Feb 21, 2023

Best Practices for Sales Demo Environments

Mark Fershteyn
CEO & Co-founder

As a sales leader, you know that a great sales demo can be the key to success with potential customers.

The value delivered throughout the presentation can be the difference between a sale and a lost opportunity. In fact, about 58% of B2B buyers use product demos as a source of information when making purchase decisions.

That's why it's so important to have a well-oiled demo machine, starting with having the right tools and processes in place.

While perfection is nearly impossible, and demos require iteration at all times, there are a few best practices that you can use to sharpen your sales demo environments to make them as effective as possible.

What are sales demo environments?

Before getting into best practices, it's important to understand what sales demo environments are and why they're important.

Sales demo environments provide a space for sales reps to show off their product or service by creating an interactive experience that allows customers to understand the full value of the offering.

Creating this environment is important because customers want a firsthand look at what they're buying, and demoing allows them to do just that. By giving a live demonstration or discussing the benefits of key features, sales reps can build trust with potential customers and increase their chances of closing the sale.

They're a pinnacle part of the sales process, and having the right systems in place can make a huge difference.

Getting the most out of your sales demo environment

Now that you know why sales demo environments are important, here are some best practices for optimizing your own setup.

Choosing the right toolset for your demo environments

The right tools can make or break a sales demo, so investing in the best ones for your team is important. Look for user-friendly software that allows you to easily communicate with customers.

Interactive Product Demos

There's no experience quite like hands-on product demos. You can use them to show customers how your product works, what features are available, and why it's the right solution for their needs.

The proof is in the pudding: data shows those who use interactive demos on their website experience a 60% increase in the average conversion rate from lead to pipeline.


Navattic is a cloud-based platform that makes it easy to create interactive sales demos for your customers. Using its no-code flow builder, you can quickly create clickable product walkthroughs and share links directly with customers. The platform also includes real-time analytics to track customer engagement and make data-driven decisions.


Like Navattic, Reprise is a no-code platform that makes it easy to clone your product down to the clone level and easily personalize and verticalize the demo for your prospects.


Walnut's another great option for interactive product demo software lets you easily create personalized product demos and collect insights on their usage.

Using interactive demos through the right software can help you tell a story that resonates with customers, increase their engagement, and ultimately make your sales process more effective.

Virtual Web Conferences

While in-person meetings can be helpful, virtual web conferences offer many of the same benefits without leaving the office. There are several leaders in the web conference space, including the following.


A staple of COVID that has failed to go away, Zoom is one of the most popular web conferencing platforms out there. It allows you to hold unlimited meetings with up to 100 participants and share your sales demos with them in real time.

Microsoft Teams

Microsoft Teams is an enterprise-grade collaboration platform that allows teams to easily communicate and collaborate in one centralized place. It also supports virtual meetings, including sales demos, with up to 200 participants.

Google Meet

Google Meet is Google's free offering in the web conferencing space. It integrates seamlessly with other G Suite tools, such as Calendar and Drive, and supports up to 100 participants on a single call.

Virtual web conferences can be a great way to demo your product or service remotely, allowing you to reach more potential customers while still delivering an engaging sales experience. Using the proper tools above, you can make your sales demos more effective and efficient.

Consolidation of demo content and details

Finally, create a cohesive environment for your sales demos by consolidating all the tools and resources you're using in one place. This will make it easier to access everything you need quickly and efficiently, allowing you to maximize the impact of each demo.

Recapped makes it easy to centralize all the content, resources, and details needed for your sales demos and the rest of your sales process.

Using Recapped for summarizing your sales demo can be a game-changer in the efficiency and effectiveness of your presentation. By having a single space to store all your content, resources, and details needed for the demo, you can quickly access everything you need in one centralized location.

This eliminates the need to juggle different tools and platforms and allows you to maximize the impact of each demo. Plus, gain critical insights into who is viewing your sales demo and how they're engaging with it, allowing you to make data-driven changes to your sales process.

There's no longer a need for fragmented communication through emails, phone calls, and miscommunication within a deal. With Recapped's customer-collaboration software, mutual action plans make it easy to drive next steps.

Eliminate back-and-forth emails, Slack messages, and centralize deals internally and externally in one place.

Getting started with Recapped

With Recapped, you can give your customers and salespeople a digital sales room where everyone can come together to get on the same page and stay organized during the sales process.

Ready to get started and streamline your sales process, consolidating all communication, resources, and action items in one place? With Recapped, it's easy to get up and running in no time. Get started today at

Streamline everything customers need in one place. Request a demo today!