Navattic Use Cases

Sales Enablement

"On the presales side, with interactive product tours as a part of our sales rep playbook, solutions consultants are spending 30% less time on early stage demos and can now fully focus on higher value and more strategic deals." - SourceDay

Goals

Create a demo using Invisible Steps and Beacons to help sellers reliably demo your most common workflows. These demos are designed to support synchronous settings or presenter-led conversations rather than asynchronous settings (ex. marketing use cases).

Recommendations

  • Replace dialog boxes with Invisible Steps and use Beacons to progress between steps
  • Keep Flows short (5-10 steps) and include a Checklist to aid navigation
  • Use the Navattic Capture Editor to help present the best version of your product
  • Adjust the Beacon color in Themes to make this more or less apparent
  • Add Trigger in a reliable space to allow presenters to "go back a step"
Navigate through a demo using Beacons and Checklists
Navigate through a demo using Beacons and Checklists


Customer Examples

Locate the Beacon on each step to navigate through the demo.

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Tip: Create a version of your project that includes Modals and Tooltips, to share with your prospects as a sales leave-behind.



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