What a SaaS demo request page should include

What are the steps

1. Name the outcomeProcore leads with Do more with the hours you work.
2. Keep the form shortChili Piper asks for a work email, a CRM and a country.
3. Say what the call coversAppcues says it will spend 30 minutes on how teams like yours drive adoption.
4. Put proof beside the formGainsight lists customer results with numbers next to the fields.
5. Show the next stepsSalesloft lists a quick intro call, a tailored walkthrough and a follow up.

How do the options compare

Where do these numbers come from

1. Chili Piper request a demo
2. Gainsight schedule a demo

Which real examples show it

Procore

1. Lead with the time customers save

A concrete time saving gives the buyer a reason to spend time on the demo, and the photo shows the product in the buyer world.

1. Put the time saved in the subhead
2. Show your buyer at work in the image
3. Mark survey based numbers with a footnote

Full breakdown · Source

Chili Piper

2. Ask for three fields and say how long it takes

A short form with a stated time cost removes the main reason people abandon demo forms, and booking the meeting on the next screen keeps the momentum.

1. Cut the form to the fields you route on
2. Say how long the form takes under the button
3. Let people pick a time right after submitting

Full breakdown · Source

Appcues

3. Say what the demo call will cover

Naming the length and the agenda of the call makes booking feel like a known, useful 30 minutes instead of a sales trap.

1. State how long the call is
2. Say what you will walk through
3. Name the outcome the buyer gets from it

Full breakdown · Source

Gainsight

4. Put customer results beside the form

Real customer numbers next to the form show the payoff of the call at the exact moment the buyer decides to book it.

1. List outcomes the demo will show
2. Add named customers with one number each
3. Place the results panel next to the form

Full breakdown · Source

Salesloft

5. Show the next steps after booking

Showing the three steps after the form tells buyers exactly what they are signing up for, which makes the first step easy.

1. Start the form with email only
2. List what happens after they submit
3. Promise you will skip the generic pitch

Full breakdown · Source

Hootsuite

6. Answer what happens on the call

Buyers hesitate because they do not know what the call will be like, and a short what to expect list removes that doubt.

1. Add a What can I expect section
2. Say the demo is zero commitment
3. Tie the demo to the buyer goals

Full breakdown · Source

What else do people ask

Related answers