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The Ultimate Guide to Demo Platforms

Team Reprise
Team Reprise
demo platforms

Table of Contents

    Demos are the best way to showcase your product.

    Slideshows and screenshots are boring. POCs are long and expensive. Free trials gate your best features.

    The demo, however, is where your product can shine its brightest. It’s your chance to tell an engaging, value-driven story while showing your product in the best possible light. Best of all, you control the narrative.

    But that only works if you can control your demo environment.

    In the old world, glitches, slow-downs, and outages made every demo a nerve-wracking event, and the environments were filled with irrelevant data — if they had data at all.

    Enter demo platforms: purpose-built tools designed to make the demos realistic, reliable, and repeatable.

    The market for demo technology is exploding, with full mainstream adoption expected within the next 2-5 years. What started as simple product tours or videos has evolved into a sophisticated ecosystem of tools, including those with application overlays, HTML captures, application cloning, and data injection capabilities. This guide will help you navigate these options and understand which demo platform suits your needs.

    What Is a Demo Platform?

    A demo platform is software that allows businesses to create, customize, and deliver interactive demonstrations of their products. These platforms are designed to engage users, explain complex features, and ultimately drive revenue.

    Demo platforms come in many forms, each suited to different use cases. Whether you’re creating a self-guided product tour or running a live sales demo, these tools help you tailor your presentation to your audience.

    Types of Demo Platforms and Their Use Cases

    Not all demo platforms are the same. Different tools cater to different goals, industries, and stages of the customer journey. The best demo platforms allow you to create a mix of interactive product tours, sales leave-behinds, and live demos.

    Here’s a breakdown of the most common types of demo technologies today and how they’re used. For a more detailed analysis, check out our Buyer’s Guide to Navigating Demo Tech.

    Product Tours

    Product tours are interactive tours that show off features, benefits, and how the tool works. They help businesses explain what makes their product valuable to potential customers. By making the experience hands-on, tours show how a product can solve specific problems and meet customer needs.

    Tours can be used at different points in the buying process, though they tend to be top-of-funnel like on a website’s homepage or product page. They help build trust, show credibility, and clear up any doubts customers might have.

    Product tours fall into one of three main types of technology:

    • Demo Videos: Demo videos use recordings and screenshots of your product. Some tools let you edit the video, like adding questions that guide viewers to the most relevant sections for their needs. You can adjust details like logos or visuals to make the video fit specific audiences. Popular demo video providers include Consensus and Loom.
    • Screen Capture: Screen capture tools let you piece together screenshots to create a product walkthrough or story. They’re simple to use and don’t require coding, so they’re great for sales reps or marketing teams that need quick demos without help from engineers. This is where the majority of demo software providers land. Some of the top names include Arcade, Tourial, and Navattic.
    • HTML Capture: HTML capture tools let you show off your product’s interface by pulling in the actual frontend of your app. With HTML capture, users can click through the demo to explore features and get a better feel for the product. Some tools even let you edit the underlying code for more customization, giving the demo a live, interactive experience. Reprise and Storylane are cited as leaders for these types of demos.

    Live Sales Demos

    Live sales demos are real-time presentations to showcase the product directly to potential customers. The goal is to show the product in action and tell a value-driven story that moves the prospect closer to buying.

    Unlike pre-recorded videos and product tours, live demos are interactive and flexible. They allow the presenter to adapt the demo based on the customer’s questions or interests. Many live demo platforms let you use custom data to make the demo more relevant. This can be done in two ways:

    Live Production Environments: Using your actual app for a demo is a great way to show the latest version of your product. It’s always up-to-date, fully functional, and interactive. You can even customize it with data that matches the customer’s industry or needs.

    However, live app demos come with risks. If your app has bugs, outages, or changes unexpectedly, it could derail the presentation. Plus, multiple users in the same environment might interfere with each other.

    Self-Contained Demo Environments: This approach creates a copy of your app specifically for demos. It’s more stable and reliable because it’s separate from your live environment, which reduces the chance of disruptions. Even though it might not reflect the latest updates, it’s a safer option for high-stakes demos.

    Self-contained demos also allow for customizations, like updating charts or tables with data that’s relevant to the customer. They’re easy to reset and maintain, making them a popular choice for presales teams.

    Sales Leave-Behinds

    Instead of handing out static materials like PDFs, interactive sales leave-behinds offer a more engaging way to share product information. These leave-behinds are shareable, reusable, and trackable, giving your team insights into how decision-makers interact with them.

    In complex B2B sales, buying decisions often involve up to 11 people. Leave-behinds let decision-makers explore the product on their own and share the experience with others who couldn’t attend the live demo. They can also be tailored based on the customer’s needs.

    With analytics, your team can see who viewed the leave-behind and when, helping you follow up with better timing and context.

    How to Choose the Best Demo Platform for You

    With so many options available, selecting the right demo platform can feel overwhelming. Here’s how to make the best choice:

    Understand Your Business Needs

    Consider your audience, product, and industry. Do you need a live demo for technical buyers? Or do you want a scalable, self-guided tool for top-of-funnel prospects? Start by identifying your goals and aligning them with your sales process. For example, a SaaS company targeting enterprise clients may prioritize advanced customization and data injection capabilities.

    Compare Features and Pricing

    Evaluate platforms based on their functionality, scalability, and cost. Look for tools that meet your team’s current and future needs. Be sure to assess how the platform handles updates and whether its pricing structure supports growth, such as scaling up to handle more complex use cases or team members.

    Determine Customizability

    Customization is critical when choosing a demo platform. Assess whether the platform allows:

    • Basic text and image editing including prospect names or company logos, alongside advanced code editing capability to edit HTML, JavaScript, and CSS elements.
    • Data injection capabilities that allow you to either create your own data or inject synthetic data into your demo environment. You should have the flexibility to inject data either into a live production environment or self-contained demo environment.
    • The ability to support a demo program, including the creation of demo libraries for different industries, personas, or use cases.

    Prioritize User Experience

    Choose a platform that’s easy to use for both creators and viewers. An intuitive interface will save time and encourage adoption across your team. Platforms that offer the ability to create prebuilt templates and easy-to-use editing capabilities reduce the learning curve and help your team start creating impactful demos right away.

    Why Are Businesses Turning to Interactive Demo Platforms?

    Interactive demo platforms are becoming a go-to tool for modern sales and marketing strategies. They allow users to engage with the product, making it easier to understand its value. Unlike traditional demos, interactive platforms prioritize customization, personalization, and analytics, giving businesses insights into what resonates with their audience.

    This shift has been driven by evolving buyer preferences. B2B buyers now expect highly personalized content, and won’t make a purchase without it. Interactive demo platforms meet this demand by allowing teams to tailor every aspect of the demo to their prospect’s specific needs.

    Key Features of an Interactive Demo Platform

    Interactive demo platforms have some table stakes features like image editing and variables. Look for the ones that stand out because of their advanced features, such as:

    Customization and Personalization

    Some demo creation platforms offer basic editing capabilities such as the ability to add their name or company logo. Others with more advanced editing capabilities allow you to edit code elements (e.g. HTML, CSS, JavaScript) or inject industry-specific data to create a relevant and engaging experience.

    Engagement Analytics

    User interactions — such as clicks and time spent on each section. These insights help you understand what resonates with your audience, refine future demos, and prioritize follow-ups with high-interest prospects. Analytics can also help you identify new prospects in your buying committee, targeting your sales follow-ups.

    Seamless Integrations

    Ensure compatibility with your existing tools, like CRMs, marketing automation software, or analytics software, for a smooth workflow. In addition to out-of-the-box integrations, some platforms allow you to export data via API into a data warehouse or data lake, then push to another platform to create or update records. You can also trigger and automate sales or marketing actions based on prospect or customer actions.

    Benefits of Using Interactive Demo Platforms

    Interactive demo platforms offer businesses a competitive edge by improving engagement and streamlining the sales process.

    Increased Customer Engagement

    77% of B2B buyers will not make a purchase without personalized content. Hands-on, interactive experiences help users better understand and retain information, making your product more memorable.

    Faster Sales Cycles

    According to Gartner, “Replacing or augmenting demos of production applications with more easily customizable self-service or live, interactive demos can reduce the time and resources needed to create, schedule and present demonstrations, decreasing costs and shortening sales cycles.” By providing tailored demos, prospects see the value of your product sooner, speeding up decision-making.

    Better ROI for Marketing and Sales Teams

    Scalable and reusable demo content reduces the burden on teams while increasing effectiveness. Creating a scalable, repeatable demo program results in a 20% decrease in demos that require an SE.

    Best Practices for Creating Interactive Demos

    To make the most of your demo platform, follow these tips:

    Know Your Target Audience

    Tailor your demo to the specific needs, preferences, and pain points of your audience. Use insights from customer personas or sales data to craft relevant, relatable demos that resonate with prospects. For example, if your prospect is in healthcare, highlight industry-specific data, use cases, or compliance features.

    Prepare Templates and Industry-Specific Datasets

    Build reusable demo templates and synthetic datasets that can be quickly customized or swapped out for different use cases or audiences. Modular design in your demo program ensures flexibility, allowing you to add or remove sections based on the prospect’s priorities.

    Focus on Simplicity and Clarity

    Keep your demo streamlined and easy to follow. Avoid packing too many features into one presentation. Instead, focus on a clear narrative that aligns with the user’s journey. Break down complex concepts into manageable, digestible steps to ensure your audience remains engaged and informed.

    Incorporate Interactive Elements

    Integrate features like clickable hotspots, decision trees, and more to create an engaging experience. These elements not only make the demo more interactive but also give prospects a hands-on feel for your product’s capabilities.

    Use Analytics for Continuous Improvement

    Monitor user engagement metrics such as time spent on features, click-through rates, and drop-off points. Use this data to refine and optimize future demos, ensuring they align better with prospect preferences and pain points. Keep track of demos that result in won/lost deals so you can keep the high performers and refine the ones that aren’t working as well.

    End with a Call to Action

    Conclude your demo with a strong, clear call to action. Whether it’s scheduling a follow-up, signing up for a trial, or connecting with a sales rep, guide your audience on the next steps they should take.

    Create Unique Demos with an Interactive Demo Platform like Reprise

    Demo platforms are transforming how businesses interact with their prospects and close sales. Whether you’re targeting self-service buyers or running live sales demos, an interactive demo platform can help you show off your product while lowering customer acquisition costs.

    Tools like Reprise give enterprise teams endless flexibility to adapt to any demo scenario — from live demos to leave-behinds, self-contained demo environments and immersive product tours.  Here’s what makes Reprise unique:

    • Integrated Demo Platform: Eliminate demo silos across teams. Share and edit seamlessly, ensuring consistent messaging across demos regardless of format.
    • Data Injection for Live Demos: Only Reprise allows you to inject data into a live production environment or a self-contained demo environment.
    • Centralized Demo Management: Unlock collaboration and efficiency with a demo library that puts high-performing demos at sales and marketing’s fingertips.
    • Demo Program Analytics: Track demo engagement from initial touchpoints to decision stage, and make data-driven decisions to optimize your entire demo program.

    Ready to take your demos to the next level?
    Request a demo with Reprise today.

    FAQs

    What is the difference between an interactive demo platform and a traditional demo?

    Interactive platforms allow users to engage with the product, while traditional demos are static or one-sided presentations.

    How do enterprise businesses benefit from using a demo platform?

    Demo platforms help enterprises scale their sales efforts, personalize demos, and reduce prep time for their teams.

    Why are demos important in SaaS marketing?

    Demos showcase the value of a SaaS product, helping prospects understand how it solves their specific pain points.

    Are demo platforms suitable for industries outside of tech or SaaS?

    Yes! Demo platforms can be used in various industries, including healthcare, finance, and manufacturing, to showcase complex products or services.

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