Grid® for Demo Automation Software
Demo Automation Software Definition
Demo automation solutions are used in presales processes to automate the creation of software product demonstrations. It also enables prospects to get an early product experience through a customized and personalized demo. These solutions educate the prospect early in the process by illustrating a product’s value and highlighting its capabilities. They save presales teams valuable time developing and customizing demos for specific personas or industries. Demo automation solutions have multiple use cases, including interactive product tours, guided demos, and live demonstrations.
These solutions can be leveraged by multiple teams, such as presales teams, sales reps, and product marketers, to educate the prospect on the product benefits and aid in qualifying the prospect. Products in this category provide engagement analytics, such as views, clicks, and shares, to gain insights into which demos are most successful and which aspects of the demo resonated with the prospect.
Demo automation solutions can also offer mobile app demos, letting users showcase their mobile product through interactive or guided demos by automating in-app flows and gestures. These solutions should integrate with key business systems such as customer relationship management (CRM) software to push prospect engagement data to associated opportunities and accounts.
Demo automation solutions can serve a variety of use cases and be leveraged at various stages of the sales cycle. Solutions in this category are differentiated based on use cases, including product tours, live demos, and sandbox or proof of concept (POC) automation:
- Product tour solutions provide interactive tours of a software product and can be embedded on a website or left as a leave-behind for prospects to have a guided tour, typically through HTML or screen capture.
- Live demo solutions allow sales reps and sales engineers to showcase a live version of a product while overlaying or injecting synthetic data into the demo environment. Live demos enable sales reps to tailor the data within a demo to the prospect’s interests.
- Sandbox or POC automation solutions allow prospects to have a trial experience of a product through a pre-configured or cloned environment.
To qualify for inclusion in the Demo Automation category, a product must:
- Integrate with key business systems such as CRM, marketing automation, or digital analytics software
- Automate the creation of demos, such as by capturing application or screen
- Provide the ability to personalize the demo for specific audiences
- Provide the ability to add overlays with text or video, or modify data, for storytelling purposes
- Allow for demos to be shared with prospects through email, live demonstration, or embedded on the website
- Provide engagement analytics on demo usage
Demo Automation Grid® Scoring Description
Products shown on the Grid® for Demo Automation have received a minimum of 10 reviews/ratings in
data gathered by March 07, 2023. Products are ranked by customer satisfaction (based on user reviews) and market
presence (based on market share, seller size, and social impact) and placed into four categories on the
Grid®:
- Products in the Leader quadrant are rated highly by G2 users and have substantial Market Presence scores. Leaders include: Consensus, Navattic, Saleo, TestBox, and Storylane
- High Performing products have high customer Satisfaction scores and low Market Presence compared to the rest of the category. High Performers include: ScreenSpace, Omedym, and Lancey
- Contender products have relatively low customer Satisfaction scores and high Market Presence compared to the rest of the category. While they may have positive reviews, they do not have enough reviews to validate those ratings. Contenders include: Demostack, Reprise, and Walnut
- Niche products have relatively low Satisfaction scores and low Market Presence compared to the rest of the category. While they may have positive reviews, they do not have enough reviews to validate those ratings. Niche products include: Demoboost and Tourial
© 2023 G2, Inc. All rights reserved. No part of this publication may be reproduced or distributed
in any form without G2’s prior written permission. While the information in this report has been
obtained from sources believed to be reliable, G2 disclaims all warranties as to the accuracy,
completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information.
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
Your software and services insights are valuable.
Your peers come to G2 to get an inside look at and other business solutions. Adding perspective on will help others pick the right solution based on real user experience.
