Highlights & Results

• How Vantage's documentation team replaced hard-to-maintain videos with persona-specific interactive demos across Vantage University
• How the sales engineering team scaled pipeline without adding headcount, using demos pre-call, post-call, and live on calls
• How interactive demos became a shared asset across sales, documentation, marketing, and internal training

"It's just awesome that it's not one of those tools where it's for one specific thing. It becomes really useful for all aspects of the company in our business of what we're doing." - Danielle Vansia, Documentation Lead at Vantage

Check out Vantage University’s interactive demos.

About Vantage

Vantage is a cloud cost management platform that helps companies analyze, allocate, and optimize their cloud, infrastructure, AI, and SaaS spend. Vantage enables FinOps and engineering teams to manage cloud costs with detailed visibility across services, teams, and environments.

We spoke with Jeremy Gerson, Director of Sales Engineering, who first brought Navattic to Vantage, and with Danielle Vansia, Documentation Lead, who built the persona-specific interactive demos within Vantage University. Together, they represent two distinct but complementary ways Vantage uses Navattic across the company.

The challenge: scaling sales and keeping documentation current

The pain points at Vantage were coming from two directions at once.

On the sales side, Jeremy's team faced a high-growth squeeze: strong inbound volume, a lean team, and no clean way to scale without hiring. Pre-call prep and post-call follow-up meant an SE had to set up dummy data and clean up the platform, a process that could take 30 minutes to an hour per deliverable.

On the documentation side, Danielle had spent 2.5 years building Vantage University from scratch, a learning hub with videos, written guides, and role-based tracks for personas such as FinOps analysts, developers, and finance managers. But video had become a maintenance burden. "With a YouTube video, if I change even just one second of it, I'm going to have to upload a brand new video. Whereas with Navattic, it's the original one," Danielle explained.

Users were also asking for something video couldn't provide: a safe environment to try new features. "Videos are really good, but I actually want to be able to try something myself in an environment where I don't want to do it in my own Vantage account because I could potentially mess up someone else's reports," Danielle said.

Why Vantage chose Navattic

Jeremy’s sales counterpart had used Navattic at a previous company and immediately recognized the fit when he joined Vantage. The evaluation was quick; they looked at a few other competitors and reviewed other customer testimonials, but it didn’t take long before the decision was made. Onboarding was equally smooth. When Danielle came on to build Vantage University's demos, a call with Navattic's team got her up and running fast.

Her real breakthrough came from the Copilot and bulk editing features. "I would always put the Copilot on, and then I could go back and edit it as I wanted. It put in all the beacons to begin with, which saved a ton of time," she said. "Once you get your first one done, it becomes so easy to produce them in mass."

How Vantage uses Navattic across the company

Vantage University: Persona-specific learning

The primary home for Danielle's work is Vantage University, which recently relaunched with role-based tracks. What started as a single hands-on demo became a full library of persona-specific walkthroughs, each built around a fictional company called TechFlow SaaS to give learners a consistent, immersive context. The demos serve customers during onboarding, prospects during POCs, and Vantage's own employees during internal training.

Sales enablement: Pre-call, post-call, and on-call

For Jeremy's team, demos slot into every phase of the sales cycle: sent ahead of calls to qualify, used as follow-up for topics that didn't get covered, and increasingly pulled up live when an SE isn't on the call. "We use it up front to qualify. We also use it as follow-up material. It helps accelerate in the beginning as well as with some of the follow-ups, so we don't have to just keep getting on call after call after call," Jeremy said. Demos also help Vantage get wider within accounts. When a demo gets forwarded beyond the original attendees, it opens doors that a remote team can't open any other way.

Marketing and events

At AWS’s re:Invent conference, two screens at Vantage's booth ran Navattic demos on loop. Their G2 listing features a live interactive demo. The marketing team is also embedding demos in their demo registration page and using them for SDR outbound.

Results

The SE team tracks time saved through rep utilization metrics in Navattic; time that used to go into intro demos with manual prep now goes back into higher-value customer-facing work. The sales process has also improved: by sharing demos ahead of presentations, Vantage can see what prospects have already reviewed and tailor the conversation accordingly. "Now, almost all of our prospects check out the demos and come to a first call prepared for a deeper conversation about the problem they're facing," Jeremy said.

On the documentation side, the feedback on the Vantage University relaunch has been consistently positive, particularly notable for a tech startup. "People look at where we're at as a startup, and they're like, 'It's good that you actually have something built out like that. That's not always the case,'" Danielle shared.

What's next

Jeremy wants to expand the rep-led use case and is watching Navattic's AI agent capabilities for lower-touch, SMB scenarios. Danielle plans to embed more interactive demos directly into Vantage's procedural documentation beyond the University. And the broader goal is cultural: Jeremy wants Navattic to be a shared building tool across every team. "I looped in Danielle and Emily and a few others because I want us all to be building together and able to use those demos everywhere."

The takeaway

For teams considering interactive demos, Vantage shows what company-wide adoption can look like even at a smaller scale, spanning sales, documentation, marketing, and internal training from a single platform.

Jeremy's advice to anyone on the fence: "Just don't waste time. Choose Navattic. It'll be a great experience, and you'll enjoy engaging with the team."