Highlights & Results

• How Procurify closed deals influenced within their first month of going live.
• The fintech’s best-performing lead generation asset in under nine months, outperforming every other content resource on their website.
• How Procurify's sales team saves 20 minutes per RFP call by enabling prospects to explore the product before getting on a call.

"We've already started seeing sales cycles where showing an interactive demo has led to closed-won business. It likely achieved that, I would say, within the first month or so of having Navattic live." - Kevin Kimoto, Director GTM Engineering

Check out Procurify's interactive demo.

What is Procurify?

Procurify is a completely modern, AI-powered procure-to-pay platform built to help businesses track, control, and streamline their purchasing processes from request to payment. Serving customers across the globe with a primary focus on the US market, Procurify helps finance and operations teams take control of spend before it happens.

What was the original problem you were facing?

Our Solutions Consultants team had previously used a video library platform, but the platform's functionality had begun to degrade. It was delivering a freemium feel to our product.

Videos were also expensive to maintain, required extensive technical expertise to produce, and quickly became outdated as the product evolved. Getting sales reps to actually use video content was also difficult.

Rather than simply finding a like-for-like replacement, we saw an opening to do something more ambitious. We had three core use cases we wanted to address at once:

Sales enablement: Our Solution Consultants needed a way to send polished, interactive follow-ups after technical demos and Account Executives wanted to share relevant workflows with prospects before looping in the SC team. A static video couldn't do that effectively.

Kevin says, "Initially, we were actually looking for a replacement for a solution consultant utility. The main driver for why we were replacing or looking for a utility was inside the sales aspect. We wanted something that reps could use for both prospecting and prospect engagement."

Marketing lead generation. As a product marketing team, the problem was a familiar one: it's genuinely difficult to show how a complex B2B product works without putting a huge burden on engineering (to spin up live environments) or design (to animate fake UI). The result was a website that talked a lot and showed very little.

As Josh Cronk, our Product Marketing Manager, stated:

"Our product was almost hidden. Historically, from a challenge perspective, as a product marketer, it's really hard to effectively communicate how your product works and functions, and you can talk about all the benefits, and you can talk about how it works.”

Training and enablement. Internally, we wanted a better way to onboard new hires, communicate product updates, and give customers a way to explore new functionality on their own terms.

Why did you decide to switch from your previous interactive demo vendor?

Our team had already encountered several well-executed Navattic tours before the formal vendor search began, and they stuck with us.

When we went through a structured evaluation that included Storylane and our previous vendor, Consensus, Navattic stood out on two dimensions: the quality of the documentation and overall design, and the responsiveness of the sales team throughout the process.

Our team wanted something that could support multiple use cases. As Kevin explains:

"There were several different major categories that we were looking at. There was a marketing angle where we wanted a product tour or an interactive product experience to help support lead generation.

Inside the sales aspect, we wanted something that reps could use for both prospecting and prospect engagement. And then there was a training and general enablement angle where it's both internal and external."

We were also already aware of Navattic through the product marketing community. "My LinkedIn feed is cluttered with demo tools," Josh noted, "but Navattic kept coming up both in ads and from PMM peers who were genuinely championing it. Had I had the budget earlier, I probably would have procured it sooner."

How are you using interactive demos?

Since implementing Navattic, we've expanded our usage well beyond the original three pillars.

Website lead generation. We launched our first comprehensive product tour on the website and quickly recognized its impact. Within eight to nine months of going live, it had become our best-performing lead generation asset, influencing a significant share of marketing leads who went on to request a demo or submit a form.

Encouraged by those results, we've also built out a full demo library on the site, so prospects can self-select into the workflows most relevant to them.

Sales prospecting and follow-up. Our reps use Navattic tours for cold outreach ("Here's a quick interactive look at what we do") and as leave-behinds after discovery calls.

Getting reps to send personalized videos is like pulling teeth, but a pre-built, polished tour that says all the right things? That they'll send. Within the first month of Navattic going live, we had already seen interactive demos contribute to closed-won business.

Solutions consulting. Our SC team uses tours to walk prospects through technical workflows, including complex integrations between our platform and ERP systems that we would otherwise only be able to describe verbally or show via video.

Customer success and knowledge base. We're gradually replacing the video relics in our knowledge base with Navattic content. Whenever we update the product, videos create a huge amount of tech debt. With Navattic, we can update and reshoot so much more easily

What are some results you have seen since implementing Navattic?

The interactive demos became our best-performing asset for lead generation, despite being live for only 8 or 9 months. The marketing team generates more interactive demo leads than any other content asset on the website, prompting them to double down by building a full tour library. The demos influence both marketing leads who submit forms and prospects who take the next step to request custom demos.

Beyond lead generation, interactive demos fundamentally changed RFP conversations. Previously, 15-20 minutes of every RFP call were spent introducing the company and product.

Now prospects explore ungated demos beforehand and arrive prepared for deeper conversations about the actual problems Procurify will solve. This shift is particularly valuable since many prospects evaluate 3-4 vendors simultaneously, with only 30 minutes allocated to each, making every minute of selling time critical.

Josh emphasizes, "It's really become our best performing asset from a lead generation standpoint… so the fact that it's already seeing that level of engagement and is influencing that number of marketing leads that actually take the next step and submit the form to demo or even if they're just scored, it's been pretty astounding."

What other use cases do you plan to implement?

We plan to use the ability to store and download files inside tours for enhanced interactivity.

We’re focused on building prebaked demo libraries and explainers to streamline sales rep access and usage, addressing the challenge of ensuring reps know what they need, have it when they need it, and can easily send it.

Kevin adds: "From the moment we demo till now, there have been several fairly large iterative changes. And some of the new functionality, there are actually a lot that we're keen to further explore."

We’re also exploring the AI Copilot Review feature, which provides specific, actionable recommendations for improving demos that can be implemented with a single click.

Josh admitted he ignored it for two or three months after it launched. "I thought, how good could it actually be?" When he finally tried it on their high-level tour, he was genuinely impressed. "The recommendations were so specific, exactly what the demo needed. And I could implement them with a click. It's a phenomenal use of AI within the platform."

Any advice for anyone looking to use Navattic?

For teams on the fence, Josh's advice is straightforward: don't wait. The time to get a first tour live is shorter than most expect.

"I think I would have pushed harder for a solution earlier, just given that I don't think I realized the speed to implement your first tour. It's so easy to get a very high-fidelity, comprehensive demo on your website. I think the speed with which you can actually push things out would be a big one for me to tell other folks. Don't sit on it. Don't wait because it can have a quantifiable impact on your business."

Our team has been consistently impressed by the support we've received from Navattic, particularly from our CSM, Holly. When a member of our RevOps team had a specific technical request, the Navattic team turned around a solution in roughly two weeks.

Kevin shared: "Not even talking about the software itself, but the team has just been phenomenal to work with. Even when we are trying to explain how they can use it more, everyone at Navattic has been really outstanding at helping us do that, because for a lot of software, you could figure it out. The processes that software plugs into, you can figure out. But then, how people come to adopt it and use it, that's always a huge change management piece."