Delivering a Highly Effective ECM Demo in 10 Minutes

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Presentation transcript:

Delivering a Highly Effective ECM Demo in 10 Minutes Michael Frattini Vice President, Channel Sales

What Makes Any Demo Great?

What Makes Any Demo Great? Simplification

What Makes Any Demo Great? Customization

What Makes Any Demo Great? Preparation

What Makes Any Demo Great? Logical Flow

Ideal demo length?

The Ideal Demo 60 Minutes: 45 Minutes + Q&A

When is a ten minute demo effective?

When is a ten minute demo effective? 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 presentations Lunch and learns, webinars and other mass audience events Training new sales staff on key features

How do we get from 60 to 10?

How do we get to 10 minutes?

How do we REALLY get to ten minutes?

How do we REALLY get to 10 minutes? Streamline our full demo

What does a full demo outline look like?

Demo Outline Capture Index Search and Retrieve Edit/Output Workflow

Flow is consistent with usage Demo Outline Flow is consistent with usage

Let’s get a bit more specific Demo Outline Let’s get a bit more specific

Scanning Importing Drag and Drop Email Capture Capture Workflow

Hint: TWAIN Importer

KeyFree Zonal OCR Barcode Recognition File Name Import Indexing KeyFree Zonal OCR Barcode Recognition File Name Import Email Properties Data XChange

Default Browse Search Custom Field Search Content Search Image XChange Search and Retrieval Default Browse Search Custom Field Search Date range Boolean And/Or Content Search Image XChange

Export data and documents Export data to Excel Edit and Output Annotations Document launch Revision control Email out Print Export data and documents Export data to Excel

LAN client view tabs for visibility Web based queues Escalation events Workflow Single level approval Multi-level approval LAN client view tabs for visibility Web based queues Escalation events Date or time thresholds Dollar exceptions Audit Trail

Demo Run Through

Questions?