The Essential Guide to Sales Demo Software

What is Sales Demo Software?
Sales demo software is a suite of tools that helps teams deliver better software demos. Despite the name, it’s not just live demo software, but rather a suite of tools that encircles the entire process - from discovery, to the demo environment and the live demonstration. Remote selling is here to stay and after researching the space, we’ve compiled a detailed list of sales demo tools.
We’ve personally used many of the tools below and can attest to their use.
Discovery Demo Software
Conducting effective discovery is critical to delivering a great software demo. As many are adept to point out, a SaaS demo isn’t a demo at all! Rather, it sets the foundation for what your prospect is interested in, what pains they have and what they’re looking for in a software solution. Related to this, discovery is essential to creating the framework for your demo.
Software Demo Discovery Tools
- Lucidchart - Create powerful visuals to diagram current processes. Especially in enterprise, this is helpfull to create a "current state" diagram. A powerful sales motion is to contrast the current state and future state in the opening part of the sales demo.
- Visio - A Microsoft staple, visio is another powerful diagramming tool. There's also pre-built templates to create diagrams in minutes, out of the box.
Snippets in Hubspot - Ensure you cover the basics with the prospect so you can deliver the right solution in the demo. It’s important to note that these templates aren’t a questionnaire to be read to the prospects, but rather guideposts for a conversation. The best discovery conversation stray away from these templates.

Demo Environment Software
Especially in a remote selling environment, there are many tools that can help you deliver a home-run demo. Let’s start with the demo data. Establishing the right data is essential to crafting a great demo. A data-rich, personalized environment is desireable yet often times this requires some setup from the team. Below are some ways tools can help with this:
Create a Perfect Demo Environment
- Mockaroo - Seamlessly generate data to populate your demo environment. It has a great UI and has the capacity to generate 1,000 rows at no cost.\
- GenerateData - Another great data generation tool. Complete with a wide variety of export types (csv, json, excel, etc) and country-specific generation options.
- Reskin - Personalize your demo environment in minutes using a no-code editor. It overlays onto the demo environment so you can use your live environment.
Live Demo Software
Clearly showcasing your product remotely can be tricky, but thankfully there are a suite of tools that can help.
Demo Software Tools
- Limelite - Turn your cursor into an engaging spotlight with a simple hotkey

- Mouseposé - Highlight your mouse pointer during demos so viewers have a clear understanding of what you're showing
- DemoDesk - Enter a meeting room where both you and your prospect can engage collaboratively. This can help turn a one-sided demo into an engaging conversation.

These tools are a great way to enhance the demo experience.
Want to see a fun map of the different sales engineering vendors? See the Sales Engineering Kingdom Map
Interested in more content around demo best practices? Check out the Navattic Demo Playbook
Have feedback you’d like to share? Message me on Linkedin or team@navattic.com