If you’re here, you already know the pain: showing the same dull product demo to every prospect and hoping it lands. Spoiler—it usually doesn’t. This guide is for SaaS marketers, sales folks, or anyone tasked with making interactive demos that actually make people care. We’ll break down how to personalize your Navattic demos for different customer segments, without wasting hours chasing “perfect.”
Why Personalize Demos (and When to Skip It)
Let’s be real: not every demo needs to be custom-built. If your audience is mostly the same—say, a bunch of mid-sized tech startups—it’s fine to use a solid, generic walkthrough. But if you’re selling to wildly different industries (think: healthcare vs. e-commerce), or different roles (CTOs vs. end users), a one-size-fits-all demo won’t cut it.
Personalized demos help: - Highlight what matters to each segment (skip the fluff) - Remove confusing or irrelevant steps - Increase engagement and conversion rates (because it actually looks like you “get” them)
But don’t overthink it. The goal isn’t to build 50 versions—just enough to show you care about who’s watching.
1. Know Your Customer Segments (Don’t Overcomplicate)
Before you even log in to Navattic, map out who you’re building for. Skip the endless persona docs—just ask:
- What industries buy from us most? (List 2–4)
- Who usually signs the contract? (Executives, managers, end users?)
- What problems do they care about? (Fast onboarding, strict security, analytics, etc.)
Pro tip: If you’re not sure, check your last 10 deals. What did they ask about most? That’s your starting point.
What to ignore: Endless micro-segments and “edge case” personas. Focus on your biggest audiences first.
2. Decide What to Personalize (and What Not To)
Not everything in your demo needs to change. Over-personalizing eats up your time and confuses your message.
Personalize these: - Landing screen/intro: Use industry-specific logos, terms, or use cases. - Core flows: Show features relevant to that segment. E.g., analytics for marketers, admin tools for IT. - Call-to-action: Tailor the next step (“Get a healthcare compliance checklist” vs. “See e-commerce case studies”).
Keep these generic: - Basic navigation or UI elements (unless your product looks wildly different by segment) - Standard integrations (unless there’s a must-have for a segment)
What works: Making small tweaks to the intro and CTA gets you 80% of the way. Don’t rebuild the whole demo unless you have to.
3. Build a Base Demo First
Before splitting into segments, make a solid “base” interactive demo in Navattic:
- Show the best, fastest path: What’s the “aha” moment for most users? Build around that.
- Keep it short: 3–7 steps is usually enough. People bail if it drags.
- Use clear, real-world language: Skip jargon and “marketing speak.” Say what’s actually happening.
Once your base demo feels right, then clone it for segment-specific tweaks. Don’t reinvent the wheel every time.
4. Clone and Customize for Each Segment
Navattic lets you duplicate flows, which is a lifesaver for this step.
- Clone your base demo for each segment.
- Update the intro screen: Add industry logos, change the greeting (“Welcome, finance teams!”), or reference a common pain point.
- Swap out or hide irrelevant steps: If healthcare folks don’t care about e-commerce analytics, cut it.
- Change feature highlights: Show off compliance features for regulated industries, or reporting dashboards for marketers.
- Adjust CTAs: Make the “next step” feel tailored (“Book a compliance walkthrough” vs. “Start your free trial”).
Pro tip: Don’t obsess over tiny details. If 90% of the demo is the same, that’s fine.
5. Add Personalization Tokens (But Don’t Get Too Cute)
Navattic supports personalization tokens (like {{FirstName}} or {{Company}}), so you can auto-insert info for each viewer.
When to use tokens:
- Email campaigns (“Hey {{FirstName}}, see how Acme Corp can…”)
- Landing pages for ABM (Account-Based Marketing)
- Embeds where you can pass visitor info
What to avoid: Overusing tokens just to show off. If it feels forced—like inserting the company name every sentence—it starts to look robotic.
Honest take: Tokens are great for making the demo feel personal, but they don’t replace actually tailoring the flow or content.
6. Distribute Demos by Segment
It’s not enough to make segmented demos—they need to get in front of the right people.
How to do it: - Separate links: Use different URLs for each demo in outbound emails or ad campaigns. - Segmented website embeds: Show the right demo based on a visitor’s industry or role (using smart forms or IP detection if you want to get fancy). - Sales hand-off: Make sure your sales team knows which demo link to send, and when.
What doesn’t work: Burying all your demos on one generic landing page. People won’t hunt for “their” version.
7. Test, Get Feedback, and Iterate
Your first shot probably won’t be perfect. That’s normal.
- Watch demo analytics: Navattic will show where people drop off. If everyone bounces at step 3, figure out why.
- Ask real users: Quick surveys or one-on-one calls work wonders. “What was missing? What was confusing?”
- Make small tweaks often: Don’t wait for a “major revamp”—adjust as you learn.
What to ignore: Vanity metrics like “demo completions” if you’re not seeing more demo requests or sales. Focus on what moves the needle.
Common Pitfalls (and How to Dodge Them)
- Over-customizing: You don’t need a totally unique demo for every company. Segments are enough.
- Too long/complex: If you’re adding more than 10 steps, cut it down. People want clarity, not a tour of every feature.
- Forgetting to update: If your product changes, update ALL your demos. Out-of-date flows kill trust.
- Chasing perfection: Good enough is better than nothing. Iterate as you go.
Quick Recap: Keep It Simple, Keep Moving
Personalizing Navattic demos doesn’t mean building from scratch every time. Pick your top segments, make smart tweaks, and don’t sweat the details. The best demo is the one that actually gets watched—and helps your buyer see themselves using your product.
Start small, see what works, and adjust. You can always get fancier later, but most teams see big results just by making their demos feel a little less generic.