How do I review how a sales demo went?
Short answer
Record the demo and turn on Acta's Product demo review template. Acta writes how the demo landed: the presenter, product reliability and usability, feature feedback, security questions and the buyer's adoption signals, so you can improve the next demo and plan follow-ups.
How to do it with Acta
- 1
Turn on Product demo review
In Templates, turn it on, with a deal template like MEDDPICC if you use one.
- 2
Record the demo
Bot-free with the desktop app or Chrome extension, or send the notetaker.
- 3
Read the review
Open the meeting's Templates tab.
- 4
Follow up
Draft the follow-up email and push the report to your CRM.
What you get
- Feature feedback in the buyer's words
- Security questions to answer
- Adoption signals
- Push to Salesforce, HubSpot or Zoho
Good to know
Can I run a deal report on the same call?
Yes. Turn on any mix of templates; each one that fits writes its own report.
Can reports go to the CRM?
Yes. Push to CRM adds the report as a note on the contact in Salesforce, HubSpot or Zoho, on the paid plan.
Is Acta free to try?
Yes. Acta is free for 15 days, with unlimited recordings and transcriptions.