Viraj P.

No of demo per month and clients moved in trials and conversions

Can you suggest some metrics that I can use to measure the success of the rep? also if there are any playbook example or any book suggestion

SLA for follow ups like: 1st follow-up within 24 hours of demo . 2nd follow-up within 3 days .Weekly check-in until trial confirmation ? and Trial check-in cadence”:

If I understand correclty? and create a playbook of all these?

Charlie C. Yeah, that’s a great point — right now, most of our pipeline is rep-generated through cold calls and follow-ups, not fully automated yet. We’ve started experimenting with a few centralized lead-generation channels (like inbound demos, targeted LinkedIn outreach, and referral loops), but none of this has helped yet

Pat H.

What are the main closed lost reasons for the demos that don't convert to trial, and the reasons for why trials don't convert to paid?

What we’ve noticed is that most closed-lost demos happen either because we didn’t follow up consistently or because it was simply the wrong lead — meaning they didn’t really have a need for our tool. For trials that didn’t convert, the main reasons were technical issues during the trial or cases where the tool wasn’t seen as a priority or essential need for the team.

Thank you Brandi Z.

Thank you Brandi Z.. Definitely there is a lot to improve. As you said we spend lot of time on quality of leads and readiness of those leads currently. And our Sales process involves mostly calling people currently getting them for initial discovery call, demo, trial and so on.

Got it thank you

oh got it giving time for the new person to ramp up and expecting him to be at full speed by 3rd or 4th month.

Do you think horizontal scaling and predicting number would be a right thing? Like 2 sales then 30 demos? or 3 sales then 45 demos?