Demo Automation Decoded

The Ultimate Presale Guide to Market Clarity

Introduction

In the fast-paced world of software sales, presales teams are constantly seeking ways to create more engaging, personalized, and effective product demos. Demo technology has become a must have tool for presales professionals with the increasing demand for tailored experiences. As expectations for exceptional demos rise, sales engineers must achieve greater impact with fewer resources and less preparation time. To address these challenges, SaaS companies are adopting innovative demo automation and sales demo platforms, which is an ever evolving landscape.

The Evolution Of Demo Technology

SaaS demos have changed tremendously over the years. The evolution and category explosion of demo technologies mirrors the broader digital transformation of sales. 
Today, presales teams can engage customers anywhere, anytime, using various demo tools – both synchronous and asynchronous.
With over 40+ tools and solutions available, each offering different features and capabilities, and having unique points of market entry,  it can be challenging for presales teams to identify the right fit for their needs. To better understand this evolution, let’s take a closer look at the key milestones in the demo tech timeline:
However, the rapid growth and diversification of the demo technology market have led to a crowded and often confusing landscape.

Demos through the years

2010

Interactive videos, shared via links, allow viewers to engage with an asynchronous overview at their own pace. They aim to automate repetitive presentations and let viewers choose the demo’s direction through a series of self-guided questions. They also allow presenters to be recorded, often featuring a visible presenter who provides voiceover guidance throughout the video.

2020

First generation product tours were predominantly static screenshots with tooltips as guides, and limited functionality.  Product tours have since evolved to be more responsive, capturing HTML & CSS and layering tooltips, modal windows, interactive embeds and elements of personalization.  Intent and tracking data has also improved.  The vast majority of today’s Demo Automation category on G2 is made up of this variant of demo software.

2020

Cloning was a natural progression of product tours as vendors began to replicate and copy the responsiveness of the SaaS front-end, and then elements of the backend.  Sandbox demos gained traction, offering a way for prospects to explore product features in an isolated environment. Customizable but limited in scalability, these demos allow an end user to gain hands-on access to a demo.

2021

The latest evolution of sales demos has shifted toward live demos where the live SaaS application is used to create the demo. Live demo technologies allow real-time customization and navigation without the limitations of cloning or sandboxing. These advancements create more engaging and effective demos, enhancing product value and driving better sales outcomes.

Demo technology throughout the selling lifecycle

The ability to effectively showcase your product throughout the different stages of a sales cycle is crucial. Different stages call for different demo methods, each tailored to address specific needs and objectives.

Let’s explore the key use cases and demo types that can enhance your sales strategy throughout the entire selling lifecycle.

Interactive videos

Interactive video demos are ideal for prospects in the early Awareness and Interest stages, offering product exploration without scheduling a live session.

Cloning/sandboxing

Cloning is used in the Consideration phase to show how the product functions in the customer’s environment, while sandboxing offers prospects hands-on experience in a standalone environment.

Product tours

Product tours let prospects explore features at their own pace, making them effective in the Awareness and Interest phases for an introductory understanding. They can also be used during the Adoption phase.

Live

Live demos provide real-time interaction with prospects, addressing specific questions and demonstrating product features within the native product. They are essential for engaging prospects during critical stages of their journey when detailed interaction is needed and relevancy gleaned from the discovery phase.

Creating clarity out of confusion: what exactly is a “live” demo?

Live demos have emerged as a powerful tool to meet evolving buyer expectations. With sellers capturing only 17% of a buyer’s time and  85% dismissing those who don’t deliver tailored information, live demos are crucial. They engage buyers in real-time, answering questions and differentiating from competitors. Live demos enable presales teams to tell compelling, data-backed stories, creating tailored experiences that address unique buyer challenges. This authentic showcase of the product helps illustrate how the solution aligns with the buyer’s goals and solves specific pain points, making it easier to justify the investment.
However, the growing demand for live demos has led to a crowded technology landscape, with vendors offering various solutions under the “live demo” umbrella. This inconsistency creates challenges for presales teams when researching and selecting the right tools. To bring clarity, it’s essential to establish a standard definition of what constitutes a true live demo:

Live Is Not

Copy or clone of your live product
Generic one-size fits all experience
Focused on interactive leave behinds
An asynchronous interaction
Using a product tour during a live demo

Live Is

Using the authentic live product
Live data to personalize the demo story
Power to navigate anywhere and do anything
Real-time interaction with buyers
Best for relationship building & closing deals
As buyer expectations continue to evolve, the demand for authentic, data-driven live demos will only grow. Presales teams that embrace this approach will be better equipped to enable buyers, build stronger relationships, and drive more revenue in an increasingly competitive marketplace.

Comparing The Tech

Currently, the market defines two methods for creating live demos: Overlay and Data Injection. Although Data Injection has often been called ‘Demo Augmentation’ or ‘Data Simulation,’ we’ll use ‘Data Injection’ for this guide.  Let’s explore each in detail.

Overlay demos

Overlay technology applies edits to the HTML layer of your live product. This is similar to applying custom skin to a piece of software – you can change the way it looks but you are not changing any underlying data or functionality. Since you are only changing the superficial layer, changing a data point in a graph table, metric or workflow requires manual adjustments across all instances, making the editing process cumbersome and in most cases, not technically feasible..

Cons

Static data, resulting in a less dynamic experience
Limited customization based on real-time data and interactions
Reliance on vendor to support complex demo data edits
Compatibility issues with iFrames, ShadowDom, and BI tools

Pros

Easy setup since technology only changes basic HTML items
Visual cues and annotations for product navigation
Overlay demos are particularly useful for creating limited personalized demos, but they fall short in providing the level of personalization and interactivity offered by data injection solutions.

Data injection into live products

Data injection represents the pinnacle of live demos. It injects real-time data directly into live SaaS products, enabling fully customizable, data-complete demos without backend code changes. By interpreting API calls and customizing the data sent to the front end, you can modify your demo on the fly. This creates the most realistic and authentic emulation of how the product functions in the real world – because it is the actual product.
When combined with a sophisticated modeling engine, every element of the live product, including tables, graphs, and workflows, becomes customizable by the sales engineer or solutions consultant, allowing for an authentic and dynamic presentation.

Cons

Only available for SaaS products, requires live internet connection and API access

Pros

Dynamic data for an authentic experience
Ability to edit complex data without vendor support
High customization capabilities for personalized demos
Scalable for different products and complex use cases
Uses your live product, not a copy or a clone
Data injection is the only method that truly uploads the definition of a live demo, as it works with the live product and real-time data.

How they compare

Features
Live Product
API Layer
Text, Image, HTML Edits
Demo Data Control
Linked Data Edits
Use Case
Overlay
Data Injection

Data injection spans the demo lifecycle

Injecting data into your live product transforms your native product, making it more relevant and versatile across various downstream formats like videos, product tours, cloning, and live demos.
This approach provides high-quality, easily editable data, eliminating time-consuming data generation and simplifying customization. Data injection gives complete control over the demo story, allowing presales to quickly tailor demos to specific prospect needs, industry verticals, or use cases, making personalization practical and scalable.
Data Injection

Conclusion

The evolving, competitive nature of software sales has driven presales teams to use various demo technologies to meet buyers’ expectations and internal growth targets. This has led to a surge in demo tools, each designed for specific purposes.
Presales teams are constantly asked to achieve more results with less resources. The growth-at-all-costs mindset has shifted to profitability and scalable efficiency. Adopting a demo solution helps meet buyers’ expectations for authentic, personalized, and data-driven demos, while also enabling the team to scale effectively. 
When evaluating demo software, prioritize solutions that offer customization, ease of use, and robust technical features. Equipping your presales team with the right tools enables engaging, personalized demos that differentiate your product, build stronger prospect relationships, and drive more revenue.

INTERACTIVE VIDEOS

offer self-paced exploration 
for early-stage prospects

CLONING + SANDBOXING

allow hands-on interaction 
in controlled environments

PRODUCT TOURS

provide self-guided, 
feature-focused experiences

LIVE DEMOS

enable real-time, personalized presentations that address specific buyer needs

Stop Loosing Deals to Poor Demos

Your product deserves better than static mockups and broken workflows. Give your sales team the tools they need to showcase your product’s true value.

Demo AI Effectively

A Sales Guide to Showcasing AI Product Features

With 92% of businesses planning to adopt AI-powered software and over 80% of enterprises expected to implement AI by 2026, mastering AI demos has become essential for staying competitive. These exciting new features can present unique challenges when trying to demonstrate the efficacy. 

Our ebook, Demo AI Effectively, provides a comprehensive guide for teams to successfully navigate the intricacies of showcasing AI in demos.

What’s Inside

  • Make AI Demos Simple: Learn actionable strategies to effectively present AI features in ways that resonate with prospects.
  • Ensure Predictability: Understand how different demo technologies handle AI’s variability, so you can choose the right approach for seamless and impactful demos every time.
  • Stay Ahead of the Competition: Equip your team with cutting-edge techniques to turn AI-related challenges into unique selling opportunities.

Demoing AI is hard. Learn what you need to know to effectively demo your product's AI features.


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