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@Billcom Customer Tip: What is a Demo Company and How Do I Create One?

November 4, 2011

What is a Demo Company?
• A demo company is a new type of account created from your console
• It’s prepopulated with data so you can easily demo Bill.com functionality or perform training

How does a Demo Company benefit my firm?
• With Demo Companies, your firm has an easy way to show new and existing clients how Bill.com
   will improve visibility into their cash flow and streamline their payables and receivables processes 
• You have the ability to demonstrate how your firm services clients with different work-flow scenarios

Creating a Demo Company:
Demo pic1 copy

• Name your demo company whatever you like, but note that “[Demo]” will precede any name
  you choose to use.
• The creator of the demo company is added as an admin to the demo company by default.
• Other users can be added just like a regular company.
• Since demo companies have no private data, you can create users that everyone can share.

Demo pic 2 copy

• Demo companies will appear in the new “My Companies” list and on the list page
  (in order of last accessed).

Demo pic 3
• Videos explain key functions that are hard to demonstrate (e.g. sync)

Video Demo Companies copy

How to Demo for Success:

•  Create a demo company in the prospective client’s name or in the industry the prospect is in
•  Outline and show the key functionality that your client needs. For instance:
       – Send/upload documents
       – Enter bills
       – Approve bills
       – Access documents and see history of documents entered
•  Create an easy, reusable script to walk through how the system works
•  Provide your clients access within the demo account to show approvals or other role-based capabilities.

If you would like to learn more on Demo Companies or have any questions please contact us at support@hq.bill.com

 

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