🖥️Demos
Last updated
Last updated
You can create a new demo from 3 places in the application: Search Vendors, Vendor Detail Page and the Sandbox.
Demos are set either for specific products or as a general inquiry. You can also assign them to your group, one, or multiple locations.
Select an available time your group can meet a few days out. The vendor will respond to confirm, and if needed, adjust outside this application via email and with their online meeting software (Zoom, Teams etc.).
LVL Up Auto will help coordinate first time vendor demos and reach out on your behalf. After they are setup the first time, all future demo requests will go to their CRM and/or point person.
You can invite any user that is already in your org.
After you conclude your meeting, click the calendar with the checkmark to mark your demo as completed.
Post demo encourage each attendee from your team to add their own Demo Reviews from click the star, which they can also edit later as new information comes up from future interactions.
Based on how the demo went, you may decide to add, change or remove locations and even seek a proposal for the group. The Proposal Developer brings everything together for your team to determine paths forward.
You can create adjust different structures as you see fit. Just select the location(s) or group, with the product and the pricing and terms. Then hit add.
After you agree to terms you can click the blue checkmark to add each product as a new partner. If you make any errors you can always remove in deals in My Vendors.
