Recordings play a pivotal role in boosting the performance and efficiency of your sales team. With Demodesk's recording feature, empower your sales team to excel, boost productivity, and close deals like never before!
Our most successful customers have harnessed this feature for a multitude of use cases:
Share recordings: Impress prospects by complementing personalized follow-ups with recordings they can use for internal buy-in.
Coach team members: Capture, review, and share key sales calls to identify areas of improvement, coach team members effectively, and ensure consistent messaging.
Ensure compliance: Stay compliant and address customer concerns accurately by referring back to recorded interactions.
💡 If you want to get more out of your recording then the sales coaching suite might want to check out the Sales Coaching suite here.
Table of contents
To get you started, this article addresses provides a detailed guide for both hosts and admins, covering the following essential sections:
Record a meeting
To begin recording, access the host window and click on "More" in the bottom right corner. Then, select "Start recording" located next to the black circle.
From that moment onwards, all participants' audio and video will be captured as well as the virtual browser. It's essential to be aware that the recording will always include the virtual browser, even if you switch your screen layout to camera mode during the meeting.
Once you initiate the recording, the button will change to a "Stop" button. Please be patient as starting the recording may take up to 30 seconds. If the button continues to display "Starting recording" for an extended period, kindly refresh your tab to ensure proper functionality.
With Demodesk you can ensure all recordings are always GDPR-compliant. Learn more on how to set it up here.
Access the recording
After the meeting is finished, Demodesk will automatically process the recording.
You can access it either after the meeting or in your meeting list.
Meeting Review
On ending the meeting, you will be redirected to the meeting review. Here you can access the recording link directly. Also, you can set the permissions for the recording already. Please note that in some cases, it might take a couple of minutes for the recording to process.
Meeting Follow-up
You can copy and paste the recording link directly into your follow-up email so your participant can access it. Please ensure the permissions are set accordingly. You can also add the recording link to your follow-up email by default. Find out how to achieve that here.
Meeting Recording List
Here you'll find all recordings from your team. You can filter by Date/Time, Meeting name, Meeting type, Host and by "My meetings only". If you always want to use the same filters then feel free to bookmark the page.
If a recording is from a no-show meeting meaning no external participant joined then it will be shown like this. You can still access it though.
View a recording
In the recording detail view, you will find the link to share this recording with your colleagues or your customers. You can also click "..." for more options.
Depending on the browser you use you'll be able to
Download recordings to your computer
Change the playback speed to set the speed at which you want to view the recording
Activate picture-in-picture mode so the recording opens a small window so you can do other activities while watching it
Keep in mind that the recording will always show the split-screen view, i.e., even if you have the layout set to cameras-only, we will show the last active slide or the first slide from the playbook:
If you disable your camera while waiting for the guests to join, the recording will show the last active slide or the first slide.
Speaker Timelines
Speaker Timelines provide visual insights into the dynamics of your recorded conversations. Showcasing who spoke when and for how long, enables your team to identify and understand the flow and balance of conversations quickly.
Key Capabilities:
Speaker Ratios: Gauge the balance of the conversation. How much did each participant speak? Was the discussion one-sided or well-balanced?
Visualize Conversation Patterns: At a glance, see the rhythm and flow of the conversation. Identify if the discussion was collaborative or dominated by a few.
Instant Access with Clickable Segments: Found an exciting conversation pattern or segment? Just click on it to listen from the start of that particular segment.
Distinctive Color Coding: Distinguish between the host and teammates (in blue) and the participants (in orange) for clear understanding.
Sales Coaching: How to Make the Most of Speaker Timelines
Balanced Speaking Ratios: In a productive sales conversation, both sides should have ample opportunity to speak. Coaches can use Speaker Ratios to ensure that their reps are not dominating the conversation but fostering a two-way dialogue. For demo calls, it is obvious to have higher ratios by your reps, but for discovery calls, your prospect should have at least 70% of the ratio.
Avoid Long Monologues: A monologue can be a sign of a disengaged client or a rep talking too much without letting the client share their concerns. Speaker Timelines lets you visualize these longer segments, which can be a prompt to train your sales reps to be more engaging and responsive.
Instant Feedback: Quickly click on timeline segments during a coaching session to pinpoint specific moments of the call. This enables timely feedback without having to scrub through the entire recording.
Limitations
If participants never speak, they will not appear in the speaker timelines.
Pauses are not considered. These will be counted as the segment of the person last speaking.
We always consider the dominant speaker in a moment so there are no overlapping segments.
Share a recording and set permissions
Share recording
Feel free to share the recording with your prospects. Just make sure that external access is set to "Public". Otherwise, they will not be able to access it.
You can also share the recording starting at a certain moment by enabling the "Start at ..." checkbox. It will take automatically the moment where you are currently pausing the recording. Just jump to the moment you want to share, pause it and open the share dialogue. Note that everyone can still access the full recording with this.
Permissions
Once you access the recording inside of Demodesk, you can choose who can access it.
Select if anyone with the recording link can access it or only users of your Demodesk account. The permission sets are defined here.
Delete a recording
Now and then, it might make sense to clean up your recordings. If you want to delete a recording, your can do so by accessing it as described above. In the bottom right corner, you will find a Delete recording button.
Please note that only the meeting host or an admin can delete recordings. If you do not see the button then you do not have the permissions.
Once you click on it, one last warning will show up to ensure you do not delete any meetings by mistake.
Keep in mind that you always have the possibility to download the recording before removing it!
For admins: Record all meetings of a meeting type by default
With Demodesk, you can ensure that all meetings of your team are recorded.
Go to the Meeting Types tab
Select the meeting type you want to have recorded (e.g. Sales Demo)
Scroll to Location
Click Show Advanced Options
Enable Automatic recording
Whenever the first participant joins a meeting, then the recording will start automatically
You can also enable GDPR-compliant recording. See here for more information.
For admins: Recording default settings
As an admin, you can set the default recording settings for all recordings in your company settings.
Sharing Settings
You have complete control over who can access your recordings by setting permissions for both internal and external access.
Internal access:
All users (default): All users of your Demodesk account can watch the recording in Demodesk.
Host & Admin: Only the meeting host and the admin can watch the recording in Demodesk.
External access:
Public (default): Guests can watch recordings. Use this option if your team typically shares recordings with prospects.
Locked: Guests cannot watch recordings. A guest is someone who is not a user of your Demodesk account. So for example, a prospect that you talk to. Use this option if it is very seldom that your team shares recordings with prospects.
Note that altering these settings will affect all existing and future recordings. For exceptions, make changes directly on the specific recording (host or admin access). Click "SAVE" to confirm settings.
Recording Retention Setting
Demodesk is bringing you more control and flexibility over your recording storage. You can decide how long you want to retain recordings in Demodesk. After this timeframe, they will expire. This allows you to set the retention fit for your needs and to stay compliant with privacy regulations. By default, recordings are set to be retained for 150 days.
Recording retention duration can be extended to a full year. Learn more here.
Recording States
A recording can be in different states depending on the context. This list will help you understand what might be the case with your recording.
Recording unavailable
This means your link might be wrong, or someone deleted the recording. Please check again in demodesk and make sure you copied the link correctly.
Recording lack of permission
This means you can't watch the recording because you don't have the right permissions. Ask the person who gave you the link to share the recording publicly. If you work for the same company and should be able to see it, make sure you're logged in and in the right group.
Recording expired
This means the recording has expired automatically and is not available anymore. If you want longer recording retention durations, then refer to this section.
