How To Sync DemoBoards with Homerun PreSales Evaluation Workspaces

Integration Overview:

- Consensus Demolytics will be available on each deal/evaluation workspace in Homerun
- Aggregate view of the Demo Boards: Name, Date Created, Total Recipients, Engagement, Total View Time, Total Views, Last Activity, and Owner (see below)
- Homerun user can click into the DemoBoard to see the Viewed and Invited tables associated with the Demo Board (see below)
- Hyperlink that opens new browser window and takes Homerun user to the Demo Board in Consensus.

Why Is it Important?

Empower presales team members with more data prior to upcoming SE engagements.
SEs want to know what has a prospect seen so far, how have they prioritized demo content, and who has seen the demo content.

Administration and Setup

To connect to Consensus, visit the available “Connectors” for your Homerun account, and select Consensus.
You will need to be an administrator of your Consensus account in order to have access to your API Key and Secret.
Enter your connection details and select “Save.”

Adding a Demoboard to an Evaluation Workspace

Manually add a demo via the demoboard URL

You can add multiple demoboards related to an opportunity. Currently this is done manually by pasting the demoboard URL from Consensus web app.
Homerun parses out the demoboard UUID from the link and sends a request to our API to fetch that specific demoboard.
You can see a nice glimpse of overall views, last activity, etc from this level.
Actions - “View Details”

Demoboard Details View

This table provides more detailed look at data on each viewer of a demoboard, and on the features that they marked as important to them.

Learn about using our integration with Homerun Presales to bring in Demolytics to your evaluation workspaces.