Module: CRM

Demo Bookings Training Guide

Track, qualify, schedule, and follow up with prospective clients requesting product demonstrations.

10 min read

Beginner Level

4 Core Lessons

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What You Will Learn

By the end of this training module, you will be able to:

Review inbound demo submissions in real time from the Book Demos dashboard

Filter demo requests by status, date, and assigned sales representative

Evaluate company size, prospect requirements, and qualification criteria before meetings

Schedule product demonstration calendar events and send invitations

Convert successful demonstration leads into CRM contacts, accounts, and active deals

Key Concepts & Architecture

Demo Request

A high-intent inbound submission from a prospective customer requesting a personalized product walkthrough.

Demo Qualification

Validating company headcount, industry fit, and purchase timeline prior to dedicating senior sales engineering resources.

Step-by-Step Walkthrough

Training Modules & Workflows

Follow these practical guides to master every capability of Demo Bookings.

Lesson 1 of 4

1. Monitor Inbound Demo Requests

Access and organize incoming demonstration requests submitted through your website.

Navigate to Book Demos

Click 'Book Demos' (/book-demos) in the navigation bar to inspect all recent demo submissions with prospect names, company names, emails, and phone numbers.

Filter by Status

Use the filter bar to isolate 'Pending' demo inquiries that need immediate response from sales representatives.

Demo requests represent your highest-converting inbound marketing channel; prompt outreach is critical.

Pro Tip: Use table column settings to display prospect phone numbers and company domains directly in the list view.

Lesson 2 of 4

2. Pre-Demo Discovery and Prospect Qualification

Inspect prospect requirements and prepare personalized product demonstrations.

Open Demo Detail

Click on any booking row to review prospect message notes, company size, and specific feature interests.

Check Existing Records

Check if the prospect's company or domain already exists as an Account or Lead in KineCRM to prevent duplicate outreach.

Pre-call discovery helps sales engineers tailor the demo environment to the prospect's exact business model.

Lesson 3 of 4

3. Scheduling and Calendar Coordination

Set demonstration dates, assign demonstration specialists, and send invitations.

Update Status to Scheduled

Once the prospect confirms a meeting slot, update the demo status to 'Scheduled' and record the date and time.

Sync with Google Calendar

Link the demo event with your integrated Google Calendar to auto-generate video conference links and calendar invites.

Automated calendar invites reduce demo no-show rates by over 40%.

Lesson 4 of 4

4. Post-Demo Follow-Up & Deal Conversion

Log demonstration outcomes and advance the sales cycle.

Log Meeting Notes

Immediately following the walkthrough, record prospect questions, objections, and agreed next steps.

Create Associated Deal

If the prospect is qualified, create a new Deal in your Sales Pipeline and associate their contact and account records.

Never leave a completed demo without an assigned follow-up task and target closing date.

Frequently Asked Questions

Common inquiries regarding Demo Bookings in KineCRM.

Yes. Once Google Calendar is connected in the API Connect hub, scheduled demos can automatically block your calendar and generate video meeting links.

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