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

2. What Makes Any Demo Great?

3. What Makes Any Demo Great?
Simplification

4. What Makes Any Demo Great?
Customization

5. What Makes Any Demo Great?
Preparation

6. What Makes Any Demo Great?
Logical Flow

7. Ideal demo length?

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

9. When is a ten minute demo effective?

10. 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

11. How do we get from 60 to 10?

12. How do we get to 10 minutes?

13. How do we REALLY get to ten minutes?

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

15. What does a full demo outline look like?

16. Demo Outline
Capture
Index
Search and Retrieve
Edit/Output
Workflow

17. Flow is consistent with usage
Demo Outline
Flow is consistent with usage

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

19. Scanning Importing Drag and Drop Email Capture Capture Workflow

20. Hint: TWAIN Importer

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

22. 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

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

24. 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

25. Demo Run Through

26. Questions?