Ramp is building the world’s first finance automation platform designed to save businesses time and money. Ramp offers 5-in-1 software that consolidates corporate cards, expense management, bill payments, accounting, and reporting into one simple and free solution. Thousands of businesses are using Ramp for over $1 billion in annualized transaction volume.

When we found Navattic, we were looking for a way to demonstrate value to potential new customers without putting them through our full onboarding process. Our goal was to build a self-service product demo in as easy and riskless of a way as possible.

After evaluating the demo technology vendor market, we ultimately choose Navattic because the platform had the features that we were looking for and the user interface was very easy to learn and use. 

We had never used it before and built out a full service product tour in a matter of a few hours.

Since launching our product tour on our website, Navattic has contributed to 15% of leads that we collect on our site. 

We’ve also noticed that there is a much higher propensity to convert to being a Ramp customer if a prospect has completed the self-service product tour. In our multi-touch sales approach, our Navattic product tour has played a key role in influencing the buyer journey.

Ramp

Coupa offers cloud spend management (CSM) solutions that help companies control and gain visibility into their spending while generating savings that go directly to the bottom line. Coupa empowers companies around the world with the visibility and control they need to spend smarter and safer.

What was the problem you were initially facing?

Before Navattic, prospective customers had to wait 2-3 weeks to get a demo and even longer to get a test drive. We were looking for an on-demand demo that met our customers where they were. We also wanted these demos to be guided experiences so that customers wouldn’t get lost, and could experience the most impactful areas of Coupa in a short period of time.

Why did you decide to use Navattic? How did Navattic stand out from other vendors in the space?

In our evaluation, we completed a POC with two other vendors. We found that some platforms were quite feature-rich, but unfortunately cumbersome to use - it took us a long time to build out a single demo.  We also looked at vendors that offered primarily screenshot-based solutions, but decided it was important to equip our sales team with truly interactive content that represented our software well.

We found that Navattic offered robust functionality, while still being exceptionally easy to use. Specifically, we appreciated the dynamic representation of our product. It was most important for us to create lifelike demo experiences that feel just like the actual software, and the linear guide builder helps our team tell compelling end-to-end stories. We were able to create multiple sales-oriented demos within the first month of our partnership.

Beyond the product, what excited us most about Navattic was the opportunity to enter into a long-term collaborative partnership. In meeting members of the go-to-market and leadership team, it was clear that we were more than just another customer; we were strategic partners. Having worked with Navattic for over a year now, we have always felt valued and confident that our feedback is taken into real consideration.

When do you use demos in the sales process?

In an enterprise buying process involving multiple decision-makers (typically 11-13 individuals), it is crucial to maintain momentum after the initial conversation, and to support additional stakeholders who get involved on a rolling basis. It may not be practical or the best customer experience for our sellers to repeat full-blown demos at later stages.

Instead, sharing an interactive demo as a leave-behind allows decision-makers to revisit the value messaging even when we’re not physically present, and to easily share the resource internally. This has been an efficient way to communicate the key features and benefits of Coupa, helping us accelerate our sales process. 

In addition to gaining positive feedback from the sales team and our customers, 

we found that several Navattic interactive demos helped influence over $10M of ARR in the latter half of 2022.

What are some other ways you plan to use Navattic in the future?

Outside of sales, our marketing team plans to use interactive demos for demand generation. We’re also exploring demos for both internal seller enablement as well as external enablement to help our partners better sell Coupa’s suite of products.

Anything additional for prospective buyers to know about the solution?

Navattic is powerful, yet really easy to use. We mastered the art of creating top-tier product tours in under a month, with zero technical resources involved. We also continue to be impressed by the dedicated support we receive from the success and leadership team. We intended to find a strategic partner in Navattic, and they have more than upheld that role for us.

Coupa

Insider—one platform for individualized, cross-channel experiences—enables enterprise marketers to connect customer data across channels and systems, predict their future behavior with an AI intent engine and individualize customer experiences. Marketers use Insider’s platform to deliver experiences across channels like Web, App, Web Push, Email, SMS, and Messaging Apps.

We were looking for additional exposure to our product and the ability to showcase value to prospects at earlier stages of the buying journey. We wanted to tell a story that helped these prospects visually understand what our product is all about and the value it provides.

While we have traditionally used video content, we were looking for a solution that could provide an immersive and engaging way to experience the product first-hand which led us to explore interactive demo solutions.

In our initial evaluation of the interactive demo space, we explored a number of tools. We landed on Navattic because it was the only tool that provided us with a scalable infrastructure in which we could build an entire, holistic library of interactive demo content across products and teams.

In addition, the Navattic team provided the highest quality of support and attention to specific product feedback and usage questions. This gave us the confidence to move forward with a long-term partnership given our unique requirements and plans for the interactive demo project.

We currently have launched a number of interactive demos in our Demo Hub on the Insider website. This repository provides prospects and partners with interactive experiences that can show, rather than tell, our product’s features and capabilities. We plan on adding many more demos to our Demo Hub in the near future.

Next, our partner success teams have utilized interactive demos to train and enable new partners and Insider users. This has already significantly helped streamline our user onboarding process and increase the speed in which teams are able to get the full value out of our solution.

Lastly, we use Navattic interactive demos from a sales capacity today as well. Our sellers build bespoke interactive product experiences for target accounts, industries, and geographies. These tailored demos are then used across multiple stages in the sales cycle from the first touchpoint to closing.

Building the demo experiences using Navattic’s simple-to-use platform was a frictionless and approachable experience. 

We did not need to involve a single engineering resource to design, build, or launch the interactive demo experiences.

Since launching, our Demo Hub has immediately proven to be a valuable asset to reduce the barrier to entry for prospective buyers. Rather than working through the setup and enablement process with a trial or sandbox, prospects can immediately jump into a product tour to start experiencing product value. This opens a bridge to build interest and excitement but also qualifies and filters leads for our sales team to better lead conversations down the funnel. 

Navattic demos have generated 1000s of high-intent leads that are entering our sales cycle already familiar with our product and key use cases. 

We are also using interactive demos from Navattic as a key part of our inbound strategy including on our G2 product overview page. We have found that our interactive demo on this page provides a meaningful touchpoint for top-of-the-funnel viewers to engage with our solution in a purely organic way. 

Additionally, we are seeing a 3X increase in time spent on this interactive demo asset when compared to our traditionally used video content.

 Our interactive demos are providing an engaging user experience that can not be replicated with static video or image-based content.

Insider

Trainual is a knowledge transfer and training platform where growing teams build the playbooks for how they do what they do. All your processes and policies are easily documented, assigned, and updated, and completion tracking makes sure people know their stuff. The result? Faster onboarding and training and seamless delegation across all the roles and responsibilities in your business.

Trainual is the category-defining platform for business playbook software, combining multiple solutions — including onboarding, training, SOP documentation, and knowledge management — into a single system.

One challenge we face in building this category is how to briefly communicate what a business playbook is, why every company needs one, and how Trainual solves that problem. Explaining this is especially challenging because we serve businesses across various industries and verticals.

We wanted a way to showcase a curated and interactive version of what it feels like to be within our product. The goals were: 1) to get users to the light bulb “a-ha” moment before even starting a trial, and 2) to communicate value earlier in the evaluation process.

We had considered potentially building an interactive demo experience in-house. However, building that experience would have added another major project in an unproven and brand-new initiative that would have required significant engineering resources to create and launch.

Ultimately, we realized that building it in-house was not the right fit. That's when we shifted directions and began our search for an external solution that was easy to use and quick to set up. We chose Navattic because it was simple to implement, delivered on our requirements, and met our quick turnaround timeline.

With Navattic, we were able to plan, build, and deploy our interactive demo experience without tapping our engineering resources and saw results within the first month.

We tested our interactive demo against an existing product tour video. After a few weeks, we saw a +450% lift in free trial signups when the interactive demo was displayed. We also saw a +100% lift in users reaching activated trial status (activated = highly engaged trials) seven days after signup, and a +175% lift in users converting to paid customers in that same timeframe.

Trainual

Spot AI builds easy-to-use camera systems that enable every business to get the visual context they need to make faster, smarter decisions. A modern AI camera system to create safer workplaces and smarter operations for every business.

Our main goal was to boost conversions by providing a hands-on product experience with a lower barrier to entry than a trial. We found that trials are a major driver for conversion as they help prospects get hands-on and visualize the product. But with that said, our trials require users to have physical hardware, so the barrier to entry for a trial can be quite high. Therefore, we were seeking a low-touch way to offer users a similar hands-on product experience to drive conversions with a lower barrier to entry.

First of all, Navattic was recommended by a trusted advisor of ours who had previously used the product at another organization. Next, Navattic has great customer service. When you have great customer service, there is no need to look elsewhere. The specific example that comes to mind was at the beginning of our tenure, where the Navattic team worked in partnership alongside us to help deploy our first embedded demo. That support was vital to our long-term success.

On the Success side, demos are used as self-serve onboarding and training resources. The demos are presented alongside videos to provide additional options for content types. These self-serve training options have significantly reduced the need for our Success reps to train individual users on the platform on calls.

On the Marketing side, we have an interactive demo on our main marketing site and certain landing pages. Recently, we also saw success using interactive demos on a large video display board at a trade show, which provided a much more consistent demo experience for attendees. We were also able to tailor the demo to the specific trade show and only show features that those attendees would care about.

in the last five months, we’ve generated over $150,000 in new pipeline from visitors who go through the interactive demo on the website

. We justify our experiments based on the pipeline multiples and Navattic has already proven clear ROI based on the quantity of inbound interest generated.

On the success side, over 100 users have been onboarded via Navattic product tours. Each one of those users otherwise would have required a call with our Success team, but instead was able to self-serve using these resources. 

This has freed up hundreds of support hours for our Success team.

From an engineering standpoint, it was awesome to be able to spin up no-code demos without needing to loop in our engineering team. If we were to have built out these demos on our own, while ensuring security and product stability, 

it would have taken at least 150 hours of engineering capacity and potentially wasn’t even feasible

, technically speaking. So Navattic demos are the only way prospects can get hands-on experience with the product without getting physical hardware.

Spot AI

Phrase offers a suite of products that consists of the highest ranked, enterprise-ready translation management system (Phrase TMS), and the leading software localization platform (Phrase Strings), which power high-quality, scalable, and fast localization. Phrase Localization Suite helps companies open the door to global business to reach more people, make deeper connections, and drive growth.

Some visitors were reticent to go through the sign-up process and check out the product during their initial evaluation. We wanted to find a low-friction way to show them around of product offerings without forcing them to sign up. We know that once a prospect views our product and understands our value propositions, there is a good chance that they will become a long-term user and customer.

Time and effort were a constraint for us as we were looking to launch an experience quickly that would still look good and perform. We have used video in the past but were looking for a more hands-on viewer experience. 

We did consider building a tour using screenshots and animations but quickly realized that we were missing the “in-product” feeling that we were looking for which was a key part of this user experience. 

We decided on exploring interactive product demos after seeing some examples and researching different vendors.

Ultimately, rather than moving forward with a video or screenshots, we did decide on using Navattic to build and launch our interactive demo because it was a low-effort way to quickly launch the engaging product content we were looking for.

First of all, Navattic gave our marketing team full control over the demo experience. From start to finish, our team was able to build and launch the demo without ever needing to engage engineering resources. We were able to build out our first end-to-end demo experience in a matter of days, a project that could have taken weeks if we needed to engage other teams.

Additionally, since launching our first product tour, we quickly saw real results. In only a few months since launching, we are seeing a 60% click-through rate from the interactive demo experience generating qualified inbound traffic for our sales team. 

These quality leads have already seen the product via the demo and understand our key features and value propositions helping our overall deal cycle and time to close.

What are some other ways you plan to use Navattic?

In addition to our main website interactive demo, we plan on building and launching demos for specific add-ons to our platform. We will then use these demos as assets on feature-specific pages for additional engagement offerings for website viewers.


Additionally, we plan on building additional demo content for our sales team to use in their cadences with prospective customers. They will use these demos throughout the entire sales journey from the first touchpoint to champion enablement to close.


Phrase

CaptivateIQ, the agile commission solution, enables companies to consistently align revenue teams with evolving business goals. Combining flexibility with ease of use, CaptivateIQ offers companies the ability to build any commission plan, save time in payout processing, and motivate sales reps through real-time visibility.

Product led growth is an emerging topic right now and a lot of legacy solutions in our space have a complex look and feel. Knowing that an intuitive product interface is one of our strengths, we wanted to share this with prospects earlier in the process. Especially if a prospect is currently using spreadsheets or a legacy solution, seeing CaptivateIQ in action for the first time can be very exciting. Since the first engagement with our sales team occurs pretty far down-funnel, we decided to find a way to lead with our product up the funnel on our website.

From a demand gen standpoint, videos are as top of funnel as we get while more detailed guides require some background knowledge about our product. We found Navattic to be an effective way to communicate CaptivateIQ’s value, while also providing enough detail to help potential customers understand whether or not they would be a good fit,

. This initial pulse check has helped us find better-fit customers and to set the right expectations, all leading to a positive Sales and customer experience down the road.

For some time we’d had a Contact Us form on our website as an alternative to our Request Demo CTA, but hadn’t seen much traction. We wanted to provide a “value add” alternative for leads as well that weren’t necessarily ready to speak with our team. We had a product video at first but replaced this with a demo as we thought the click-through component of Navattic would provide a more engaging experience for first-time users. Since switching to interactive demo, we have seen a significant portion of our leads and opportunities be attributed to initially taking this tour.

Additionally, our Navattic tour has a higher conversion rate than any other referrer to our “request a demo” page, nearly 40%.

Since Navattic has been so easy to learn, we have not held back from sharing the tool with other teams in our organization. For the sales team, demos have become an important asset for engaging new stakeholders - clicking through an interactive demo is much more engaging than watching a lengthy call recording or reading written documentation. Our sales enablement team is also interested in using demos as a training tool to help prepare AEs for leading with product value in demo conversations. We are also looking at putting this in a customer onboarding flow to demonstrate how to use key parts of our product.  All to say, we find the different use cases very compelling and are excited to explore!

CaptivateIQ

Crossbeam is a partner ecosystem platform that helps companies build more valuable partnerships through Ecosystem-Led Growth. Crossbeam watches partner ecosystems and immediately surfacing the data, people, and companies across the network that will accelerate and close deals. With Crossbeam, our customers book more revenue with the people and partners they already have and ensure they’re focusing on the right partnerships with data-backed decisions across every growth stage. 

We have many customers who sign up for a free account, and converting customers to a paid subscription with more advanced functionality was a challenge. Our process for upgrading was for customers to meet with their CSM to see a high-level overview of paid features.  However, Crossbeam is a data-rich tool and product-led organization that benefits from a more self-serve intuitive approach. We wanted to put our users in the drivers’ seat and explore Crossbeam throughout the various funnel stages.

We also wanted to enable our free customers to set their accounts up for success and quickly see value from Crossbeam. To this end, we use demos to spotlight more action-specific use cases or activation milestones that new users may have been nervous to try out with less guidance.

We knew we needed an interactive demo solution because we had hit a wall with tools like screenshots and videos - they just weren’t driving the acquisition and activation metrics at scale. Explainer videos are great, but you can’t replicate the importance of users getting to touch and feel the product themselves.

When evaluating demo software, we considered Walnut, Tourial, and Navattic. We felt that Navattic was the most purpose-built for product marketers and included more robust analytics to support our use cases.

When do you decide to use a demo over another asset?

Demos make the most sense for us when there is paid functionality coming out that we really want our free customers to know about. For example, when we released a really captivating potential revenue feature, we knew that all free users would see a tiny carrot in-app but wanted to let them access more than just that or a social media post. During this particular feature launch, we included a Navattic demo in the newsletter blurb about potential revenue and saw immediate upgrades from the tour.

If we’re looking at our product roadmap and see new features that aren’t available to every customer, that immediately lends itself to an interactive demo that we’re looking to embed on our website or in other promotional materials.

What are some results you have seen since implementing Navattic?

From a product marketing perspective, we are most interested in how demos support users in upgrading an existing account or signing up for a free account. From Navattic’s in-app analytics, we can already see that 30% of visitors who start a Crossbeam demo click a CTA somewhere in the demo; we integrate Navattic with Hubspot and Segment to track engagement beyond that point.

Interactive demos have also helped us showcase new features and conduct user upgrades at live events like conferences. For example, we recently used a screenshot-based Navattic demo (we love this functionality, too) to spotlight pre-release functionality at a conference - this led to many attendees hand-raising to be part of this beta program and helped our team gather early feedback just from the event, which directly impacted the feature build itself. Navattic made it possible to showcase the functionality earlier in the development process and to get this feedback to our product team.

Lastly, we use demos for internal enablement and have heard from our Sales and CS teams that these help them align on talk tracks for features that are going to market soon. Demos have helped Sales and CS teams discuss upgrade features in more depth and feel equipped to answer more customer questions that come up.

At this point, 90% of the time we’re producing new features, I will create a new Navattic demo for our internal teams, which can also be shared in our marketing and help documentation to enable customers. It helps that we can build demos faster than other assets - generally, 30 minutes is enough time to create an in-depth demo. Recording a video could easily take twice as long and end up not nearly as polished as a Navattic demo.

We also love that Navattic makes it easy for other team members to collaborate on the same demo, which is inherently different from a Loom or video tool. On this note, the tool is also so intuitive that new users within Crossbeam can get started without even needing to reach out to me.

Of all the things I do for work, building Navattic tours is the most fun thing that I do. It’s a very creative use of my time and, as it’s great to think in terms of UX experience within our own app. When building experience using the actual product, demos help us spotlight what is most important from a customer’s perspective as they explore the feature, rather than what we think is important. As we go through our own app to build the demo, the process helps us refine our positioning and messaging because we've gotten another chance to experience it as a customer.

Crossbeam

FORM is a mobile digital assistant for frontline teams. FORM’s field execution platform guides daily tasks, speeds data collection, boosts communication, and gives leaders real-time intelligence to drive the right action, everywhere. The platform provides flexible design and advanced features that can be used to streamline any data collection processes, at the office or in the field, that use forms to capture data - online or offline.

Product-led brands have changed how consumers want to research, test, and select software. We know that when buyers can see and experience our product, the value of the problems it solves ‘clicks.’ Based on our enterprise go to market strategy and packages for large teams, we don’t offer freemiums and our trials are designed for groups vs individual users, so we wanted to find a way to get buyers into our product quickly to experience how it can help them. This helps them in their research and evaluation and builds a comprehensive understanding of the product before they talk with sales, so that they can have an informed conversation during their live demos.

How are you using Navattic product tours today?

We have Navattic tours created for each of our products and capabilities. We use tours as content offers on pay-per click (PPC) landing pages (i.e., Take a Tour or Request a Demo)—offering a strong CTA for buyers earlier in their selection process who may not be ready to “Request a Demo.” The tours are also gated on our website as a lead generation driver.

We also have developed account based marketing (ABM) product tours customized for target accounts which we promote in outbound ads and sales outreach. Another popular way we’ve used product tours is for a variety of training use cases for internal teams around new processes, and externally for things like large trials or new feature adoption.

With Navattic, we are able to create hands-on walkthroughs of our product for customers, prospects, and internal team members. Navattic tours add a layer of interactivity to our content that helps users quickly understand the value of our product.

Since launching our Navattic product tours on PPC landing pages, we have seen a 33% increase in conversion to drive prospects into our sales funnel. Additionally, Navattic product tours and the “take a tour” call to action (CTA) have helped decrease our cost per lead in ABM campaigns by nearly 50% when compared to campaigns running with the “request a demo” CTA .

Form

Athennian is a modern business entity and subsidiary governance platform that powers teams to be transaction, audit, and compliance-ready. Legal, finance, and tax professionals use Athennian to automate workflows for ownership, governance, tax, and corporate compliance. 

The Athennian platform is one of the most intuitive entity management and business workflow platforms on the market. However, in order to use Athennian and maximize functionality, new users need to migrate years or even decades worth of data over to our platform. We knew we wanted to provide some sort of free trial or self-guided demo of the platform in order to show immediate value for new users, but there was no easy way for us to do that. This was going to require too much of a lift for our development team, so we decided to see what other options we had to showcase Athennian.

When we found Navattic, we realized it could solve our problem of wanting to show people “under the hood” of Athennian without having to import real customer data in order to make it effective. We could easily create guided product tours to share with prospects right away, and let our product speak for itself.

On the customer side, we also realized that asking a prospect to schedule a sales call as the first touch point can be intimidating. Instead of connecting with a sales rep from the beginning, prospects can now explore Athennian at their own pace with Navattic. This helps prospects self-qualify prior to joining a customized demo with the sales team, leading to more impactful conversations and an overall shorter deal cycle.

We’ve used interactive product tours built on Navattic for lead generation and deal acceleration. We’ve seen real results with 

22% of product tour registrations subsequently converting to marketing-qualified leads

. Navattic is an easy platform to work with, and 

we had our first Product Tour live on our site in a matter of days.

In terms of deployment, we first created an in-depth product tour for our website, which thousands of visitors engage with each month. After seeing the success of this product tour, we decided to build product tours for specific use cases, personas, and customers in different industries. We house these tours in a gated demo center, which allows visitors to browse our various options to choose the content that is most relevant for them. 

Our interactive, product-led initiatives now contribute to over 25% of annual leads.

Navattic has saved us time and sales resources by providing only the most highly qualified product leads. Leads from Navattic already know what the Athennian product does, and are confident that it addresses a pain point that they have. This allows our sales reps to focus on specific questions during their demos, and significantly reduces the time spent on initial discovery. Lastly, we’ve noticed that using product tours during the sales process ultimately 

shortens the learning curve when those users become customers

What are some other ways you currently use Navattic?

We recently decided to form gate our product tours – this has helped us see clear value from Navattic by capturing new leads each month. We also integrate Navattic with Hubspot to inform our sales team of a prospect’s product tour engagement history, allowing them to tailor sales interactions based on the product areas the prospect has already seen.

We also create product tours to support customer enablement and customer marketing. These are used to update existing customers on a quarterly feature release, or to promote new features and integrations. We use a Growth Flywheel model similar to Hubspot and have found that our Navattic product tours are applicable in each of the three stages of that flywheel–not only with lead generation and sales, but in our customer marketing and product enablement strategies as well.

What has been a highlight of your experience with Navattic?

Navattic is really ahead of the game in terms of features and content! Every time I think of a feature that would be useful, I open the Navattic product newsletter and find out that it already exists. I get many marketing newsletters, and I’m actually excited to see what’s new with Navattic each month.

Athennian

Visier is a leader in the people analytics space providing on-demand answers for people-powered businesses. Designed by people data and HR experts, 

Visier’s cloud-based people analytics solutions

 help reveal the impact businesses have on their employees, and the impact employees have on the business.

In enterprise software, we sell to companies that are very large and typically buy software that is not very visible to the public. We pride ourselves on a visual and intuitive user experience – especially compared to alternatives that customers might have or compared to our competitors – and wanted to showcase that early to prospective customers.


Our field (people analytics) is also an emerging discipline. When designing our website, it was important for us to have a way to “make real” some of the claims that we feature. We talk a lot about what you can achieve with Visier and why you should use our solutions, and wanted to back those claims up with the 

. Navattic shows prospects how our software works, which is such a rare thing within enterprise software.

We’ve all seen the research showing that buyers are relying less on salespeople. They’ll typically only reach out when they're pretty close to making a purchasing decision. That’s why it’s so important to offer a rich self-serve experience. We found the guided tours we create with Navattic to be an effective “medium commitment” expression of interest –  in between just reading something or watching a video (low commitment) and signing up for a personalized demo (high commitment).


We especially like a tour’s ability to engage a wide array of visitors: we can use this to educate casual window shoppers and to make a lasting impression that keeps Visier in the back of their minds until they’re ready to buy, or to help serious buyers evaluate in detail the aspects that make Visier stand out from our competitors.

“Get a demo” is our biggest signal of buying intent and primary CTA throughout the website. However, our “Self-Guided Tour” option has become a close second in terms of engagement. 

Navattic has also inspired several use cases internally, which has been really positive. For example, the sales enablement team has seen what we’re offering to the public and they’ve asked us to figure out how to help them optimize guided tours for their team and their use case (sales-led presentations and outreach). The Navattic team’s support and training offerings have also helped us pursue these additional use cases with minimal friction.

New use cases for interactive demos are coming out of the woodwork. Just recently, our recruiters shared how Navattic tours have become a way for potential candidates to learn about Visier, especially when applying for technical or developer roles.

Visier

Taplytics brings together digital customer journey design, optimization, and messaging in a single platform to help you deliver unique cross-channel experiences at scale.

Experimentation and feature flags tools like ours can have all sorts of features and can be very complex for prospective buyers. We evaluated the use of a product-led solution and debated internally on the time and resources it would take to build this ourselves as well as the overall return and value. Our growth marketing team did not have unlimited development resources for this project which is why we decided to evaluate a product tour solution.

We found Navattic when looking for a product tour solution to launch our product-led motion. We used Navattic to test this channel while getting to market much faster than building this product tour internally.

“One thing is the product tour, I love that. That was one of the features that hooked me to try the actual software and I was able to go in and tinker with it - I was so excited. That was part of the reason why I schedule a call” - Taplytics customers

After setting up the plumbing, attributions, adding to our homepage navigation bar, and attaching as a site-link extension for our SEM, we found that 35% of the opportunities that have been through a discovery call and have been accepted by an AE have touched the product tour at least once. Out of those 35% that have touched the product tour at least once, 65% of those have converted.

If we think about the buyer’s journey today, buyers are more informed than ever before. Buyers are looking for a way to see value without the associated commitment of signing up for a trial account or dealing with sales people to set up a demo call. Our Navattic product tour acts like another touchpoint in the buyer’s journey but is really a catalyst for lead conversion down the funnel.

Taplytics

Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals. With Dooly, sellers become the best versions of themselves by eliminating the busywork, selling with consistency, and collaborating with the right people so they can hit their number.

Everyone takes in information differently, and videos weren’t sufficient in communicating our product to all users. Some customers who visited our site would say, “We love your brand, but what exactly does Dooly do?” Embedding interactive demos on our website answers this question immediately by providing an opportunity to explore the product, without having to set up an account or connect their Salesforce instance.

Before Navattic, we tried a different interactive demo vendor and just weren’t happy. The demo-building process required a highly technical skillset, which prevented us from quickly deploying demos on our website. Navattic’s guided demo builder is intuitive and lets me build the entire demo on my own without needing to engage technical resources. This has helped us build and update demos quickly to keep up with website and product updates.

I also appreciate the proactive communication we receive from the Navattic team. With Navattic, we feel like truly valued customers and know we can count on them to provide the guidance we need to be successful.

I like that interactive demos enable users to take in information in an entirely new way, by letting users click around to understand how Dooly works for them. We use demos on our website and in product launches to let customers try Dooly for themselves. We recently launched a new 

 page built entirely around interactive demos. Our goal is to show customers the value of our product with as little friction as possible, and to encourage high-intent customers to have more in-depth conversations with sales.

We also use demos to support product launches. Anytime we release a new feature, we make a Navattic demo for it!

Our sales team has really embraced Navattic demos (I was kind of shocked by how excited they were to share demos with prospective buyers). Receiving a demo on a feature you were most interested in feels more personalized than just an email or one-pager, and is just as scalable for our team to share. Navattic’s new demo personalization ability makes this even easier.

Dooly

Alyce is the AI-powered B2B gifting platform that’s redefining direct mail, swag and gifts with its scalable, sustainable, hyper-personalized approach to account-based marketing. Alyce builds real, personal relationships that deliver up to twice the named account penetration and drives 5x pipeline versus traditional approaches

Today’s B2B shoppers want to see our product when evaluating their next 

. So while illustrations are nice, nothing beats getting in the driver’s seat to see how the software works.

 helps us deliver a first-person view in record time. And we can create these tours in minutes, not weeks, from concept to live.

We were looking for a replacement for static screenshots on our website. Screenshots have three limitations: age, quality, and credibility.

Product images often become outdated by the next major release. The visual clarity also gets lost on different screen sizes. And in some cases, the data shown in a screenshot leaves many skeptical.

Interactive demos invite more discovery of the product. As a result, what might be inconsequential to a product marketing team is a deciding factor in selecting a vendor. For instance, a buyer might observe 

 while maneuvering around the software, even though it’s not the focal point.

We are using Navattic as a secondary CTA on the website, for integration pages and our sales team is using them in outbounding sequences. Our CS team also uses them for trainings.

From the visitors who visit our product tour page, we’ve had a 20% conversion rate to requesting a tour. 22% of those conversions have been high quality accounts perfectly within our ICP.

Our sales team also likes that they can jump into a demo to aid their conversations. Prospects taking our software out for a spin can begin to visualize how they want to use it. As a result, we can have more in-depth questions centered around the product and the next steps.


Alyce

SourceDay is a modern purchase order management platform for syteline, epicor, and netSuite ERPs. SourceDay’s supply chain software integrates with your ERP to automate direct spend purchase order (PO) changes.

We found that our sales reps were bringing in technical solutions consulting team earlier and earlier in the sales process including the discovery phase. After additional investigation, we learned that this was largely due to the fact that our sales reps did not have a way to showcase our product. We experimented with demo environments but saw that data quality and consistency was a struggle especially as a sales team continues to grow. We were looking for a solution to help our sellers showcase the product in a streamlined and controlled environment that they can’t break.

We came across Navattic when browsing for solutions to solve our demo environment challenges. We saw how easy it was to build immersive and comprehensive product demos all from a simple to navigate user interface. In working with the Navattic team, we have also found that they are very responsive and receptive to feedback and feature requests to build the best possible user experience.

We are using Navattic demos across a number of teams and use cases throughout our go-to-market motions. The presales team is using interactive demos built on Navattic to give confident and consistent product overviews earlier in the sales funnel. We are using these demos to deliver to prospect champions and enable them to position the product internally without the need for multiple product demos throughout the sales cycle. Lastly, our training and onboarding teams have adopted Navattic product tours for user enablement and to quickly build product simulations to save support time.

Since launching these product tours across different teams and functions, we have seen real results. With Navattic product tours deployed for user enablement, our onboarding and training team is seeing a 90% decrease in the number of one-on-one trainings needed to activate new users. This has enabled us to focus time and hiring investments on our growth and product teams.

We’ve also used interactive product tours built on the Navattic platform for conferences and in-person selling events. At these events, it is critical that things work to showcase the product in the best possible light. At our last conference, prebuilt Navattic demos gave us the ability to confidently showcase product functionality without risk of potential failure. From this latest conference alone using Navattic, we created 30 opportunities resulting in significant pipeline generated.

On the presales side, with interactive product tours as a part of our sales rep playbook, solutions consultants are spending 30% less time on early stage demos and can now fully focus on higher value and more strategic deals.

SourceDay

Zapproved’s ZDiscovery platform is designed specifically for corporate legal teams to take control of ediscovery from the moment litigation is anticipated until the matter is resolved.

ZDiscovery platform creates a seamless way to add more control over data preservation, collection, and review projects to dramatically reduce spend on outside counsel.

Our product is easy to use and understand but we were challenged to get our solution in front of prospects. Given that our solution requires uploading and managing sensitive data, we were not able to launch a trial motion. We were looking for a way to showcase how easy to use our platform is as a differentiator in the market which got us looking at product tour solutions.

We are using product tours powered by Navattic in marketing nurture campaigns, SDR sequences, and re-targeting paid LinkedIn ads. These tours help to strengthen our narrative to showcase ease of use for our solution.

It has been very easy to build additional tours using the Navattic platform to showcase new features and modules in our product and get other teams engaged across our organization.

We have launched a highly successful outbound campaign to engage prospects who visited our product tour but did not set up time with our sales team. We have also seen strong results from cross-selling and up-selling existing customers after delivering targeted product tours.

We have seen clear ROI since launching our Navattic product tour resulting in over $100,000 in generated pipeline with new prospects that engage with our guided product tour experience.

Zapproved

Accord is a customer-facing collaboration platform helping B2B teams build repeatable, collaborative sales and onboarding processes.

We were looking to launch a new section on our website - a customer playbook gallery to showcase templates of how different teams are using Accord. In launching these new pages, we wanted to quickly roll something out without needing to engage engineering. Additionally, we wanted to make this section easily accessible for site visitors without needing product access.

We ended up choosing Navattic for this project because of the speed to build and launch with their easy-to-use platform. We were evaluating other vendors in the interactive demo space but in the same time it took them to get back to us for a discovery call, we had already built our first Navattic tour.

Today, we are using Navattic tours to power 

 on our website. This gallery provides an in-depth look at each of our playbooks consisting of content created from our customers. It has been a great way to showcase our product in a way that’s more interactive than static screenshots or product videos.

Navattic tours have been much faster to update and launch than a full product demo video. When compared to planning and building a product video, a Navattic tour is significantly easier because we can operate at a much faster speed and iterate and update sections as the product UI changes rather than rerecord and reedit video content.

In using Navattic to build our product tours, we went from a project that would require significant engineering time to zero. Our marketing team was able to build and launch a comprehensive product tour in a number of hours which would have equated to at least multiple days of engineering time if we tried to build a public demo environment from scratch.

Navattic enabled us to test and ship our idea that the playbook gallery would be of value to our ICP in a very fast and nimble way. Now, after launching, our playbook gallery has the lowest exit rate of any page on our entire website and our overall site conversion rate has increased by 36%. Navattic was key in helping us validate and deploy this project.

Accord

Traackr is the system of record for data-driven influencer marketing, providing the intelligence and tools needed to run impactful influencer marketing programs. Our platform enables marketers to invest in the right strategies, streamline campaigns, and scale global programs.

Our marketing and customer success teams needed a simplified version of our influencer marketing platform to give both prospects and customers a hands-on experience of our capabilities.

We ended up choosing Navattic for this interactive demo project because it’s easy to use, cost effective, and has solid capabilities for our marketing use cases.

We have several ungated Navattic walkthroughs on our website encouraging visitors to “take a tour” of Traackr’s capabilities. This inside look at the platform helps prospects understand how Traackr will help them solve their influencer marketing needs, and funnels interested prospects to our sales team.

Our customer success team also uses Navattic to support our online training academy. Navattic provides our customers with an engaging way to learn the different features and use cases of Traackr.

Overall it’s a better experience for us and our audience compared to video content because Navattic interactive demos are easier to create, update, and click through for end users.

Over the last few months we’ve had thousands of prospects visit our Navattic walkthroughs to experience product functionality firsthand. We have heard from prospects that these walkthroughs are engaging and a great preview of the product!

Traackr

PageUp is a powerful talent management platform with unique capabilities to transform hiring and engagement experiences for all. PageUp offers a full suite of modern tools to help businesses attract, engage, and retain high performing teams and deliver measurable results.

Prior to launching our Navattic tours, we were having a hard time showcasing our product’s ease-of-use early during the sales cycle. We did not have a way to easily show product simplicity resulting in some prospect confusion. We were looking for a solution to give prospects a pre-demo experience before they met with our team to improve market education and build a more qualified lead pipeline for our sales team.

We were able to launch multiple product tours on our website in a matter of weeks to showcase different features and product lines. These tours give a tangible product overview that prospects can easily access without the friction of a typical sales-led demo process. Our website product tours provide an engaging and simple solution for top-of-funnel leads that otherwise may have not engaged with the product.

We are also using product tours built on Navattic for demand generation and nurture campaigns via our outbound marketing sequences.

We are using Navattic product tours as a teaser to get prospective buyers to experience our product functionality much earlier in the sales process. This is resulting in more informed and qualified buyers that have seen our solution in a self-service capacity before ever talking to our team. Since launching our product tour on our website just a few months ago, we are already seeing real results with 8% of all leads that engage with the tour converting to a closed deal.

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