State of Demo Automation 2026

This report looks at demo management and setup, best practices when using demo automation, and its impact on the sales cycle.

For the past four years, we’ve created a State of the Interactive Product Demo Report to see how marketers use interactive demos on their websites.

With a fast-growing number of sales and sales engineers adopting Navattic for demo automation, this year, we wanted to see how SEs demo in their day-to-day and how they are using automation at different points in the sales cycle.

Between 40k+ demos created on Navattic in 2025, buyer engagement data, and survey data from 70+ SEs conducted with the Presales Collective, this report looks at typical SE demo management and setup, best practices when using demo automation, and its impact on the sales cycle.

How do SEs Demo in 2026?

There’s a clear gap between the highest-impact work sales engineers are capable of - designing tailored, consultative demo experiences for high-value deals and strategic accounts - and how they actually spend their time day to day.

Instead of acting as strategic advisors focused on complex, high-value opportunities, many SEs are stuck delivering the same core demos repeatedly, leaving less time for the deals that matter most. According to our survey of 70+ sales engineers, they are spending significant time on repetitive demos.

94% conduct repetitive demos at least sometimes, while 34% report they are often conducting repetitive demos. Only 6% never conduct repetitive demos.

Frequency of Repetitive Demos
94% of SEs conduct repetitive demos at least sometimes
Showing frequency of repetitive demos by % of respondents
Hover over the chart to see the % of respondents
State of Demo Automation 2026

34% of respondents also said their standard demo has little to no customization.

SEs conduct an average of 7 demos per week. A standard demo (including prep) takes an average of 3.6 hours, which means an SE could be spending anywhere between 11 and 25 hours a week on prepping and running standard, repetitive demos. Instead of time spent where it matters most - tailored, proof of value demonstrations to close deals.

Demos Per Week
SEs conduct an average of 7 demos per week, with 3-5 demos as the most common range.
Showing demo range (x-axis) by % of respondents (y-axis)
Hover over the chart to see the % of respondents
State of Demo Automation 2026

On the flip side, for SEs who are doing custom demos, they take twice as long as a standard demo and are reported as the most time-intensive task.

This also impacts the buyer experience - most often prospects need to wait for SE availability to see the product. Most often, it takes 2 calls before a prospect connects with an SE.

Below, we’ll dive further into those survey results and how demo automation can help free up SE time, so they can focus on more strategic, custom demos.

How Demos Impact SEs Work?

Survey Demographics: What Products and Industries Require SE Demos

This section draws on survey data from 70+ sales engineers and presales professionals, collected in December 2025 and January 2026 with the Presales Collective. Respondents represent a range of B2B SaaS companies across company sizes and industries.

Most of the sales engineers surveyed were individual contributors and managers who sell moderately complex enterprise software.

This section looks at the demographics of those who completed our survey.

Company Size Distribution
The majority were mid-market companies (51-5k employees)
Showing company size distribution by % of companies
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State of Demo Automation 2026
SE Role and Seniority
The majority were individual contributor SEs or managers
Showing role (x-axis) by % of respondents (y-axis)
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State of Demo Automation 2026
Industry Distribution
The most common industry was enterprise SaaS companies
Industry Distribution% of Respondents
Enterprise Software49%
Marketing Technology9%
Financial Technology (FinTech)7%
Cloud Infrastructure & Services7%
AI/Machine Learning7%
Human Resources Technology5%
Data Analytics & Business Intelligence5%
Other12%
State of Demo Automation 2026
SE Team Size
The majority had teams of 1 - 10 SEs
Size of SE Team% of Respondents
1-321%
3-1032%
11-2511%
26-5015%
51-1004%
101-2004%
200+13%
State of Demo Automation 2026
Average Product Complexity
The majority of products surveyed were moderately complex
Showing product complexity by % of respondents
Hover over the chart to see the % of respondents
State of Demo Automation 2026

SE Team Setup

This section looks at the most common structure for an SE org and the demo activities they perform on a week-to-week basis.

SEs most often support 3 AEs and spend most of their time on custom demos, followed closely by standard demos. On average, they perform 7 demos a week, majority are moderately customized. However, 94% of SEs also report conducting repetitive demos.

AE:SE Ratio
The most common ratio is 3:1; most organizations have SEs support between 2-5 AEs
Showing AE to SE ratio by % of respondents
Hover over the chart to see the % of respondents
State of Demo Automation 2026
Pre-Sales Activities by Time Investment
Survey respondents categorized their weekly time investment across different pre-sales activities as High, Mid, or Low.
Activity TypeHighMidLow
Standard Demos25%51%24%
Custom Demos33%52%15%
POCs/POVs26%24%50%
State of Demo Automation 2026
Frequency of Repetitive Demos
94% of SEs conduct repetitive demos at least sometimes
Showing frequency of repetitive demos by % of respondents
Hover over the chart to see the % of respondents
State of Demo Automation 2026
Demos Per Week
SEs conduct an average of 7 demos per week, with 3-5 demos as the most common range.
Showing demo range (x-axis) by % of respondents (y-axis)
Hover over the chart to see the % of respondents
State of Demo Automation 2026
Standard Demo Customization Level
A majority of standard demos are moderately customized
Showing demo customization by % of respondents
Hover over the chart to see the % of respondents
State of Demo Automation 2026

Demo Impact on the Sales Cycle

This section looks at how demos impact the overall sales cycle and how many demo touchpoints are required to close a deal.

The average sales cycle takes 6 months, with 3 demos on average required to close (4 - 5 demos is the most common range). A standard demo (including prep) takes on average 3.6 hours of SE time, and custom demos 7 hours.

Demos Required to Close
Deals take an average of 3 demos to close. The most common range is between 4 - 5 demos.
Showing number of demos (x-axis) by % of respondents (y-axis)
Hover over the chart to the % of respondents
State of Demo Automation 2026
Hours Per Demo by Type
Custom demos require nearly 2x the time of standard demos
Showing hours per demo and demo prep (y-axis) by demo type (x-axis)
Hover over the chart to see average hours of SE time
State of Demo Automation 2026
Time Until SE Joins Call
On average it takes 1.6 calls for an SE to join and a median of 2 calls.
Showing number of calls (x-axis) by % of respondents (y-axis)
Hover over the chart to see the % of respondents
State of Demo Automation 2026
Sales Cycle Length
The average sales cycle time is 6 months. The most common range is between 2-6 months.
Showing number of months (x-axis) by % of respondents (y-axis)
Hover over the chart to see the % of respondents
State of Demo Automation 2026

Demo Environment Maintenance

This section looks at how many SEs have a separate demo environment, the setup required, and dedicated resourcing.

The majority of SEs have a dedicated demo environment; however, only 39% have dedicated resourcing. On average, maintaining demo environments takes 3 hours a week per person and is most commonly manually refreshed.

Environment Breakdown
The majority of SEs have a separate demo environment
Showing separate demo environment by % of respondents
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State of Demo Automation 2026
Dedicated Demo Engineering Resources
The majority of SE teams do not have dedicated demo resources
Showing demo engineering resources by % of respondents
Hover over the chart to see the % of respondents
State of Demo Automation 2026
Environment Maintenance
Teams spend an average of 3 hours per week per team member maintaining demo environments. The most common amount is 2 hours per week.
HoursPercentage
0 hours17%
1 hour25%
2 hours27%
3 hours5%
4 hours12%
5 hours3%
6 hours2%
7 hours2%
8 hours5%
10 hours2%
25 hours2%
State of Demo Automation 2026
Demo Data Management
The most common way SEs update their demo environments is through manual updates
Showing data management method (x-axis) by % of respondents (y-axis)
Hover over the chart to see the % of respondents
State of Demo Automation 2026

Best Practices for Automated Demos

This section draws from 40k+ demos created on Navattic in 2025 and corresponding CRM buyer engagement data to identify the best ways to reduce the need for repetitive demos and free up SE time for strategic engagements.

What is Demo Automation?

Demo automation reduces the need for repetitive overview demos by giving prospects access to your product earlier in the sales cycle.

Typically, this is done through one of three ways:

  1. Self-service interactive demos that prospects can use to explore key features and talk tracks before or after a live sales call
  2. Video content that walks prospects through key workflows and value moments
  3. Sandbox demo for sales reps to show a high-level cloned version of the product on a live sales call

They also present prospects with a modular option upfront to choose the parts of your product they are most interested in.

This gives prospects a custom self-paced demo to explore on their own time, and gives SEs and reps earlier discovery data.

Here is an example of what an automated, interest-based demo looks like


Automated Demo Setup

This section looks at when you’re sharing an automated demo, what is the most common setup and structure for that demo.

The majority of automated demos are interest-based, meaning the prospect can choose what they want to view upfront. Interests are usually by use cases, product lines, or features. Most commonly, demos have between 3 and 10 interests.

Interests are a way to show different features, use cases, or product lines within one demo.

Interest-Based vs Standard Demos
The majority of demos shared are interest-based demos
Showing demo type by % of demos
Hover over the chart to see the % of demos
State of Demo Automation 2026
Interest Count Distribution
The most common range is between 3 to 10 interests
Number of interests% of respondents
215%
3 - 527%
6 - 1027%
11 +32%
State of Demo Automation 2026

Demos can also be personalized by the prospect's name, company, or by actually no-code editing the data within the demo environment.

Demo Editing and Personalization
Personalized demos have a 48% increase in view rate
Showing demo type (x-axis) by view rate (y-axis)
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State of Demo Automation 2026

When sharing a demo, you can choose how the recipient is able to access the demo. The recipient can either:

  1. Fill out their name or email
  2. Self-register to automatically be entered into the demo, or request access
Recipient Form Gating
The majority choose the easiest experience for the end user - entering their name and letting them enter automatically
Gate type% of demos
Name gate + self-register70%
Email gate + self-register18%
Email gate + request access9%
Name gate + request access2%
State of Demo Automation 2026


Demo Automation Sales Impact

This section pulls CRM opportunity data from customers using our demo automation solution, Launchpad, to see how automated demos shared during the sales cycle impact sales length and win rates.

Deals that include automated demos have a 6% higher win rate and 19 day faster sales cycle. Win rates can reach 72% when demos are sent within the first 14 days. Sending 2-3 automated demo touchpoints in a sales cycle can also get win rates to 72%.

Time Spent Per Demo
The average time spent within an automated demo is 5 minutes and 5 seconds
MetricTime
Average per share link5 minutes 5 seconds
State of Demo Automation 2026
Win Rate by Touch Count
The highest win rate occurs when a deal has 2 to 3 automated demo touches
Showing demo touch count (x-axis) by win rate (y-axis)
Hover over the chart to see the win rate
State of Demo Automation 2026
Win Rate by Demo Timing
The highest win rate occurs when a prospect is sent an automated demo within 14 days of the deal being created
Demo timingWin rate
No demo touch59%
First touch within 14 days of creation72%
First touch 15 or more days after creation66%
State of Demo Automation 2026
Demo Sharing Impact on Cycle Time
Deals with shared demo sessions close 19 days faster on average than deals that do not share automated demos
Showing demo sessions (x-axis) by average number of days to close (y-axis)
Hover over the chart to see average days to close
State of Demo Automation 2026

Takeaways: Top SE Demo Use Cases

This section recaps best practices for how to use demo automation in different parts of the sales cycle.

Pre-Call Discovery

Prospects typically connect with an SE after 2 calls. Automated demos can fill this gap by providing early product access and getting more discovery data from them, setting your team up for more success on that first SE-led call.

Benefits:

  • Buyers self-qualify and arrive at SE calls with product knowledge
  • SEs can skip generic overviews and start with deeper conversations
  • Qualification improves as low-fit prospects self-select out earlier

Sales cycle impact: Demos that are sent within the first 14 days of creating a deal have a 72% win rate, compared to 59% for deals without demo touches.

Pre-call demo setup: If you are going to send a demo for pre-call discovery, we recommend an interest demo with 3-10 interest areas so prospects can choose what part of the product they want to explore.

Post-Call Enablement

With deals requiring 3 demos on average to close, automated demos serve as follow-up resources to help speed up the sales cycle after the initial SE led demo. They let buyers explore independently, share with stakeholders, and build internal consensus.

Benefits:

  • Champions have custom and engaging leave-behind material
  • Demo sharing uncovers additional stakeholders
  • Technical evaluators have more self-service resources
  • The buying committee has reference material they can return to

Sales cycle impact: The average sales cycle (according to survey respondents and our data) is around 5 to 6 months, while deals with demo touches have a sales cycle of around 4 months and close on average 19 days faster. The highest win rate for deals with demos (72%) also occurs when there are 2 to 3 demo touches within the deal.

Post-call demo setup: If you are going to invite multiple stakeholders, make it as frictionless as possible for them to view the demo by only asking for their name and letting them self-register. Also consider personalizing the demo data for that specific person or account.

Feeling inspired to try demo automation?

Learn more about our demo automation platform, Launchpad, that lets SEs and sales:

  1. Store and organize all your demo assets in one place
  2. Create custom modular demos from anywhere
  3. Receive real-time deal alerts on demo engagement
  4. Tie demo engagement to revenue in your CRM

Turn demos into deals.

Build interactive product demos that engage buyers and close deals faster.