Partner management


Sales demo guide

Want to put on a winning iCompleat sales demo? This guide provides you with tools and top tips to help you show your prospects that iCompleat can revolutionise accounts payable through a number of exciting features. From demonstrating how invoice matching works and creating orders, to highlighting important automation features like layouts and workflows, you’ll find guidance here to help you with every step of your demos.

Even if you already have a good idea of how you’d like to demo our software, we recommend that you take a look at this guide to make sure you’ve got all the best bits covered. There are a lot of great features behind iCompleat’s accounts payable automation, and this guide breaks down the most important ones into manageable chunks so that you’re equipped to give each potential client the perfect demo.

How to use this guide

Each short section in this guide covers a different key feature in iCompleat. The sections are organised in the order in which we recommend you demo them. You may not need to demo all the sections depending on an individual prospect’s needs.

Within each section, we tell you how to set up your iCompleat company so that your demo of each feature runs smoothly, a summary of steps you need to take, which key benefits are important to mention, and a time estimate for how long each section should take to demo. Where necessary, we’ve included links to articles in our Help Centre containing more detailed step-by-steps to bring you up to speed.

Simply click on a guide below to explore its content. Once you’re in, you can navigate to the next guide using the left-hand menu, or by clicking the link at the bottom.

We wish you the best of luck with your sales demos!