Sales operations

What are the best tools for creating a sales demo for a software SAAS product?

Jonathon Lunardi

May 23rd, 2016

Hello FounderDating community,

We have a nice online product that we sell to universities and colleges.  We have created a demo account with fake data and now want to conduct an outreach campaign to hundreds of schools in our target list. 

I don't want to send log in credentials to our demo sandbox play area to this larger list.  Instead, I would like to send a video or something showing off the product.  Since this is a wide audience, I want to show just enough to get a school to contact us so we can have a more in-depth walk through demo over the phone. 

Do you have suggestions on a product that is affordable that would enable us to capture the demo in a video?  Also, I am not sure we want to put the demo video up on YouTube, so do you have suggestions on where to host the demo video so we can track clicks and other valuable info?

Any advice is welcome!  

Thank you!

Jonathon Lunardi
CEO - 

Anthony Zeoli Digital Strategy and WordPress Consultant and Trainer

May 23rd, 2016

Camtasia Pro is a screen record software with general video editing tools, effects, and a few other neat tricks that will help you walk through your software, push to video, then export and upload to the service of your choice. Most people use Vimeo to keep advertising out of the player window. But, Camtasia also owns, so you could upload there and share the link, as well.

Chris Hote Start-up coach, investor

May 23rd, 2016

In addition to @gregrussak's list and for mac users:

Greg Gerik Growth & Revenue Marketing, Product Marketing, Data Fusion, Speaker

May 23rd, 2016

I agree, Camtasia is a great program for this purpose.  Also, you can still host the video on YouTube without making it public for your limited audience.  I would strongly advise you to capture name and email in order to see the video so you can follow up with them afterwards.  This will allow you to clawback potential customers that make assumptions that were not demoed in your video.  I also recommend considering multiple landing pages for different types of audiences (e.g., one landing page with a video geared towards large public universities, another for small private schools, etc.).  This allows you to test messaging and maximize your marketing ROI as well as converting more leads. Happy to discuss.

Jonathon Lunardi

May 23rd, 2016

Anthony, I definitely am familiar with Camtasia Pro.  It costs $300. Are there any other products that are similar and less expensive? 

Vimeo is a good choice.  I haven't used their service in a long time.  Thanks!

Greg Russak Advisor at

May 23rd, 2016

I'll be interested in what others have to offer - thanks, Anthony - as I've just started researching this very question for a consulting project I'm doing. No final decisions yet, but here are the ones I've been considering: 

Bill Lennan Red Rope Social - everyone is an influencer.

May 23rd, 2016

Quicktime has a built in screen and audio recorder. It's included on every Mac. 

I wouldn't do a demo - you need to explain the "why" first. 
Do you have any customers? 
If so, why did they buy?

Vinoth Peter Co-founder & CEO @Paperflite, xHead of Marketing for Cognizant's Two Billion Dollar Business

May 23rd, 2016

Jon- I'd be able to solve the latter part of your problem to distribute and track how your users engage with your content. Quite simply, the product (Paperflite), allows you to keep a copy of your video in your Dropbox/box account and share with your prospects in a custom branded website which will track who/when users engage with your content so you know when to follow up. Let me know if this would help and I'd be glad to set you up.

Eric Sullivan CEO at FoundationLab

May 24th, 2016

Jon, not sure where you guys are in the current state of sales but a lot of times when a start up is getting off the ground with the sales engine you need to put a lot more of a personal touch on things. With that being said reaching out directly and trying to get a passive conversation has always worked for me in several start ups. Basically asking for feedback and then the light bulb goes off for them that they need this. It is a different approach than traditional sales but I feel like if you are trying to just put it out there to a list and expecting people to convert you will not see the returns you are looking for. Fostering relationships with who you see as your best potential customers will increase your chances of not only getting them but retaining them. This is at least what I have experienced personally. Happy to share some other insights if you would like you can email me directly

Ravi Natarajan

May 23rd, 2016

There are several video creation software tools out there. My suggestion is to use a eLearning tool that would provide interactive demo. The problem with video is a single story flow. Your prospects may be interested in different features which is showcased better using interactive video... 

Christine Danning

May 23rd, 2016

Nothing wrong with a great sales person either... Not all products and services are best marketed online... sometimes, it takes a person to close the deal!