When you conduct a demo within Demoflow, we'll record all of the slides you reviewed with your prospect. (including assets added mid demo)
If you'd like to send your follow-up email through Demoflow, you can do that easily in the Follow-Up tab post demo. That email can include all of your documented Next Steps, Questions and a PDF summary of your demo.
If you'd prefer to download a PDF summary of your demo, click on "Download PDF" in the top left hand corner of the Demo field. You'll find that our PDFs include the Meeting Summary Slide at the end of the deck. Once again, helping you build consensus every step of the way.
Within the "Documentation" tab, you can update any custom Account or Opportunity Salesforce field. If you have additional documentation to do, click "Open In Salesforce" to instantly get to the proper Account.
As always, if we've missed something or you've thought of a cool addition. Shoot me an email at firstname.lastname@example.org.