{"id":2267,"date":"2024-06-23T14:16:23","date_gmt":"2024-06-23T14:16:23","guid":{"rendered":"https:\/\/userpilot.com\/blog\/troi-guided-tour-software-demo\/"},"modified":"2025-04-28T09:36:07","modified_gmt":"2025-04-28T09:36:07","slug":"troi-guided-tour-software-demo","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/troi-guided-tour-software-demo\/","title":{"rendered":"How Userpilot Enabled Troi to Automate their Software Demos"},"content":{"rendered":"

Software demos are often seen as a necessary evil by SaaS companies and the people who buy their products.<\/p>\n

They\u2019re time-consuming, and they don\u2019t scale well. The more prospects you have booking demos, the more salespeople you need.<\/p>\n

Plus, they aren\u2019t all that effective when it comes to onboarding your customers. They aren\u2019t going to remember everything you\u2019ve shown them in your demo. When it comes to sitting down with your product, they\u2019re back to square one.<\/p>\n

Troi decided that they would automate part of their sales demos. Instead of having their salespeople walk new users through their product, they used Userpilot to implement a guided tour.<\/p>\n

This saves them time, and it works much better. Let\u2019s take a look at how they did it!<\/p>\n

What is Troi?<\/h2>\n

The German software company, Troi<\/a>, created one of the leading software solutions for web and design agencies. It provides support across the entire project management workflow, from project planning to billing.<\/p>\n

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What was Troi\u2019s problem?<\/h2>\n

The team at Troi was faced with a problem that many SaaS companies face at one point or another:<\/p>\n

They were spending more and more time conducting software demos for new users.<\/p>\n

This meant their Sales team didn\u2019t have the time to close more deals or outreach to their leads and prospects.<\/p>\n

Growth was starting to stall, and it seemed like the only solution was to hire more people. But that was a costly solution.<\/p>\n

That\u2019s when Troi\u2019s team decided they could automate part of their software demos, enabling them to show off their product without any man-hours required.<\/p>\n

That\u2019s where Userpilot came in.<\/p>\n

How Troi used guided tours to automate their demos<\/h2>\n

The folks at Troi realized that a guided tour would be a brilliant way of showing new users around their product, without taking up any of their Sales team\u2019s time.<\/p>\n

They chose Userpilot to help them add the guided tour to the demo version of their product.<\/p>\n

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Troi created an onboarding checklist using Userpilot<\/figcaption><\/figure>\n

Userpilot made it easy for them to create a tour. The checklist contains all the primary functionality of Troi\u2019s product.<\/p>\n

When a new user logs in for the first time, they are presented with the checklist at the bottom of the screen. They can then work through the items on the checklist.<\/p>\n

The beauty of using a guided tour to onboard users is that it means the user learns by doing. This is far more effective than watching a software demo.<\/p>\n

Troi was able to make the tour even more effective through personalization. They included the face of each user\u2019s sales rep on the guided tour.<\/strong><\/p>\n

This personal touch makes new users more willing to work through the list and makes them feel like the process isn\u2019t automated at all.<\/p>\n

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Try Userpilot and Scale Your Demos with Automated Onboarding<\/h3>\n
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Get a Demo<\/a><\/p>\n