Sharing demos
When to share demos
Tips and best practices for when to share demos in the sales process.
Interactive demos can be used at any stage of the sales process, from initial contact to closing the deal. They can help to build trust, demonstrate value, and provide a more personalized buying experience.
Sharing interactive demos throughout the sales cycle can be a new paradigm for sales reps. Following these recommendations can help you get the most out of Navattic.
Learn more about how to use demos for pre-call discovery before a scheduled call here:
This approach helps reinforce relevance and encourages broader stakeholder involvement.
When to send a demo
One of the best times to share a demo with a prospect is before a scheduled call (pre-call discovery). Sharing a demo before a scheduled meeting allows prospects to educate and qualify themselves in advance. When positioned effectively, the demo can also be shared internally, helping bring additional stakeholders into the conversation. If the prospect engages with the demo ahead of time, the sales rep gains valuable insights into Interest levels and viewer behavior—enabling them to tailor the conversation and focus on the most relevant areas during the meeting.One of the best times to share a demo with a prospect is before a scheduled
call (pre-call discovery).
Other use cases to consider
We recommend considering using interactive demos at the following stages:- Outbound: Use interactive demos to explore the use cases and benefits of your product with potential customers.
- Pre-call discovery: Use interactive demos to explore the use cases and benefits of your product with potential customers.
- Qualification demo: Use an interactive demo as a Qualification tool when a prospect requests a demo before involving technical sales reps (SEs).
- Live Demo: Present demos on live demo calls.
- Post-call followup: Send relevant followup demos to prospects after the call.
Follow up with prospects
Following up is essential — the modern buyer evaluating software is busy and might have forgotten to open the demo. We recommend creating a reminder to follow up two days after sending a demo if there hasn’t been any activity. After two days:If the prospect has viewed the demo
This is a great opportunity to invite the prospect to share it internally with other stakeholders or schedule a meeting.If the prospect has not viewed the demo
Encourage them to try the demo so they’re prepared for your upcoming conversation.Following up is essential — set a reminder to follow up two days after
sending a demo.
What to do after the prospect views the demo
When a prospect views a demo, you’ll receive an Email alert as soon as the session has ended. In the email, you’ll receive insight of what the prospect is interested in. We recommend viewing these interests before hopping on a call to get an idea of what information to prepare in advance. You can also use interests to follow up with other more relevant content. Here are a few things to consider when following up:- Speed to lead. Act quickly when you receive a demo view alert. Prompt follow-up keeps the momentum going before the prospect’s interest may fade. Timely outreach is often the difference between a missed opportunity and a meaningful next step.
- Understand what the prospect cares about. Use the Interest insight from the demo to quickly understand the prospect’s motivation. This will help you tailor your follow-up message and prepare relevant content.
Pre-call discovery viewed demo email
I noticed you spent time exploring {Interest}—it seems like that’s a key area
of interest. Is there anyone else on your team who would benefit from seeing
the demo or joining our upcoming call?
Example email for pre-call discovery. Take a look at the below use case
guides for how to craft emails based on the stage of the sales process.