Examples of Saas demo's from Pandadoc, Hubspot & Salesforce

February 22, 2023 | by Vourneen Taylor

Recently, I conducted some research on the demo experience for one of my clients. They were looking for a "mystery shop" for their demo process from a marketing point of view. So I thought it would be interesting to do this with a number of other Saas organizations to see what the market is like and how the competition stacked up. I chose some well-known Saas brands including, Salesforce, PandaDoc & Hubspot. You can also find a list of other popular CRM tools here for more examples, many of which have demo flows."

The results were very surprising. In the end, none of them provided, in my opinion, a world-class customer experience, however, I got a lot ideas and insights from the process so I thought I would share my learnings with you here on the blog.



About Inbound Salesforce

Salesforce demo page Source: https://www.salesforce.com/uk/campaign/sem/salesforce-products

Salesforce demo form-2

Source: https://www.salesforce.com/uk/form/contact/contactme

Key observations 

  • Clear value-based copy on the landing page
  • Can see a benefit to clicking on the button - they will answer my questions & the reps are positioned to "help your business succeed" 

Where it could improve

  • The form, unfortunately, didn't work and I couldn't submit it! Luckily they did include a number on the landing page. 
  • I would like to know when I would receive a callback, even better would be if I could schedule a time that suited me better using a calendar tool. 



About Inbound PandaDoc

Pandadoc demo form example

Pandadoc scheduling calendarPandadoc chilipiper calendar example


Pandadoc cancelled demo example

Key observations 

  • I loved the fact I am in control of when to schedule the demo, so I can choose a time that best suits me. 
  • I know exactly how long the demo will take 
  • There are some social proof and trust indicators used. 
  • They asked for "company size" to use for lead qualification or routing. 
  • I love the fact I can instantly see who I will be speaking with
  • On the thank you page they offered additional content by including a link to the podcast. 

Where it could improve

  • Unfortunately, the huge letdown here was canceling the demo a few hours beforehand. I understand things happen, however, there was no offer of speaking to another colleague, or a link to reschedule etc. 
  • I then sent an email with some questions I was hoping to get answered and I had to chase for follow-up and was eventually given a less than helpful response



About Inbound Hubspot

Source: https://offers.hubspot.com/demo

Phone number provided


Hubspot chat example

Follow up email by Hubspot

Key observations 

  • It was nice to have options of different channels I could use to contact Hubspot. It gave me control over the way I prefered to interact and also how I can speed up the process if I wanted to 
  • There were some good trust indicators used. 
  • They include an opt-in subscription to the blog  (this is a great way to keep in touch of potential leads and gain subscribers)

Where it could improve

  • I wasn't given any specifics about the demo itself, e.g. how long will it last, what will be covered, how will it benefit me etc. ?
  • I received 2 different emails in 10 mins 

Would you like to get an indepth "mystery shop" of your demo experience?

Do you need some advise or consulting about Hubspot or how to apply an Inbound marketing methodology to your business website? Click the button below to book some time in my calendar to discuss how I can help you improve your demo experience and get more leads for your business. 


Get free advise!



Growth marketing strategy | Inbound Sales

Written by Vourneen Taylor

Vourneen Taylor

Vourneen Taylor delivers Inbound Strategy Workshops and in-person Hubspot training for fast growing teams in international SaaS businesses. She has 15 years experience in marketing and has onboarded over 350 Hubspot customers. At last count, she has traveled to over 125 destinations in 27 countries and has lived in London, Prague, Amsterdam, and Melbourne, as well as, her home town of Dublin. Outside of work, she enjoys sampling craft beer, good coffee, and planning the next adventure.

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