Demo/trial request


This use case is typically used to follow up with inbound leads immediately after they have requested for a demo/trial.

Your bot can be set up with an automatic workflow to follow up with leads using our public APIHubSpot Forms Webhook, or Saleswhale integration. For more support, reach out to your Saleswhale Customer Success Manager.


Standard Main Sequence Template

My name is Katy and I help out with biz dev at Saleswhale. Thank you for requesting a demo. Can I confirm a few details, so I can get you connected with the best sales rep to walk you through our product?

  1. What CRM system do you use as your system of record?
  2. Do you have Saleswhale in mind for your inbound or outbound leads, or both?


Best Practices

  • Qualifying questions can be used to filter out non-serious inquiries.
  • If the lead handover rep will change based on the answers to qualifying questions, designate a middle man to help with lead assignment.
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