How to: Schedule a Demo (Reseller)

If you have a potential customer that's a great fit for talech, you can schedule a 30 minute 1:1 demo with one of our Sales Support Specialists. 

A few helpful things to know Before scheduling a Demo:

• This session is NOT to be used for existing customers. 
• Due to increased demo traffic, we can not accommodate Rep training at this time. Any pieces of training scheduled will be canceled. If you need to learn more about talech features, please check out our YouTube channel or help articles.
• If you need to RESCHEDULE or CANCEL an appointment, please follow the cancel/reschedule link in your original demo invitation.

Step by Step Instructions on How to Schedule a Demo:

Step 1: Go to the demo schedule website for your Sales Organization (If you do not have your link, please email elavonsales@talech.com.  Include your Sales Organization, as well as the region you are scheduling for "US/Canada".

Step 2: Select the Merchant's timezone.

Step 3: Available demo dates and times will be displayed. Choose an available date/time that works for you and your Merchant.

Note: It is recommended you join the Merchant on the call.

Step 4: Fill in the required information fields 

Note: The confirmation email will only be sent to the first email address. If you are the rep, you will receive the confirmation email and you will need to forward it to your customer

Step 5: Once the potential customer has received the email, all that's left is to show up for the demo. The confirmation email contains meeting:

• Date and time
• Cisco WebEx 
• Any necessary information to attend the meeting

Step 6: If for any reason you need to cancel or reschedule the meeting, there is a cancel/reschedule link in the confirmation email. Simply "declining" the meeting will not remove it from the calendar.