Opportunity
We discovered that customizing a product to a client's unique visual identity (colors, fonts, and imagery) increased the perception of value and won more business. While this personalized approach requires additional time and effort, it has proven to be a valuable asset within our sales pipeline.
Problem
Once we discovered this, every sales pitch going forward required a branded and personalized Product Demo. Creating these by hand would mean hiring dedicated personnel, which would quickly become too expensive. Automating and streamlining the process was crucial to the business's success.
Context
The existing onboarding process involved creating a dedicated account and full product suite, a time consuming and iterative endeavor, particularly for new clients.
By automating the demo process we gave our internal team the power to create and edit Product Demos in real time. This shortened the process from days to a few minutes.
Creating a Demo
To create a demo, users enter a name or title for the demo session and provide the URL of the target website or landing page where Halda products will be showcased.
Our engineering team then loads that website or landing page as a background layer within the demo environment. It pulls the most common colors from the website and prompts the user to confirm brand colors and consistency.
Our engineering team also developed a method to identify and present branded imagery and logos from the client's website. The user then confirms the suggested logo or uploads their own.
These three steps collect everything the creative and branding process needs. Pre-designed Smart Form templates then auto-populate the interface on top of the client's website.
Smart Form Display Methods
Each of these display methods has its own strengths and weaknesses, and the optimal choice depends on factors like target audience behavior, website design, and the specific goals of the marketing campaign.
1. Popup Modal
The most effective way to present a Smart Form is a standard modal or pop-up window. Halda delivers a timely value offer to the student in hopes of engagement. Closing the modal dismisses the Smart Form permanently, even after a page refresh.
2. Click Medallion
A "Click Medallion" is a branded, stylized call to action fixed to the bottom of the viewport.
When selected, the medallion opens into a persistent Smart Form that stays accessible to the student rather than disappearing like a traditional modal.
3. Slide-Out Modal
The slide-out Smart Form mirrors the functionality of the Click Medallion, keeping it continuously available to the student. Its placement in the middle-right of the screen maximizes visibility and delivers a unique value proposition.
Conclusion
Sales team members can now rapidly generate compelling Product Demos, significantly streamlining the sales process and reducing operational costs.
The initial product demonstration focuses on the Smart Form. However, Halda intends to showcase additional capabilities in future demos, including CMS integrations, website performance optimization, data analysis, and lead management.