So you’re searching for an interactive demo platform for your B2B sales team. Good news: there are more options than ever. Bad news: most of the reviews out there are fluff, and the market is full of tools that sound similar but aren’t built the same. This guide is for sales and marketing folks who want to cut through the hype and actually pick the right tool—without wasting three weeks on demos and sales calls.
Let’s get into it.
Step 1: Decide What an Interactive Demo Means for You
Not all “interactive demo” platforms do the same thing. Here’s what you’ll find out there:
- Guided product walkthroughs: Think click-through tours, usually embedded on your website or sent by email.
- Embedded product sandboxes: Lite versions of your product people can play with, sometimes in-app, sometimes standalone.
- Live, collaborative demos: Real-time but usually require a rep on the call.
Most teams want the first or second option. If you’re looking to send demos that users can try on their own time (without your sales team having to lead every call), focus on tools built for async, self-guided tours.
Ignore: Platforms that promise “full simulation” but require heavy engineering or ongoing maintenance. Most B2B teams don’t have the resources or patience.
Step 2: Identify Your Actual Use Cases
Get clear on what you want to do. Don’t buy for some hypothetical “future state” your CRO dreamed up—focus on today’s needs.
Common use cases: - Website product tours: For folks who want to explore before booking a demo. - Outbound sales enablement: Send prospects a hands-on tour after a call. - Onboarding new users: Help customers get value faster. - Internal training: Show new reps the ropes.
Write down your top two. If a tool can’t do those well, move on.
Step 3: Get Honest About Your Team’s Bandwidth
Some platforms promise “no-code” but still take a lot of time to set up. Here’s what to consider:
- How technical is your team? If you don’t have a developer to spare, rule out tools that want you to “just drop in a JavaScript snippet.”
- Who’s owning this? Marketing? Sales ops? Product? The easier the tool, the less you’ll resent paying for it.
- How often will you update demos? Static products = less maintenance. Fast-changing products = you need something easy to edit.
Pro tip: Ask for a sandbox or trial. If you can’t build something simple in an hour, it’s not as easy as they claim.
Step 4: Compare the Top Platforms—What Actually Matters
Let’s put Navattic and the main competitors side by side, focusing on what actually matters.
Navattic
- Strengths: Very easy to use. No-code, genuinely. You capture screens, add hotspots, and publish—no engineering.
- What it’s best for: Quick product tours, embedding demos on your website, sales follow-ups.
- Weaknesses: Not a “full” product sandbox—people can’t go off-script. If you want totally open-ended exploration, this isn’t it.
- Pricing: Not cheap, but transparent. You’ll pay more than a generic video tool, less than a full custom build.
Walnut
- Strengths: Customization. You can tailor demos for different segments or prospects. Nice analytics.
- Weaknesses: Setup is a bit more involved. “No-code” is mostly true, but plan to spend more time upfront. Can get pricey fast.
- Best for: Teams with resources and the need for high-touch, personalized demos.
Reprise
- Strengths: Has a “sandbox” mode for more open-ended demos. Strong integrations.
- Weaknesses: Steeper learning curve. Heavier on engineering resources. Not ideal if you want to move quickly.
- Best for: Companies with complex products or lots of integrations.
Demostack
- Strengths: Lets you clone your app to create a safe, demo-only environment. Good for live sales calls.
- Weaknesses: Overkill for simple tours. Expensive. Not as plug-and-play.
- Best for: Enterprise sales teams with a dedicated demo engineer.
Storylane
- Strengths: Simple UI, fast to launch. Good for basic tours and quick POCs.
- Weaknesses: Less flexible for complex flows. Analytics are less robust.
- Best for: Startups or teams just getting started with interactive demos.
Step 5: Don’t Fall for Shiny Features You’ll Never Use
A lot of platforms tout “AI-powered insights,” “hyper-personalization,” and other buzzwords. Here’s what actually matters:
- Ease of use: Can you build and update demos, or do you need an engineer?
- Embedding & sharing: Does it work with your website, CRM, or outbound tools?
- Analytics: Basic completion and engagement stats are enough for most. Don’t get upsold on dashboards you won’t check.
- Support & reliability: You want a platform that responds when things break. Check real user reviews (not just the ones on their site).
Ignore: Fancy animation libraries, endless branding tweaks, or promises of “AI-driven content generation.” Focus on what helps you sell.
Step 6: Test with Real Prospects—Not Just Your Team
Before you buy, get a real-world sanity check. Here’s how:
- Build a simple demo with your top two contenders.
- Send it to a handful of actual prospects or customers—ask for blunt feedback.
- Don’t just ask if they “liked it.” Did they understand your product better? Did it move the deal forward?
If a platform looks great to your marketing team but confuses your buyers, toss it.
Step 7: Get Clear on Price—And Watch for Surprise Costs
Interactive demo platforms aren’t cheap, but they shouldn’t break the bank either. Here’s what to check:
- Base price vs. “extras”: Some tools charge for extra demos, users, analytics, or integrations.
- Contracts: Annual only, or month-to-month? (Most push for annual.)
- Hidden fees: Ask about overages, onboarding, or “premium support.”
If a vendor dodges pricing questions or wants you to “hop on a call,” be wary.
Step 8: Make Your Choice—And Don’t Overthink It
If you’ve made it this far, you probably have a short list. Here’s how to make the final call:
- Does it solve your top use case, easily?
- Can your team actually use it, without a training course?
- Is the price in line with the value you’ll get?
Most teams overanalyze and wind up with a tool that’s too complex or too expensive. Don’t try to future-proof every possible edge case.
Keep It Simple and Iterate
Don’t get paralyzed by the options. Pick the tool that covers your main use case, get it in front of real prospects, and see what happens. You can always switch later—or, more likely, you’ll find that “good enough” beats “perfect” every time.
Choosing an interactive demo platform isn’t a lifelong commitment. The best tool is the one your team will actually use. Start simple, skip the hype, and focus on what moves deals forward.