The Essential Guide to Sales Demo Software

When someone says “sales demo,” a Zoom meeting is likely what comes to mind.

But with the growth of product-led, sales demos don’t always amount to a 30-minute screen share. They can take on multiple forms – depending on the state of the software, the company’s goals, and customers’ preferences.

This guide explains what sales demo software is and breaks down the differences between discovery, sales demo environment, and live demo software.

Sales demo software lets you create interactive product demos that mimic your real product but are shown in a safe, controlled environment.

This allows you to:

• Control sensitive data and protect customer information
• Personalize demos for each prospect you interact with
• Track how many unique visitors you get, their engagement, and their click-through rate

Most sales demo software is no-code, so non-technical users spin up demos quickly and share them with prospects, customers, or their colleagues.

Often, platforms offer customization options as well, so you can tailor interactive demos to your branding. And they integrate with CRMs and other sales tools to track prospect behavior throughout the buyer journey.

Sales discovery helps sellers uncover prospect needs, pain points, and ideal outcomes, laying the foundation for the rest of the sales cycle.

Common use cases for sales discovery software include:

• Prepping for live demos with structured discovery templates
• Capturing visuals, notes, and insights in real time on calls (and sometimes outside of them)
• Surfacing what matters most to each stakeholder

Here are some examples of popular sales discovery software:

Lucidchart

In enterprise sales, it can be helpful to have a champion walk through their current state. As they talk, sellers can note major gaps in the prospect’s process that your product can fill.

Translating that to a diagram in Lucidchart can be a powerful way to help your prospects visualize cracks in their approach and see how using your product would enable a better future state.

Pros

• Easy to build visual maps during calls. Users say things like “The best thing about Lucid, in my opinion, is how simple it is to transform an ambiguous concept into an understandable diagram.” (G2 Review) and “Easy to use and collaborate with the team. You can get started in a few minutes, it’s so seamless.” (G2 Review)
• Helps champions articulate gaps. In enterprise sales, it can be helpful to have a champion walk through their current state. As they talk, sellers can note major gaps in the prospect’s process that your product can fill. Lucidchart makes it easy to highlight these gaps during the call and send it to them later as a leave-behind.

Cons

• It’s manual. You have to draw out diagrams yourself, which can be tedious (and may even be better to do offline than on a live call).
• It’s just a visualization tool. It doesn’t really provide much value outside of that (doesn’t connect to a sales pipeline, CRM platform, or any other GTM tech).

Pricing

Lucidchart has a free plan, which comes with 3 editable Lucidchart documents, 60 shapes, 100 templates, basic visual activities, basic data linking, presentation mode, and commenting.

Team plans start at $10 per user per month, and come with a developer platform, revision history with versioning, password-protected publishing, and integrations with tools like Microsoft 365 and Jira.

AssetMule

AssetMule lets you build an interactive, trackable library of sales assets for your prospects. That way, they don’t have to sift through emails to find slides or PDFs.

They can go to AssetMule to browse videos, interactive demos, and any other documentation that might be relevant to your discovery call.

Pros

• Lets reps create structured discovery frameworks by adding assets in the order they want users to see them. They can also pull in brand colors, logos, and fonts to make the portal feel more tailored to the account they’re selling to – just by pasting in the company’s URL.
• Sharing power. You can share them with an entire buying committee asynchronously (and see who clicks on or downloads what).
• Auto-tags insights to key personas or value drivers. If certain decision-makers only care about one part of the product, they don’t have to sit through an entire demo or call recording to get the info they need. They can jump straight to the use case that applies to them.

Cons

• It’s a newer tool on the market. It launched in 2023 and only has a handful of G2 reviews.
• Takes time to upload assets. Users say things like, “It requires you to learn the mental model of templates vs assets, but the documentation makes it really quick,” (G2 Review) and “It can take a little bit of time to wrap your head around the concept of a template vs. an asset. But you can see how they're iterating on these concepts quickly and the team is all over any feedback we have for them.” (G2 Review)

Pricing

Assetmule has a free plan that lets you create 3 live assets. You also get access to unlimited templates and users.

The Pro Plan gives you access to way more assets: 50. Plus, you get a custom domain and can remove the “Powered by AssetMule” watermark. If you need more live assets, you can buy 50 for an extra $25 per month.

Gong

Reps can’t possibly remember everything they said in a call, let alone what prospects said. Recording and transcribing discovery demos using tools like Gong can help reps improve their discovery skills over time and uncover insights they didn’t catch during the call.

Gong can also surface lines of questioning that resonate particularly well with buyers or discovery techniques that top performers use.

Pros

• AI-driven call insights. Users say things like “Implementation of AI is also nice and the number of features it has to track calls, interactions, and integration of AI is improving each update,” (G2 Review) and “The AI’s ability to capture, analyze, and surface insights from calls and emails is a game-changer. The Ask Anything tool and customizable Deal Briefs make it easier to keep track of opportunities and identify risk areas.” (G2 Review)
• Surfaces what top sellers ask during discovery, which can help sales leaders teach other reps best practices and onboard new reps quickly.

Cons

• Requires high call volume to deliver strong insights. Without many calls, you’re not going to have great data to work with. For small teams, Gong might be overkill.
• Can be slow. Users say things like “My frequency of usage is every day, and sometimes it is laggy,” (G2 Review) and “Sometimes it does not load for me.” (G2 Review)

Pricing

Custom pricing.

You have to fill out their questionnaire about how many team members you have and how Gong can best help your team (coaching, rep efficiency, GTM analytics, etc.), then wait for a sales rep to reach out with a quote.

Google Slides

As obvious as this sounds, Google Slides or Microsoft PowerPoint can be simple ways to keep discovery sessions on track. These slides can contain videos or be more free-form, where sellers type into the slides live as stakeholders clarify and verify information.

One caveat to using slides or videos during discovery is that they aren’t the same as seeing products in action.

Many prospects want a live demo – or get their hands on your product – so they visualize how it can fit into their workflow.

Pros

• Familiarity. It’s hard to find someone who hasn’t worked in Google Slides or PowerPoint before. You can adjust them however you want, adding animations, GIFs, and embedded videos to polish the experience. Plus, you can share them as a link or a PDF.
• They make a good template. GTM leaders can create a stock set of slides that reps and SEs can easily modify to fit each prospect.

Cons

• Lacks interactivity. Compared to other modern demo tools or leave-behinds, slides are pretty bland. There’s a slim chance prospects will actually open them, let alone go through them or share with a colleague.

Pricing

Free with a Google account.

Demo environments replicate what it’s like to use your product, even if the real thing isn’t ready or reliable. A demo environment is great when you need to:

• Show a POC for unreleased or buggy features
• Create a custom environment for a key vertical or account
• Give users a more hands-on experience that doesn’t break

Navattic

Navattic sales demo software enables any member of a sales team to create unbreakable, consistent demos that can be customized and reused. These gold stand demo environments can be personalized in minutes using a no-code editor.

Navattic guided interactive demos can also be used as follow-up material post-live demo, to send to a prospect before a l call, or on your website.

Try an interactive demo of Navattic

Pros

• AI Copilot for quick demo generation. In Navattic, an AI assistant works behind the scenes, writing demo copy, placing anchor tooltips, and crafting a cohesive first draft of your demo. All you have to do is click through your product.
• Launchpad for a more efficient sales process. Launchpad lets sellers send demos early in the sales process, understand buyer interest, and uncover new stakeholders. In it, you can create a lightweight sandbox that reps can use live on any call and even personalize demo data to specific prospects, accounts, or verticals (and with Navattic’s AI features like Table + Chart AI, you can do this in seconds).
• Ease of sharing. Per one of our customers, “As an AE, what I appreciate most about Navattic is how easy it is to share interactive product demos. It’s a great way to let prospects experience value upfront - especially early in the sales cycle.”
• Robust analytics. “The analytics are super helpful for tracking engagement, and it integrates smoothly with our existing tools.” We have native integrations with HubSpot, Salesforce, G2, Twilio Segment, Marketo, and Google Analytics.

Cons

• Not the best for replicating your entire product. Cloned sandboxes aren’t your real product, but they are ideal for demoing a specific section or workflow.
• Terminology. Some users report a bit of a learning curve when it comes to interactive demo technology, like flows, captures, modals, and tooltips (G2 Review)

Pricing

We have a free plan that comes with 2 seats, 1 interactive demo, basic analytics, and our AI Copilot.

If you need more users or demos, Navattic’s Base plan is a good starting point. For $500 per month, you get 5 seats, unlimited HTML demos, demo views, and integrations, plus conditional demos, custom themes, Navattic JS, in-app demo suggestions, a dedicated CSM, and more AI Copilot use cases.

Mockaroo

Many SaaS platforms run on huge volumes of data. Creating all that test data just to show off one feature can be extremely tedious for solutions engineers.

Instead of doing it by hand, they can use a web-based data generator platform like Mockaroo.

Pros

• You can design your own mock APIs. According to their website, “you control the URLs, responses, and error conditions,” and you can make 200 requests per day.
• Very intuitive dummy data generation with no daily limit on the number of files you download. If you need to, you can also
• You can create a schema from sample data. Paste CSV, JSON, or XML data in, and Mockaroo will use AI to choose the fields for you.

Cons

• Only outputs raw data, which you have to then incorporate into your demo environment.
• Slow to update. The last update was in May 2024.

Pricing

Free for up to 1,000 rows of data.

A Silver Plan ($60 per year) will get you up to 100,000 rows per file, and you can generate 1M records per day via the API at 8x the speed of the free plan.

Generatedata

Generatedata is an alternative synthetic data generator to Mockaroo. It’s an open-source project on GitHub that lets you create data for $25 per year.

Pros

• More format options than Mockaroo, including JSON, CSV, SQL, XML, HTML, JavaScript, Typescript, PHP, Perl, C#, Ruby, and Python.
• There’s a preview function so you can verify that your fake data looks legitimate as you’re building it.
• More types of data. You can generate 30+ types of data, like names, emails, and countries. You can also save your datasets, with no limits on size or number.

Cons

• Offers field types tailored to different countries. Think postal codes, provinces, tax IDs.
• Software can get out of date. Because it’s an open-source project, updates are mostly volunteer and happen sporadically. The last one was in December 2024.

Pricing

$25 per year.

Figma

Sometimes you may want to show a new product that’s not quite ready. In that case, you can create a demo-like environment in Figma.

Prospects can click through various screens to see how your product might look in real life.

Pros

• Easy to build quick prototypes. Users say things like “What I like most is that it's very easy to use. For someone with basic design knowledge, they'll quickly become familiar with it.” (G2 Review) and “The recent AI features in Figma have been very helpful, allowing me to create designs in a much shorter amount of time.” (G2 Review)
• Works well for product marketing. Collaboration features are built in so reps and SEs can comment on mockups from product or product marketing or even reuse some of the mockups they’ve created for sales calls. “I like that I can work with my team on the same file at the same time. It’s simple to use and works on any browser, so I don’t need to install anything.” (G2 Review)

Cons

• Not truly interactive. Clicking through screens is not the same as getting your hands on a product, and it doesn’t give users as much confidence that your product does what you say it does.
• Not data-driven. If you’re looking at a Figma live, you can see where people are spending their time or clicking around, but there’s no backend tracking to reference if you’re not watching them.

Pricing

The Figma Starter Plan is free. It comes with basic design, presentation, and brainstorming tools, UI kits and templates, basic design file inspection, and limited AI credits.

Their other plans vary in price depending on how many users you have and what features they’ll be using. A Full Seat (access to all Figma products) is $16 per month.

Live demos continue to play a crucial role in sales calls, and several tools on the market can help sellers get all their points across – and track their effectiveness.

Reps typically use live sales demo software for:

• Enhancing user engagement during screen shares
• Writing post-call summaries and next steps

Loom

Live demos can be a lot to take in, so some sellers send a video recap that’s easy for prospects to digest.

Loom is an online video platform reps can use to record themselves summarizing the main points of a demo, answer any outstanding questions, or even capture a quick screenshare to reinforce how a part of the product works.

When they’re done, they can just copy the link and paste it into an email, text, or LinkedIn message.

Pros

• Quick and easy to use. Reps can record video recaps and follow-ups in just a few minutes using Loom’s Chrome extension.
• Shows the full scope of your product. You can show multiple modules or even integrations in action.

Cons

• Not interactive or guided. Unlike sales demo environment software, Loom doesn’t let leads interact with your product. They just have to trust it can do what your rep is saying it can in the video.
• Poor file management. “The load time to upload videos, even for small 30-second ones, has significantly increased lately. I also don’t like the file management, it’s very clunky. Something about the design is too heavy.” (G2 Review)

Pricing

Loom’s Starter Plan is free, letting you record unlimited meetings and up to 25 5-minute-long recap videos. If needed, you can translate transcriptions into 50 languages.

If you are creating longer videos, you’ll need to be on Loom’s Business Plan, which is $15 per creator per month. On it, you get unlimited videos, unlimited recording time, basic waveform editing, and custom branding.

Note: To access any of Loom’s AI features, you must pay for the “Business + AI Plan,” which is $20 per user per month.

Demodesk

Instead of just talking at a prospect for an hour, Demodesk lets you pull them into the conversation.

The platform serves as a live meeting room where you and your prospect can engage collaboratively.

Recently, Demodesk has taken its marketing in a slightly different direction, positioning itself against call recording software like Gong and Fireflies, “automating meeting scheduling, providing real-time coaching during sales demos, automating CRM admin tasks, and delivering actionable meeting insights.”

It will be interesting to see if they continue to push in this direction versus live demo software going forward.

Pros

• AI agents record and analyze your conversations. They provide coaching suggestions, send detailed follow-ups, and automatically update your CRM.
• Sellers can share their screen and write on it directly. (G2 Review)
• GDPR compliant. That said, one user points out: “The bot often enters meetings without notice or audible announcement.”

Cons

• Requires some training and setup. “I think the UX needs some improvement, it's not intuitive to find my way to important settings,” (G2 Review) and “A few more onboarding videos in addition to the detailed FAQs would be desirable.” (G2 Review)
• Some users complain about AI accuracy. “The AI for writing emails could be a bit better when it comes to templates (like ‘write an email with the summary of today's training using the template copied below’),” (G2 Review) and “Sometimes the system doesn't quite recognize certain terms or languages correctly – especially when someone has a strong accent or switches between two languages.” (G2 Review)

Pricing

Demodesk has a 14-day free trial.

After that, their pricing starts at $49 per month. This plan includes an AI sales agent, an AI assistant, an AI coach, an AI analyst, AI summary, follow-up and CRM sync, and integrations with dialers, calendars, and CRMs.

Note: Teams of 30 or more must contact sales for a custom enterprise pricing plan.

Livestorm

Livestorm is a browser-based platform for live, pre-recorded, or on-demand online events.

Livestorm is unique in that, besides streaming a live demo, you can use it to send emails, chat with your audience, create registration pages, launch polls, answer questions, and even track and analyze engagement.

Pros

• All-in-one for live demos, Q&A, and polls. A more interactive live demo can encourage more people to participate and make your sales call more memorable and meaningful. “Very interactive in that viewers can comment and also message privately. The poll and 'ask a question' feature is also very interactive. In terms of planning the webinar and setting up the site, it is also a seamless experience, allowing us to manage it all in one place and integrate with our operations.” (G2 Review)
• Works both for marketing and sales teams. People complain that Livestorm is expensive, but it might be worth the cost if you’re spreading it across multiple GTM teams.
• Positive reviews. At the time of this writing, Livestorm has a 4.4 / 5 rating on G2 with over 1,600 reviews.

Cons

• Not specific to sales. Designed more for webinars than 1:1 sales.
• Could update some features. Users say things like “It can be challenging when I’m presenting, as I have to move back and forth between tabs to engage with comments,” (G2 Review) and “Doesn't offer a robust post-webinar follow-up. No surveys for NPS integrated. Drop-off viewing is also very limited and quickly disappears. Sessions and events are a little difficult to navigate if you only have 1 session.” (G2 Review)

Pricing

Livestorm plans start at $105 per month (billed annually) and scale up based on your yearly active contacts.

On this plan, you get up to 4 hours/session, up to 3,000 live attendees/session, unlimited events, unlimited licenses, and API access. Multiple workspaces, restreaming, and SAML SSO are all optional add-ons.

Looking for sales demo software with AI features that actually make your life easier?

Sign up for a free trial of Navattic today.