noticed that your sales presentations fall flat and fail to excite your buyers, causing them to drop out. Those lost conversions lead to overall frustration and poor conversion rates, significantly impacting the bottom line.
You need a project management tool to unite everyone and deliver presentations that wow your buyers. Using the right collaboration and sales demo tools can boost buyer engagement, increasing conversion rates.
B2B buyers have several stakeholders involved in the decision-making process, so your entire team must convince them all. Addressing each party’s unique concerns and questions requires teamwork within your company.
Developing a sales pod represents one of the most successful approaches to establishing this level of teamwork. Sales pods pull together a team to handle a prospect, ensuring that all needs are met and every stakeholder addressed.
This approach creates a more cohesive customer experience by streamlining the sales funnel and making it easier to spot shortcomings and problems. Additional benefits to the sales pod approach include:
Building successful sales pods requires technological support, namely collaboration and sales demo tools. Effective sales pods have means to communicate openly, even from remote locations, and software to create engaging, interactive sales demos and presentations.
The first consideration when building teamwork in B2B sales involves bringing everyone on the same page, including sales and marketing teams, legal, and finance. Sales collaboration tools allow all teams to communicate openly to ensure they address every buyer concern.
As teams dial in from different locations and across multiple time zones, creating a functional collaborative environment can be tricky.
However, the right tools can overcome those project management challenges. For example, Slack allows teams to chat and share documents, images, and more. If you need something closer to a face-to-face, Zoom offers a viable option for people to set video calls that work for all parties.
You might be worried about juggling many platforms, but Forward simplifies things. Seamless integrations allow pulling all your sales collaboration tools together under one dashboard. Accessing everything from a centralised location supports a marketing team in boosting buyer engagement and converting more prospects.
Customer relationship management software (CRM) is one of the top collaboration tools sales teams require to collect and organise customer data. Fellow sales team members can notate client entries with key points from every encounter, providing insights into the buyer's wants or needs.
An appropriate CRM offers substantial support for B2B sales teams:
As noted previously, sales team collaboration with team members in other locations is a challenge to overcome for a successful sales pod. Choosing a platform that allows teams to chat in real-time, drop follow-ups and reminders, and share crucial information, like proposals, is necessary.
Look for platforms allowing team members to collaborate via chat and video conferencing in real time. Having some scheduling options is helpful so teams can set reminders and meetings. Some popular options that check all the boxes include Asana and Slack.
Moving to a virtual environment requires space to collect and organise sales materials, like proposals and contracts. Successful sales pods have centralised storage that’s accessible to every member team member and all buyer stakeholders. Having a central location makes it easier to keep tabs on everything and creates more transparency throughout the process.
Functional document management platforms should have:
Some popular platforms include Dropbox, Google Workspace, PandaDoc, and Microsoft Sharepoint.
Task management platforms, like ClickUp, Trello, and Airtable, provide teams with ways to keep tabs on each sales funnel stage. Having everything organised in a central location keeps deals on track by preventing missed follow-ups and critical dates. Useful platforms allow teams to:
Setting tasks management in a centralised dashboard provides better visibility throughout the pipeline. It’s the best way to hold individuals and teams accountable and ensure everyone is on the same page.
Setting your team up for seamless collaboration is only half of the solution to closing deals. Crafting a stellar sales demo is necessary to boost buyer engagement and convert prospects to paid customers.
Choosing the right sales demo tools can be a challenge because you need something comprehensive that offers:
To save you time, we’ve researched and narrowed the field to provide some of the top sales demo tools for B2B sales teams. Whatever your budget and technical expertise, there’s something on this list to help your team build more engaging presentations.
Canva is a popular, user-friendly choice for creating documents, branding, social media posts, and presentations. Since it’s so diverse, you can copy branding across multiple mediums so that your social, documents, videos, and presentations match.
Canva is ideal for entrepreneurs and small businesses that seek an affordable option with room to scale. Start with the free version and upgrade as you grow to access more options, like additional elements and templates.
To access more robust tools and options, like a content calendar, you might upgrade to Canva for Teams. This package offers larger teams the right collaboration tools for design and access to all platform elements.
Walnut’s sole focus is helping teams create and share interactive product demos. The platform promises extensive creative freedom and collaboration. Teams can also tap into analytics to track buyer engagement and refine demos to meet their needs.
Walnut is a solid option for mid-sized and established firms seeking to improve their demo game. The platform doesn’t offer a free trial or list pricing on the website, so it’s likely out of the budget for brands with limited budgets.
Demostack allows teams to collaborate on demos and deliver engaging presentations when and where your buyer needs them. There’s even an option to deliver live demos as needed.
Demostack is frequently listed as one of the easiest interactive demo tools to use. However, the price tag might be steep for startups and entrepreneurs. A demo allows you to test some of the key features before committing.
Storylane is one of the few products backing its claims with analytics. The platform notes that its customers report double buyer engagement and a 30% increase in sales velocity. Storylane also cites several testimonials from existing customers as shared across social media.
Teams of any size can get a handle on their storytelling approach with Storylane. The platform makes it easy to develop personalised demos that highlight your top selling points and track buyer engagement.
Arcade might be one of the more original sales demo tools because of the gamification feature. Aside from building engaging, interactive product demos, teams can motivate sellers to reach goals with custom incentives.
Companies needing help inspiring and motivating sales teams might consider Arcade. It encourages reps to pursue sales, boost sales pipeline visibility, and track progress at every stage. Create interactive demos with an added feature for sales teams to compete internally.
Navattic provides teams with the opportunity to craft interactive product demos while empowering them to succeed. The platform integrates with top sales tools, encourages sales enablement, and helps teams track engagement with their demos.
Navattic caters to larger firms and enterprise-level teams that have at least 100 employees contributing to product demos. Smaller teams can reach out to the sales team for potential partnering, but you have to meet certain parameters to qualify as a startup.
Sales pods represent the goal for successful teams regarding collaborative tools and buyer engagement. Cross-team collaboration at every sales funnel stage boosts buyer engagement and increases conversion rates.
Choosing the right communication and sales demo tools is necessary for providing teams with the resources they need to succeed. Forward’s Digital Sales Room creates the ultimate collaborative environment for any sales team by providing:
Create a cohesive sales pod to boost buyer engagement and drive joint success with Forward’s powerful digital sales room. Try Forward for free and see how it can revolutionise your sales process.