So you need to show off your product to B2B buyers, but the old “Here’s a PDF and a calendar link” approach just isn’t cutting it. You want interactive demos that are actually useful. But you don’t have days to learn a complicated tool, and the last thing you need is another piece of sales tech that overpromises.
This guide is for anyone who wants to create straightforward, interactive demos using Heybase that B2B prospects will actually open, use, and—hopefully—remember.
Let’s get into it.
Why Interactive Demos Matter (But Only If You Keep It Real)
Buyers don’t care about your product’s every feature—they want to see how it solves their problem. Interactive demos can help, but only if you keep things simple and focused.
What works: - Letting the buyer try or see something, not just watch a video. - Making it specific to their use case. - Keeping it short (think: snack, not meal).
What doesn’t: - Overly long tours or “choose your own adventure” labyrinths. - Demos that try to cover every feature for every persona. - Gimmicks. Buyers see right through them.
Heybase gets you a way to build and share these demos—without a ton of setup. But, like any tool, it won’t do the thinking for you. Here’s how to make it work.
Step 1: Map Out What You Actually Need to Show
Before you even touch Heybase, get clear on what your prospect cares about. Don’t just copy your standard deck.
Do this first: - Write down the one problem your prospect wants solved. - List the 2-3 product features that directly address that problem. - Decide if you have any quick wins (like a calculator, checklist, or mini-demo) you can include.
Skip: - Dumping your entire feature list. - Trying to impress with volume—buyers want clarity, not more noise.
Pro tip: If you don’t know what the buyer cares about yet, ask. Or look at their last few emails. If you can’t answer “Why should they care?”, go back to the drawing board.
Step 2: Set Up Your Heybase Workspace
Assuming you’ve already signed up for Heybase, start by creating a new workspace or board. This is where you’ll build your interactive demo.
How to get started: 1. Log in to Heybase and click “Create New Board” (or similar—Heybase sometimes renames things, but you get the idea). 2. Name it after your prospect or use case. (“Acme Corp Onboarding Demo” beats “Demo #47.”) 3. Choose the right template if you want a head start, but don’t be afraid to start from scratch—templates can be helpful, but they’re often generic.
What to ignore: - Don’t get distracted by every configuration option. You can tweak colors later. The content and flow matter more.
Step 3: Build the Demo—Keep It Short and Focused
Here’s where most people go wrong: They try to build a product tour for everyone. Don’t. Build one experience for this prospect.
Key elements to add: - Intro video or note: Greet your buyer, set context, and explain what they’ll get out of the demo. Keep it under a minute. - Core walkthrough: Use Heybase’s slide, screen, or embedded video features to walk through the 2-3 features that matter most. Show, don’t tell. - Interactive bits: If Heybase lets you add forms, calculators, or clickable elements—do it, but only if it genuinely adds value. For example: A short form to capture their main goal, or a calculator to show potential ROI. - Call to action: End with a clear next step. “Book a call,” “Try it yourself,” or “Download a summary.”
Tips for building: - Use plain language—pretend you’re explaining this to a colleague over coffee. - Show real data if possible, not just dummy text. - If you’re demoing software, keep the screen clean. Close those 15 browser tabs.
What to avoid: - Don’t stack up 10+ slides or screens. Three to five is plenty. - Autoplay audio or video—nobody likes surprises. - Overly slick transitions or effects. You’re not pitching a movie.
Step 4: Personalize—But Don’t Overthink It
Personalization can help, but don’t let perfect be the enemy of good. You don’t need to record a custom video for every prospect, unless the deal actually warrants it.
Simple ways to personalize: - Address your prospect by name in the intro. - Reference one challenge they mentioned in your last call or email. - Use their company logo or colors (if it takes you seconds, not hours).
What to skip: - Deep research for tiny deals. - Fancy video edits. A selfie video filmed on your laptop is fine.
Pro tip: Save a base template so you can reuse 80% of your demo and swap in personalized bits as needed.
Step 5: Share the Demo—Make It Easy
The best demo in the world is useless if nobody opens it. Here’s how to get it in front of your prospect.
How to share:
- Grab the unique link from Heybase—make sure you’ve set the right permissions (most people just want a simple link, not a login wall).
- Send it as part of your follow-up email. Keep it short:
“Hey [Name],
Here’s a quick walkthrough of how we can help with [Problem]. Should take 5 mins. Let me know what you think!”
- If your prospect is on LinkedIn or Slack, you can drop the link there too, but don’t spam.
What not to do: - Don’t force the buyer to create an account just to view the demo. - Don’t bury the link in a huge block of text.
Step 6: Track Engagement—But Don’t Stalk
Heybase gives you some analytics—who opened the demo, what they clicked, etc. Use it, but don’t get creepy.
What to look for: - Did they open it? If not, follow up once, politely. No need to hound them. - Which parts did they spend time on? Use that for your next call. - Did they share it with others at their company? Good sign there’s interest.
What to ignore: - Don’t overthink every click or second spent. Buyers are busy, and sometimes they just skim. - Don’t email immediately after they open the demo. Nobody likes to feel watched.
Step 7: Iterate and Improve
Your first demo probably won’t be perfect. That’s normal. Pay attention to what prospects actually engage with and tweak from there.
Ways to improve: - Ask buyers for honest feedback: “Was that useful? What would have made it better?” - Trim the fat—shorter is almost always better. - Swap out or reorder sections based on what keeps getting ignored.
Don’t bother: - Obsessing over tiny design tweaks. - Building a new demo for every single prospect unless it’s a huge deal.
A Few Real-World Gotchas (and How to Dodge Them)
- Heybase isn’t magic. It’s a platform, not a mind reader. If your messaging is generic or unfocused, no tool can save you.
- Compatibility. Sometimes embedded content doesn’t play nice—always test your demo link before you send it.
- Analytics are directional, not gospel. Use them to spot patterns, not to micromanage.
Keep It Simple and Iterate
You don’t need a Hollywood production to impress buyers—just a clear, easy-to-use demo that helps them make a decision. Build a simple version first, share it, and improve based on real feedback. Most sales teams get stuck chasing the “perfect” demo and lose time. Don’t be those folks.
Focus on what matters: Show how you solve the buyer’s problem, make it easy to engage, and keep moving. That’s all anyone wants.