We designed this guide to create one place that contains a structure to set up your Demodesk. For the basic set up it is key to understand how Demodesk works. Hence this article will not only provide you with guidance on how to get started but also everything you need to know to translate your procedure to Demodesk.

Make sure to go through the following steps:

How to get started guide

Setting up Demodesk means translating your sales motion into Demodesk. To achieve a proper setup, it is important to accurately represent every step of your process.

The following questions will help you define which parts will be presented, please make sure to have all the information on hand when setting up your Demodesk.

First, it is important to specify the technical surrounding for the basic setup to ensure that all integrations work as intended.

  1. Which CRM are you using?

  2. Which Workplace Tool are you using for Collaboration & Communication?

Second, declare the general touchpoints with your leads.

  1. How does your lead generation work? Do you have mainly Inbound or Outbound leads?

  2. What are the typical calls you are having with prospects & customers? What is their duration?

  3. With which calls would you like to start using Demodesk?

  4. Do you want to offer leads to directly book a call from the Website?

  5. Do you want to offer your prospects and customers to book a meeting on their own along the customer journey?

Third, we will tackle the content of your meetings.

  1. What kind of content do you typically show in your video conferences? (e.g. Powerpoint Slides, Google Slides, Websites, our Software product...)

  2. Does this content differ a lot across the meetings?

Finally, be clear about what you want to achieve with Demodesk.

  1. What would you like to achieve using Demodesk?

  2. What is your highest priority using Demodesk?

How to translate to Demodesk

At Demodesk, our goal is to automate and improve your sales motion, hence our functionalities will help you to tackle specific parts of the process. We use our own features, so please check our glossary to familiarize yourself with the wording and meaning.

Make sure to understand the following features, before setting them up:


For optimal automation, Demodesk integrations several CRM tools. If you are using one of the following, please follow the instructions to ensure a proper setup:

Meeting Types

Each touchpoint with a customer represents a Meeting Type. Meeting Types automate several tasks before, during, and after a meeting to reduce preparations time and no-shows. Check this article to get to know everything about Meeting Types, the central element in Demodesk.

We recommend creating one Meeting Type per touchpoint, for example, a first demo or a check-in. Overall, they will describe your entire sales motion, consisting of different parts that are seamlessly connected.


Playbooks function as resources needed for specific meetings that you prepare once and can then be used as a template for future meetings. Read this article for more information about Playbooks.

Playbooks will help you to make your meetings repeatable and consistent, meaning you will always be provided with a ready-to-present presentation.

Pro tip: Create only one Playbook for all meetings with similar content, which can function rather as a collection of resources. It does not necessarily need to include a strict structure and talk track at the beginning, to make it applicable for several situations.


Use battlecards and no objection will ever throw you off again.

Battlecards allow you to create your own wiki within the meeting, check out this article for more information.

The battlecards will be created upfront and can be opened during the meeting by simply typing a keyword in the search bar. So before your demo, make sure to have all the necessary information written down in your deck and you are ready to go!


Set your priorities, be conscious of what you want to use Demodesk for, and create your initial setup according to the priorities.

You might not need everything from the beginning on, start with the features that are most important to you!

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