New Demo Requests 2018-03-16T07:37:03+00:00

New Demo Requests

Sales & Marketing Use Case


Automate the process of capturing and scheduling requests for product or service demos.


  • Online self-service forms guide prospects through the process of requesting a product demo during visits to websites, mobile sites or other touchpoints.
  • Designed in TAP, these forms can be as simple or detailed as Sales requires.
  • When forms are submitted, a workflow launches that directs each query to a pre-designated / next available salesperson or sales engineer.
  • Demo requests can be routed to sales management and other stakeholders for review and report.
  • Workflow can trigger an auto-scheduling routine to set up a convenient demo with the prospect, either at the point of contact, via email or phone call.
  • Content delivery can be triggered, providing user with video, collaterals or other materials as part of lead nurture.
  • Workflows can integrate with CRM, email and inbound marketing platforms (Marketo, HubSpot, et al).
  • Centralized dashboard permits oversight of all demo requests and workflows.


  • Delivers a better user experience for potential prospects by accelerating response and engagement.
  • Webforms can be designed to pre-qualify leads through embedded business logic, data capture and integration with your present CRM/leads database.
  • Frees sales personnel from lead qualification.
  • Delays and errors are eliminated via form and workflow standardization.
  • Generates secure workflow audit record for transparency and governance purposes.
Client - United Healtcare

“Hands down, ThinkSmart is a joy to partner with, our business is very fluid and requires flexibility and speed to market. Tarryn and team have been fundamental in our recent project success.“

Emilio Estvan Velasco
United Healthcare