Which Trial Method Is Right for My AgentExchange Solution?

AgentExchange offers three types of trials. Offer multiple options to make it easier for your prospects to take a trial and get into your sales funnel.

Trial types differ by where they can be started, at your listing or website, and what the customer gets, their own trial org or a read-only shared org. Here are the three trial methods:

  1. Trialforce—starts from your listing and ideal for prospects who want a hands-on trial they can keep and customize. Prospects get their own login credentials for the trial org.
  2. Test Drive—also starts from your listing. There’s no setup or login; prospects get instant access to a read-only shared org.
  3. SignupRequest API—starts from your website and provides the same full experience as Trialforce.

It’s your choice to decide which trials to offer. Explore the other sections to understand how to set up each type of trial.