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What is Navattic Demo Automation Software? Everything you need to know

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Amidst the evolving landscape of buyer behavior, reports show that a significant 75% now prefer a rep-free experience and 67% of the buying process occurs before engaging with a sales rep. The challenge, however, has been the mismatch of what buyers were looking for and what the vendors could offer. Buyers wanted a hands-on product experience while being able to access vague and watered-down product information on websites. 

The introduction of demo automation platforms like Navattic became the game-changer that addressed this gap. These platforms have swiftly become indispensable tools, enabling teams to deliver personalized, dynamic product narratives that resonate with the preferences of modern buyers.

Navattic allows marketing teams to create guided and interactive product walkthroughs with minimal effort. Its automated screenshot stitching, annotations, customizable UI, and robust analytics help marketing teams scale personalized demo delivery at the top of the funnel. With Navattic, teams can captivate prospects with a polished product narrative tailored to their use cases, engage anonymous website visitors, and drive them further down the conversion funnel. 

In this guide, we'll cover everything you need to know about Navattic - from its key capabilities to who can benefit from it and how they can get started.

The evolution of demo automation tools

The concept of demo automation has evolved significantly over the recent years, driven by the need to streamline the sales process and improve efficiency. Traditionally, product demonstrations were labor-intensive, requiring significant time and effort from sales engineering teams to prepare and present. Above all product demos were only reserved for face-to-face interactions after several meetings with the sales teams. The advent of demo automation platforms (DAPs) has revolutionized this process. These platforms automate the creation of product demonstrations while making them available on demand. This makes the demos available for the prospects at the very first contact with the vendor, even before meeting the sales teams. 

The evolution of demo automation tools has been marked by increasing sophistication and functionality. These tools have evolved to cater to a variety of use cases, with varying levels of technical complexity. This has not only made the demo creation process more efficient but also enhanced the overall demo experience for the buyers.

What is a Navattic demo automation tool?

Navattic is a demo automation software that enables marketing teams to create interactive, controlled, and consistent product demos without the need for coding. It is designed to provide prospects with an engaging, hands-on experience of a product, helping to excite and qualify those who wouldn't traditionally receive a full product demo. The tool is used to increase website conversion and improve lead qualification. 

Focusing on the marketing use case, Navattic offers a wide range of integrations with marketing tools, helping marketers improve the MQL quality. 

Which teams use Navattic and for what?

Navattic is specifically designed to cater to the marketing use cases. It specializes in interactive product tours helping disqualify window shoppers and identifying high-quality discovery leads.

Who in the organisation will benefit most from using Navattic? 

1. Marketing Teams

Marketing teams leverage Navattic to activate customers and prospects by embedding interactive product tours on websites and product pages. This helps in optimizing the marketing funnel, driving users straight to the product's value, and filling conversion gaps, ultimately leading to better engagement and lead conversion.

2. Product Marketing Teams

Product teams use Navattic to share product launches and new feature walkthroughs with customers, providing an engaging alternative to traditional documentation. This helps in training and engaging customers with self-guided, hands-on assets that are kept up to date with the product, aligning with the brand's story and messaging.

3. Growth and Demand Generation Teams

Teams focused on growth and demand generation use Navattic to optimize their funnels by driving users to value and engaging them sooner in the sales cycle. By replacing static screenshots with interactive demos, they can speed up the sales cycle and engage leads more effectively.

What are the key features of Navattic?

Navattic offers a variety of features to help sales and marketing professionals create and manage product demos. Here are some of the key features of Navattic:

  • No-Code Interactive Demo Creation: Navattic allows users to create interactive demos without any coding, making them accessible to non-technical team members.
  • Pixel-Perfect Screen Capturing: The platform can capture any web application in a pixel-perfect state, maintaining hover states, animations, and other dynamic interactions.
  • Storyboard Builder: Users can combine their captures in Navattic's Storyboard Builder and add text callouts to guide users through the demo.
  • Demo Personalization: Navattic offers Global Find & Replace and Personalization variables, allowing users to personalize their demo for different audiences at scale.
  • Brand Customization: Users can customize the appearance of their demo to match their product's look and feel, including colors, fonts, and more.
  • MarTech Stack Integrations: Navattic can be integrated with CRM and other marketing tools like Hubspot, Salesforce, and Marketo to sync engagement data with existing go-to-market workflows.
  • Engagement Analytics: The platform provides insights into how visitors interact with the demo, including CTA clicks, drop-offs, and time spent on each step.
  • Account Reveal: Navattic can turn anonymous website visitors into revealed target accounts enriched with firmographic data, aiding in tailored outreach.

How does Navattic work?

It is easy to get started with Navattic software. The following steps will guide you through the process of signing up and creating your first demo:

Step 1: Sign Up for an Account

  • To begin using Navattic, users must sign up for an account. This initial step is straightforward and allows access to the platform's features for creating interactive demos.
  • Navigate to the Navattic website and click on “Get a Demo” to initiate the sign-up process.
  • There is no free trial or free version available.

Step 2: Capture Your Product

  • Once signed up, users can start capturing their product's interface to build the demo.
  • Use Navattic's screen-capturing feature to take snapshots of your product.
  • Ensure captures include dynamic interactions like hover states and animations for a realistic experience.

Step 3: Build the Demo

  • After capturing the necessary screens, users can construct their interactive demo using Navattic's tools.
  • Assemble the captured screens using the Storyboard builder.
  • Add text callouts and overlay guides to direct users through the demo.

Step 4: Personalize and Customize

  • Navattic allows for personalization and customization to ensure the demo aligns with different audiences and maintains brand consistency.
  • Utilize Global Find & Replace and Personalization variables for large-scale personalization.
  • Customize the demo's appearance to match your brand's visual identity.

Step 5: Integrate with CRM and Analytics

  • To maximize the demo's effectiveness, integrate it with CRM platforms and analytics tools.
  • Connect Navattic with CRM systems like Hubspot or Salesforce to sync engagement data.
  • Use analytics to gain insights into user interactions and demo performance.

Step 6: Share Demos via Distribution Options

  • Finally, users can distribute their interactive demos to prospects and customers through various channels.
  • Share the demo link directly with prospects or embed it on your website.
  • Utilize the "Share" step in the demo to prompt prospects to schedule a personalized walkthrough.

Read the Navattic documentation to understand the detailed demo creation process. 

What are the benefits of using Navattic?

With Navattic, sales and marketing professionals have access to a variety of benefits. Let’s have a look at some of them.

  • Increased Conversion Rates: Navattic's interactive demos help to increase conversion rates by providing prospects with a hands-on experience of the product, allowing them to explore a guided version of the application at their convenience.
  • Shortened Sales Cycle: By presenting product demos in an attractive and engaging way, Navattic helps to shorten the sales cycle, making the sales process more efficient and convenient.
  • Personalized Outreach: Navattic's demos can be personalized for different audiences, allowing for tailored outreach that resonates with the prospect and increases the likelihood of conversion.
  • Integration with CRM and Analytics Tools: Navattic can be integrated with CRM platforms like Hubspot, Salesforce, and Marketo, as well as analytics tools, allowing for a seamless flow of data and insights.
  • Enhanced Brand Storytelling: Navattic allows companies to tell their brand story in a more engaging and interactive way, enhancing their brand image and making a lasting impression on prospects.
  • Streamlined Content Creation: With Navattic, creating interactive content is streamlined, enabling marketing teams to produce high-quality demos without the need for extensive technical skills or resources.

Which tools does Navattic integrate with?

Navattic is integrated into the following go-to-market stack:

CRM Tools

  • Salesforce: Enables the creation of new leads or opportunities and syncs real-time visitor engagement data to create Salesforce dashboards and workflows.
  • Hubspot: Allows for the creation of new leads or opportunities, syncs real-time visitor engagement data, and helps create Hubspot dashboards and workflows.
  • Marketo: Facilitates the creation of new leads or opportunities, syncs real-time visitor engagement data, and aids in creating Marketo dashboards and automation.

Analytics Tools

  • Google Analytics 4 (GA4): Treats interactive demo events like any other website events, helping to analyze how an interactive demo affects your website funnel.
  • Mixpanel: Pinpoints highly engaged users and provides insights into popular features and messaging that encourage conversion.
  • Amplitude and PostHog: Allows you to send demo events to these third-party services for further analysis.
  • Segment: Tracks user conversion, drop-off, and completion events, and merges all data sources for comprehensive analysis.

Automation Tools

  • Zapier: Syncs with leads or opportunities, sends leads and engagement data to any part of your stack, and uses Navattic events as conversion goals.
  • Bombora: Alerts your team when prospects hit a certain threshold, enabling hyper-targeted outreach.

What are the top 5 Navattic alternatives?

Even though Navattic is unique in some ways, there are several Navattic competitors to consider if you want to automate your demo. The following are the top 5 Navattic alternatives, each with its own unique characteristics:

Demoboost

Demoboost is a powerful alternative to Navattic, offering unrivaled prospect engagement in on-demand use cases, such as video narrative and collaboration. Demoboost stands out with superior integrations offering and wider coverage of the use cases. Demoboost offers targeted functionalities for lead engagement and qualification  (Choose Your Own Journey, Video Narrative, Comments & Collaboration) as well as sales use case support (Speaker Notes for Live demos, Channel Partner sharing options, and sales specific analytics).

Demoboost is not only a demo automation platform, but also a demo building expert who acts as the extension of the team, helping with demo building and perfecting. 

Read more here: Demoboost Vs Navattic

Saleo

Saleo is another Navattic alternative that stands out by utilizing your existing live environment and directly transplanting data into the platform. This eliminates the common problem of demos "breaking off" from all the data that powers the full product, which tends to create a more seamless and realistic demo experience. Saleo's no-code solution allows users to personalize any page in their product demo, even when integrated with another solution. This makes it a great tool for creating customized and personalized demo experiences. Read more here: Saleo Vs Navattic.

Reprise

Reprise is a more expensive alternative to Navattic, but it covers interactive demo use cases more comprehensively and prioritizes building for larger teams. It is better suited for advanced demo building teams as the interface is rather complex. Reprise has a greater focus on security and enterprise readiness. Reprise also offers case analytics, keyword search, discussion threads, and more. If you have highly specific requirements and value the security and general enterprise focus, then Reprise is likely worth the higher price tag and effort to set up. Read more here: Reprise Vs Navattic.

Walnut

Walnut is a Navattic competitor that caters better to sales teams, with more features for personalization and feedback. It simplifies the process of creating and managing demos by providing a user-friendly platform that also provides users with insights and statistics to help optimize demos and improve sales. Walnut offers easy integration with CRM tools such as Salesforce and HubSpot, so there is minimal setup and configuration required. If your primary use case is to provide a platform for your sales team to deliver quick, reliable, and personalized demo experiences, then Walnut is an ideal Navattic alternative. Read more here: Walnut Vs Navattic.

Consensus

Consensus is Navattic’s competitor, which focuses on buyer enablement. Consensus specialises with video demos which are less interactive than the Navattic’s demos. The stand-out feature vs. Navattic is the Choose Your Own Journey capability - which allows for better qualification and buyer experience. Consensus also provides detailed analytics on how each viewer interacts with the demo, giving sales teams valuable insights into buyer behavior and interest levels. Read more here: Consensus Vs Navattic

Navattic Pricing

Navattic offers two main pricing plans, which are based on the size of the company and the features required:

  • Base Plan: Priced at $500 per month, this plan is designed for companies with up to 100 employees. It includes base features that allow teams to create and share interactive product demos.
  • Growth Plan: Priced at $1,000 per month, this plan is suitable for larger companies. It includes additional features such as Single Sign-On (SSO) and dedicated success managers/coaching.

Both plans include unlimited demos, demo views, and user seats. Navattic also offers a startup plan, the details of which can be obtained by contacting the company directly

Interactive Demo White Paper, 2024

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author
Ritesh Shetty
GTM - Technology Analyst

Ritesh is a marketing professional who has spent his career at the intersection of product, technology, and SaaS companies. He has a passion for technology, a deep understanding of the latest innovations, and loves to reflect and share his ideas.

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