Sales experiences in CloudShare allows sales prospects to engage with your product. Sales experiences focus on showcasing your products by allowing potential customers (i.e., sales participants) to experience them through targeted content and hands-on interactions.
Sales enablement experiences are sub-divided into four types:
- Demo: An experience to engage your prospect and drive interest in your software product, usually driven by a Sales Engineer.
- PoC: An experience delivering a hands-on lab for your prospect to test your software solution’s feasibility and viability for their business.
- PoV: An experience delivering a hands-on lab for your prospect to demonstrate the value of your solution for their business.
- Trail: An experience delivering a hands-on lab for a limited time for your prospect. The trail in CloudShare can provide controlled access to your solution as well as contextual user guidance.
To create a sales experience, click Sales in the home screen’s left-side menu, and then click the + Create New button at the top right of the screen. Alternatively, hover over Sales in the left-side menu and click the + icon.
Building your sales experience can be accomplished in three simple steps.
Step 1: General
- Name: Enter a unique name for your experience.
- Type: Select either Demo, PoC, PoV, or Trial.
- Project: Select the project your experience belongs in.
- Blueprints: Select one or more blueprints for your experience, determining the environments your sales pros and participants will use.
- Regions: Choose one or more regions where the cloud resources will be located. Your blueprint’s snapshot must be copied to more than one region to select multiple regions. Go to the infrastructure area to copy your snapshot to additional regions.
- Main Sales Pro: Assign the main sales pro for the experience.
- Additional Sales Pros (Optional): Add any additional sales pros.
Click Show Advanced Fields to add:
- Description (optional): Add a description that will only be visible to sales pros and admins with access to the experience.
- Labels: Add labels to your experience for easy identification and categorization.
- External ID (optional): Add an external ID to easily match your experience with external tools (i.e., CRM, marketing tools, etc.).
- Allow more than one environment activation per participant: This option allows participants to access more than one environment sequentially (i.e., with this option enabled, when a participant's current environment expires due to the policy, when they log in again, they receive a new environment. If the option is disabled, they will be denied access to the experience).
Step 2: Time
Enter the start date and time, time zone, and end date and time (optional). Select the appropriate time zone. This ensures accurate scheduling and a smooth learning experience for all participants.
The option of not specifying an end time for experiences creates always-available engagement opportunities, eliminating the need for frequent end-date updates. This ensures a seamless and continuous engagement environment.
Step 3: Access
- Policy: Select the environment policy for the experience. A policy is a set of rules defining various parameters and behaviors for your virtual environments. It allows you to manage costs such as limiting how long environments live or an inactivity timeout before they automatically suspend.
- Opportunity: This is typically the customer’s company name.
- Registration Type: Choose the registration type: Any Participant or Registered Participants Only. Registered Participants Only means only participants added to the list by an admin or instructor can access the experience. Any Participant means that non-registered participants (who were not added to the user's list by the admin or sales pro and accessed the experience via another channel) are also allowed access to the experience. These participants will be considered “self-registered” when they log in and automatically appear in the users list.
- Access Type: Set the access type as either Passphrase or Single-Sign-On (SSO). SSO is only available for subscriptions that have an SSO connection enabled.
- Invitation Email: Select whether to customize invitation emails for participants and sales pros, or send the default invitation. You can customize your invitation after creating the experience via the Details → Access tab of the experience page.
Click Show Advanced Fields to access additional options:
- Don't send invitations to participants
- Don't send invitations to sales pros
- Block sales participants using free email domains
- Block specific email domains.
Click Create to add your new experience. A pop-up will then inform you that your experience has successfully been created, and you will be taken to the experience’s page.
Note: Creating an experience within five hours before the scheduled start time could impact the immediate availability of the experience for all participants at the start time.
LMS Integration
CloudShare's Learning Management System (LMS) integration provides a seamless user experience for participants, allowing them to access CloudShare's hands-on training environments directly from your LMS courses.
For additional information, see Integrating CloudShare with LMS.