In our Customer Show + Tell series, we highlight how Navattic customers solve real business challenges through interactive demos.

At a recent user event, Jen Andretta, Director of Account Management at Simfoni, shared how her team transformed their demo process and eliminated hours of video creation through an interactive demo strategy that dramatically improved sales efficiency.

"We do a lot of demos. Could be for hours," Jen explained. "90% of the time, we would do a demo, and then we'd be like, ‘Oh, sorry. I couldn't show you this.’"

As a solutions team at a procurement technology company, Jen's team was trapped in a familiar cycle: lengthy live demos that inevitably missed key features, followed by promises to send follow-up content. The result? A disaster of delivery methods.

"So then the salesperson would say, 'No problem. Jen's gonna send you a video afterward’. So then I'd record it. And if it's really big, let me put it on YouTube as a private link or let me put it on Dropbox," she shared. "So we have this beautiful library of never-used videos."

The content was rarely used, and the delivery process was completely unsustainable.

Facing this challenge, Simfoni's team asked three critical questions: "How can we use the same content? How can we use it when someone needs a specialty something? And how do we get more engagement?"

This led to the implementation of Navattic across their entire sales organization. The team built:

• A library of around 30 interactive demos covering core platform features
• Specialty product showcases for differentiation against competitors
• On-demand demos embedded directly in client instances for upsell opportunities
• Self-service training that required no technical expertise

"It enabled every single account executive to get access to it, and Navattic was great," Jen noted.

The impact was immediate and measurable:

Operational Efficiency: "It definitely decreased the amount of time I was spending on creating videos by like 70 to 80%."

Sales Team Empowerment: Every account executive gained independence to run demos without technical support or custom setups.

Engagement Visibility: The team could now see exactly who was viewing demos and how often. "Simfoni VP of sales called me the other day. He was so excited. He sent a Navattic to a COO, and he's like, ‘Jen, he's looked at it four times in the last thirty minutes.’"

Quick Wins in Sales Calls: A senior AE shared: "I was on an introductory call with the CFO... just show me the tool. Right? And he's like, I didn't even remember how to log in, so I just went to Navattic and showed him a couple of things, and he was like, great. Done."

Simfoni's interactive demo strategy extended beyond traditional sales use cases:

Upsell and Cross-sell: They embedded demos directly in their client portal, highlighted in yellow as specialty products. "So if they wanna see something they don't have today, they can click that and say view demo. It's Navattic. So we're using it from a product point of view to help us grow, upsell, and cross-sell."

Competitive Differentiation: Specialty features like their "soft auction" functionality became easy showcase opportunities. "That is a tiny little bit of functionality in one of our modules, but it's something that is an incredibly differentiating tool for us versus our competitors."

Social Proof and Marketing: "Our CRO just shared a Navattic on LinkedIn just saying, hey. Here's some cool AI that we're using today. So it's kind of like a teaser. Got a ton of hits on it."

Simfoni's experience highlights several critical benefits of interactive demos:

• They eliminate the endless cycle of creating one-off demo content
• They provide real-time engagement insights that inform sales strategy
• They enable self-service product exploration for existing customers
• They work for sales reps at every technical comfort level
• They scale effortlessly as product features expand

By transforming their approach to product demonstrations, Simfoni not only saved countless hours but also created a more engaging and scalable way for prospects and customers to experience their platform.