Interest Levels

Interest Level demos

We highly recommend leveraging Interest Level demos across your sales teams to gain valuable insights into prospect interests and create a better, more relevant experience for your buyers. Interest level demos help create a better buying experience for both buyers and sellers:

For buyers: Relevant content

Buyers benefit from Interest demos by receiving a tailored experience that highlights the most relevant features for their specific needs.

For sellers: Interests insight

One of the most valuable insights you can gain from interactive demos is understanding the level of interest prospects have in different features. Sales reps can use this insight to tailor their live demos and highlight the most relevant features for each prospect.

Building an Interest Level Demo

Follow these steps to create an Interest Level demo that your sales team can share for discovery:
1

Create an Interest Demo

On the Product Demo page, select + Create new. For Start by select Generating interest demo. We recommend using Interest levels forms for sales use cases to collect the level of interest a prospect has in different features.Create interest level demo
2

Select Interests

Select the Interests that you would like to include in your demo. Interests are product or feature areas that a prospect might be interested in. (ex. Payments, Credit Cards, Corporate Spending, Payroll, etc).You will be generating a flow (5-15 steps recommended) for each Interest.Select interests
3

Edit your generated flows

After clicking Create demo an Interest Level form will be added to the first flow, a flow will be created for each interest, and a checklist task will be created for each flow.Now you can open and edit each flow to complete the demo.Generated interest flows
Congratulations — you’ve finished building your first Interest Levels demo and it’s ready to share! Interest level demos are useful at several stages of the sales cycle, but are particularly useful for collecting interest during Pre-call Discovery. Interest Level demos are a powerful way to collect prospect interest, learn more about how to Understand Interest. You can also enable your reps to assemble Interest Level custom demos from pre-built Interest flows. Follow the below steps to get started: