"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."
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
- Use Nav Linksto quickly add multiple triggers to similar elements across Captures.
- Use Presenter Mode to hide dialog boxes using the keyboard shortcut Ctrl + P.
- Turn on Keyboard Navigation to progress through your interactive demo using your arrow keys.
- 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”
Customer Examples
Locate the Beacon on each step to navigate through the demo.
Tip: Create a version of your project that includes Modals and Tooltips, to share with your
prospects as a sales leave-behind.