If you run sales calls, do onboarding, or need to show off your product live, you know standard screen sharing often falls flat. Prezcall promises a more interactive approach, but figuring out how to actually set up and run a smooth, polished demo isn’t always obvious. This guide is for anyone who wants real talk on getting interactive product demos with Prezcall up and running—without wasting hours on “best practices” that never work in the real world.
Step 1: Get Set Up in Prezcall
Sign Up and Basic Setup
First things first: sign up. Prezcall isn’t magic—if you haven’t created an account, do that now. Their onboarding is pretty straightforward, but here’s what matters:
- Choose the right plan. Don’t overpay for enterprise junk unless you need it. Most people can start with the free or basic tier and upgrade if you hit a wall.
- Profile basics. Add your name, company, and a real photo. Customers like seeing who they’re talking to.
Pro Tip: Ignore integrations for now. Unless your team has a CRM setup you can’t live without, get the basics working before you bother with hooks to HubSpot, Salesforce, or whatever.
Get Your Demo Environment Ready
Prezcall’s strength is letting prospects actually click around your product, not just watch you talk. For this to work:
- Set up a demo account in your product. Use dummy data. Scrub anything sensitive.
- Decide what you’ll show—and what you’ll hide. Remove features that aren’t ready or could confuse people.
- Test Prezcall’s “co-browsing” or interactive mode. Most issues come down to browser permissions or pop-up blockers. Try it with a coworker first.
Step 2: Scheduling Demos That Actually Get Attended
Use Prezcall’s Scheduler (Or Don’t)
Prezcall has a built-in scheduling tool. It syncs with Google/Outlook and lets leads book in your open slots. It’s fine, but not revolutionary.
- If you’re solo or a small team: Use Prezcall’s scheduler to keep things simple.
- If you already use Calendly or similar: Stick with what works. Double-booking is a pain, and Prezcall’s calendar isn’t better than the big names.
Either way, make sure your invite includes:
- A clear subject (“Live Product Demo with [Your Name]”)
- A calendar link (from Prezcall or your tool of choice)
- A short agenda: what they’ll see, how long it’ll take, and that they can ask questions anytime.
Pro Tip: Always send a confirmation and a reminder. Prezcall can do this automatically, but double-check your settings—nobody likes no-shows.
Step 3: Prepping for the Demo (The Real Work)
Build a Demo Flow
Don’t wing it. Even if you know your product inside out, a loose plan saves you when nerves kick in or a prospect asks a curveball question.
- Pick 3–5 key features to show. More than that, and attention dies.
- Start with their pain points. Tie every feature to a real problem (“You said onboarding is slow—here’s how we fix that…”).
- Map out transitions. Know how to get from feature A to B without awkward clicking around.
Share Materials in Advance (If It Helps)
Sometimes it’s worth sending a one-pager or short video ahead of time. Don’t flood them with PDFs—nobody reads those—but a quick “Here’s what we’ll cover” can set the stage.
Tech Check
- Test your audio and video. Use headphones. No barking dogs.
- Check your internet. Prezcall is browser-based, but a flaky connection ruins everything.
- Open only what you need—close Slack, email, and anything that might pop up and embarrass you.
Honest Take: Prezcall’s browser-based sharing is slick, but it does choke on some security settings—especially on corporate networks. If your customer has strict IT, ask them to test the link before the call.
Step 4: Running the Interactive Demo
Kick Off Like a Human
Jumping right into the product is tempting, but take 1–2 minutes to build some rapport and set expectations:
- Thank them for their time.
- Quickly recap what you’ll cover.
- Ask if there’s anything specific they want to see.
Share Control (But Don’t Get Fancy)
Prezcall’s standout feature is “interactive mode,” where you can let prospects click, type, or explore parts of your app during the demo. Here’s how to use it without chaos:
- Demo first, then hand over control. Show a feature, then invite them to try it (“Want to give it a spin?”).
- Guide them gently. Watch for confusion. If they get lost, take back control fast—Prezcall lets you do this with one click.
- Don’t force interaction. Some people just want to watch. That’s fine.
What Not to Bother With: Prezcall has annotation tools (drawing, spotlighting). They’re… okay. Use if you must, but don’t expect anyone to remember your digital scribbles.
Keep the Pace Snappy
- Watch for glazed eyes. Don’t spend 10 minutes explaining a minor button.
- Invite questions as you go, not just at the end.
- If they ask about something off-script, decide quickly—show it if it’s easy, promise a follow-up if it’s not.
Handle Glitches Gracefully
Prezcall is solid, but no live demo tool is bulletproof. If screen sharing freezes or a button doesn’t work:
- Stay calm. Narrate what’s happening.
- Offer to send a quick video after if you can’t get it working right now.
- Don’t waste five minutes troubleshooting live.
Step 5: Wrapping Up and Next Steps
Summarize and Confirm Value
Before you end the call:
- Recap what you showed and how it solves their problem.
- Ask directly: “Did that answer your main questions?”
- If they look uncertain, dig a little deeper. Now’s the time.
Set Clear Next Steps
Don’t assume they’ll just follow up. Spell it out:
- “I’ll send you a summary and the trial link right after this.”
- “Let’s pick a time next week to check in after you’ve tried it out.”
Save and Share the Recording (Optional)
Prezcall can record sessions. This is useful if the prospect wants to review or share internally, but always ask permission first (nobody likes being recorded without notice).
Step 6: Post-Demo Follow-Up That Doesn’t Suck
- Send a short, clear follow-up email. Include only what’s needed: the recording (if approved), a summary of what you covered, and the promised next steps.
- Don’t send a form letter. Reference something specific from the demo.
- Offer to answer any open questions. Keep it personal, not pushy.
Pro Tip: If they ghost you, don’t take it personally. A polite nudge after a few days is fair. If you don’t hear back, move on.
What Works, What Doesn’t, and What to Ignore
- Prezcall’s interactive sharing is genuinely useful—but only if your product is easy to pick up. Complex software can overwhelm prospects when they get mouse control.
- Scheduling and reminders are fine, but not game-changing. Use them if you don’t already have a system.
- Ignore the bells and whistles (stickers, advanced analytics) until you’re comfortable with the basics. Fancy features rarely close deals.
Keep It Simple and Iterate
You don’t need a “perfect” demo process out of the gate. Start with the basics: a clean demo environment, a clear agenda, and a simple follow-up. Prezcall gives you some nice tools, but the fundamentals—showing value, listening, and making it easy for prospects to engage—matter most. Try it out, tweak as you go, and don’t let the tech get in your way.