Start to finish, here’s a checklist of things you can do to maximize your onboarding and deliver the outcomes you need.
Whenever I bring in capability from a vendor I’ll have started the project way before we get our hands on the software. So being able to plan what’s needed and get a head start is incredibly valuable; I know it’s the key to success! We’re sharing it here so you can succeed at speed!
- Mark Green, Director of Buyer Enablement at Consensus
We’d love to get to know you more!
Whilst we’ve got an Implementation Form, we’ll be sending you a self-service Onboarding Overview for you to watch whilst we arrange a date for the Kickoff Call with you and your team.
Getting you set up and trained
From the Home Page of our app, the Admin Training Demo (recorded by our wonderful Customer Success Managers) is a great opportunity to dive into some of the more feature-rich areas of our product, and to explore some of the new possibilities open to you and your company.
Want to get started in advance? Sure! Here you go:
- Log Into Consensus Platform
- Download Consensus SNAP
Snap is our Plugin, an essential part of your new toolset.
- Configure Global Demo Settings
Global Demo Settings allow you to adjust the viewer experience across all demos & tours within your account. We’ve collected all the Knowledge Base articles in one handy place, bookmark this link: https://hub.goconsensus.com/admin-setup-50
- Add Users to the Platform
- Hold Internal Content Planning Session
Here, Ty shares his experience in creating content to give you a head-start in your planning. It’s always useful to know what you need, before you decide on what to record.
- Define Demo Branding Guidelines
You can customize the experience you provide for viewers, with colors, logos and more.
- Define Demo Naming Convention
- ScreenPal Best Practices Demo
We’ve got a number of great articles about ScreenPal, so let’s try out the search to find them.
Click here to search for ‘What are the best practices for Screenpal?’.
- 6 Demo Types Overview
- Record Phase 1 Content
Now you’ve got everything set up and working, and you’ve formed a strategy around what kind of demos you’re going to need, it’s time to create the demos you’ll need.
Check out this great article about WHO should create demos:
- Content Creation Templates
We’ve created some super easy templates for ScreenPal and Camtasia, free to download here - Upload your first Single Video Demo
Single demos are just one video, in one demo. It’s useful for things like FAQ demos or ones used for very detailed and specific purposes.
- Upload your first Standard Demo
This is the most valuable style of demo because it provides the opportunity for viewers to select their interests and watch different topics, giving you great discovery insights into their preferences (and discover the preferences of those they share it with)
- Upload your first Advanced Branching Demo
Advanced Branching demos allow you to collect Single, and Standard demos into groups whereby answering a question sends the viewer to a different demo. Useful for demos with multiple stakeholder personas in the buying group, or where you have multiple products to offer.
- Understanding and creating Tours
Tours allow viewers to move through a guided click through experience, getting to feel how your software works without needing a proof of concept. Very useful for sharing ‘hands on’ experiences at massive scale, further up the sales funnel.
- Build Demo Library Folder Structure
This is where people will come to select the content, so making it organized really helps!
- Build Team Hierarchy
Setting up your user groups correctly is important because it affects demo access and reporting for your teams.
- Add End Users (Senders)
Adding users is easy, and you can do it in bulk using our template
- Assign Demo Folders to End Users (Senders)
You’re in control, so we help you make the right access choices
- Schedule Sales Training Best Practices Session (Senders)
We provide training for your teams, especially those who will be sending demos to your buyers. The Consensus Academy is here should folks wish to learn at their own pace, and the Certified Business Professional certification means you’ll know they’re ready to harness the power of Consensus. Find our more about the Consensus Academy here: https://academy.goconsensus.com/paths
- Assign each Sender to create 5 DemoBoards to send to Prospects
A great way to help get people started, is set them a task to send 5 Demoboards to prospects. It helps them take those first steps into a new world of pro-active, world-class selling and helps you make sure they’re adopting the changes you’re championing.
- Create ROI Tracking
Viewing, understanding and using the new world-class analytics now available to you might seem daunting, but we’re here to help and once you’ve started you’ll see it’s pretty simple: Buyers watch content and move through your sales cycle better, you track and discover their needs more easily, your revenue influence increases.
We’ve collected a series of articles here to help you: https://hub.goconsensus.com/analytics-17
And there you have it! A great step-by-step list of everything you’ll need to get going.
Anything else you need we’re here for you, either post questions in the community or use the blue chat bubble on the right.
Have fun!