Skip to content

Prospects on the trial!

We were delighted to be able to promote our free trial to prospects in the US the other week. Given the complexity of finance applications set up, we were keen to find a way that prospects could get a good feel for the functionality without putting in any work up front. So we’ve created a fictitious company, Merlin Auto, which is completely self contained, has the chart of accounts pre-configured and is populated with data. This means that a prospect can start using it immediately to create invoices, credit notes, aged debt analysis etc.

Obviously the data is made up, but we think it’s a good starting point for prospects to understand whether the application will meet their requirements from a functionality standpoint. Once they are happy with this, we can then give them the opportunity to set up, or ‘provision’ CODA 2go into their own live Salesforce CRM and set up the accounts as they want to see them, also for a trial period. We’ve put in place support specialists to help guide users through this second phase, so hopefully it will be relatively pain free!

There are some pre-requisites for the second phase such as having multi-currency switched on, and we’re working with Salesforce to try to make this process as smooth as possible. We’re now working on a VAT version of the Merlin Auto 30 day free trial, which will be ready very soon. I really hope you find this method of trialing worthwhile and would welcome any feedback around it.

Call Now
Schedule Demo