Chapter 7 of 8 · See it running
Process stories you can run
Reading only goes so far. Each tour is a real business process in a working demo company: you do the steps, and the showroom checks them off as you go.
- Lead to cashAbout 4 minutes
From won deal to delivery
Close a $186,000 deal with Coastal Freight, start the delivery project and watch the dashboard update, with no rekeying between teams.
- 1Win the Fleet operations platform deal
- 2Start a delivery project for Coastal Freight Co.
- 3See the win in Insights
Sales · Projects · InsightsRun this tour - Request to approveAbout 3 minutes
Decide an approval, with the record to prove it
A $27,600 contractor request is waiting for you. Decide it, then find exactly who decided what, and when, in the audit log.
- 1Approve or decline the UX contractor request
- 2Find your decision in the audit log
Approvals · AdminRun this tour - Request to resolutionAbout 3 minutes
Resolve an urgent customer request
Coastal Freight's drivers can't sync delivery confirmations. Reply on the request and resolve it, with the customer's deal and project one click away.
- 1Add an update to the sync request
- 2Mark the request resolved
Service · SalesRun this tour - Evolve the platformAbout 3 minutes
Change the software without a developer
Add a field your team needs and rename an app to your own language, then see both take effect everywhere at once.
- 1Add a custom field
- 2Rename an app to suit your team
AdminRun this tour - Request to rosterAbout 3 minutes
Approve leave with the whole team in view
Priya has asked for five days off for her wedding. Decide it with the team calendar in view, then see where she sits in the organisation.
- 1Approve or decline Priya's leave request
- 2Check the team calendar
- 3See how the organisation fits together
PeopleRun this tour - Enquiry to meetingAbout 3 minutes
Book a meeting as your customer would
Use the demo company's public booking page to book a discovery call, as a customer would, then find it waiting in Appointments.
- 1Book a discovery call on the public booking page
- 2Find the booking in Appointments
SchedulingRun this tour
How the showroom works
In under a minute, you're inside
- 1
Confirm your email
A one-time code, no password. Work email preferred.
- 2
Get a private demo company
Fully populated with customers, projects, requests and colleagues, and deleted after 7 days.
- 3
Bring your team
Set up a team workspace with the same account and invite colleagues to evaluate together.