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Demo Automation for Marketers

Like AI, automation touches every part of business now, whether we’re ready for it or not.  Many marketing automation tools...
A marketer presenting ideas on automation for marketers on a whiteboard during a team meeting in a modern office.

Like AI, automation touches every part of business now, whether we’re ready for it or not. 

Many marketing automation tools are great time savers, but some are tedious and do nothing for your process.

Every SaaS company has a different approach to marketing automation. But when you add demo automation to your current marketing stack, it will generate better leads, close deals faster, and give your customers a better experience. 

Not only can demo automation be used seamlessly with the types of automation you’re already leveraging, but it will also improve the quality of your leads. And best of all, it will inject sales engineer resources into your marketing strategies without putting extra strain on your sales engineers. 

Benefits of Adding Demo Automation to Marketing Strategies

Every form of automation promises to deliver things better, faster, and easier (I just did in the paragraph above), but we don’t expect you to take our word for it. 

We’ve got the sources to back it up.

  1. Generate more and better qualified leads
  2. Give customers more of what they want sooner
  3. Tap into already available Presales resources
  4. Create assets faster 
  5. Uncover customer’s pain points
  6. Discover additional stakeholders
  7. Prepares audience for live meetings 

Convinced? Good! Now, let’s go into the best practices.

Demo Automation Best Practices for Marketers

Adding demo automation into your marketing process is about finding the best avenues for your strategy. But don’t worry; platforms like Consensus are flexible enough to fit your needs. Here are some places to add demo automation to your marketing efforts.

  1. G2 profile. Your customers are already going there to research you, so you might as well give them a demo while they’re there. G2 has even partnered with Consensus to make adding a demo to your profile easy.
  2. Email campaigns. With just a few clicks, you can add a link to a demo to any email you send. Because your audience chooses what they do and don’t want to see, they personalize the demo for you!
  3. Call-to-action button. Whether on your homepage or at the end of a blog, you can swap your “Book a Demo” button with a “Watch a Demo” one. Instead of asking your customers to jump through hoop after hoop, let them watch the demos they want when they want to.
  4. Newsletters. Have something exciting coming up? While sending out your monthly updates, give your audience direct access to product announcements, company updates, and best practices that will bring them greater success. 
  5. Content enablement strategy. Stop duplicating your Solution Consultants’ efforts. Sharing the same demos will keep branding consistent for champions, channel partners, and the organization. 
  6. Enhance existing content. Add applicable demos to blogs to add more profound insights. Include related webinars, customer testimonials, or a full demo.   
  7. Ads. Make your ads stand out by offering buyers a demo on demand and lead with your product to share your value proposition.
  8. Social posts and profiles. Add a watchable demo on your company’s social profile for more product visibility without extra work.  

It’s Not a Matter of If but When

Automation is such a prevalent part of the marketing process now that there’s a type of automation for everything. 

You’ll get varying answers about exactly how many types of marketing automation there are because there are a lot (think stars in the sky or grains of sand on the beach). Chances are, you’re using at least a few already in your process. 

So make sure you’re getting the most from the automation you already use every day by including demo automation in your marketing processes.

Do you know your value? Download the 2025 SE Compensation & Workload Report now!