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<!DOCTYPE html><html lang="en"><head><meta charSet="utf-8" data-next-head=""/><meta name="viewport" content="width=device-width" data-next-head=""/><title data-next-head="">Top Use Cases for Interactive Demo Account Engagement Data </title><link rel="apple-touch-icon" sizes="152x152" href="/favicon/apple-touch-icon.png" data-next-head=""/><link rel="icon" type="image/png" sizes="32x32" href="/favicon/favicon-32x32.png" data-next-head=""/><link rel="icon" type="image/png" sizes="16x16" href="/favicon/favicon-16x16.png" data-next-head=""/><link rel="manifest" href="/favicon/site.webmanifest" data-next-head=""/><link rel="mask-icon" href="/favicon/safari-pinned-tab.svg" color="#5bbad5" data-next-head=""/><meta name="msapplication-TileColor" content="#00aba9" data-next-head=""/><meta name="theme-color" content="#ffffff" data-next-head=""/><meta name="description" content=" Several customers recently shared that they use Navattic interactive demo data for account qualification and prioritization — just like they would intent data. In this article, we’ll share the most common use cases we heard from additional customer interviews and explain how you can set them up yourself." data-next-head=""/><meta name="image" content="https://www.navattic.com/img/og-image.png" data-next-head=""/><script id="schema-org" type="application/ld+json" data-next-head="">{"@context":"https://schema.org","@type":"Organization","name":"Navattic","url":"https://www.navattic.com","logo":"https://www.navattic.com/img/icon.png"}</script><script id="schema-org-article" type="application/ld+json" data-next-head="">{"@context":"http://schema.org","@type":"Article","author":{"@type":"Person","name":"Natalie Marcotullio"},"copyrightHolder":{"@type":"Organization","name":"Navattic"},"copyrightYear":2024,"creator":{"@type":"Organization","name":"Navattic"},"publisher":{"@type":"Organization","name":"Navattic","logo":{"@type":"ImageObject","url":"https://www.navattic.com/img/icon.png"}},"description":" Several customers recently shared that they use Navattic interactive demo data for account qualification and prioritization — just like they would intent data. In this article, we’ll share the most common use cases we heard from additional customer interviews and explain how you can set them up yourself.","headline":"Top Use Cases for Interactive Demo Account Engagement Data ","inLanguage":"en","url":"https://www.navattic.com/blog/interactive-demo-engagement-data","name":"Top Use Cases for Interactive Demo Account Engagement Data ","mainEntityOfPage":"https://www.navattic.com/blog/interactive-demo-engagement-data"}</script><script id="schema-org-breadcrumb" type="application/ld+json" data-next-head="">{"@context":"http://schema.org","@type":"BreadcrumbList","description":"Breadcrumbs list","name":"Breadcrumbs","itemListElement":[{"@type":"ListItem","item":{"@id":"https://www.navattic.com","name":"Homepage"},"position":1},{"@type":"ListItem","item":{"@id":"https://www.navattic.com/blog","name":"Blog"},"position":2},{"@type":"ListItem","item":{"@id":"https://www.navattic.com/blog/interactive-demo-engagement-data","name":"Top Use Cases for Interactive Demo Account Engagement Data "},"position":3}]}</script><meta property="og:url" content="https://www.navattic.com/blog/interactive-demo-engagement-data" data-next-head=""/><meta property="og:type" content="article" data-next-head=""/><meta property="og:title" content="Top Use Cases for Interactive Demo Account Engagement Data " data-next-head=""/><meta property="og:description" content=" Several customers recently shared that they use Navattic interactive demo data for account qualification and prioritization — just like they would intent data. In this article, we’ll share the most common use cases we heard from additional customer interviews and explain how you can set them up yourself." data-next-head=""/><meta property="og:image" content="https://www.navattic.com/img/og-image.png" data-next-head=""/><meta property="og:site_name" content="Navattic" data-next-head=""/><meta name="twitter:card" content="summary_large_image" data-next-head=""/><meta name="twitter:creator" content="navattic" data-next-head=""/><meta name="twitter:title" content="Top Use Cases for Interactive Demo Account Engagement Data " data-next-head=""/><meta name="twitter:description" content=" Several customers recently shared that they use Navattic interactive demo data for account qualification and prioritization — just like they would intent data. 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pb-16"><div class="text-base font-medium flex items-center gap-x-4 sm:gap-x-6"><a class="text-white/60 hover:text-white/80" href="/blog">Article</a><div class="h-[20px] w-[1px] bg-white"></div><a href="/blog/category/features"><span class="text-white">Features + Integrations </span></a></div></section></div><div class="h-full container px-6 relative justify-between lg:flex"><article class="lg:w-7/12 pt-16 pb-20"><h1 class="text-royal-light text-4xl md:text-5xl md:leading-tight font-medium">Top Use Cases for Interactive Demo Account Engagement Data </h1><div class="mb-8"><div class="mt-4 mb-3 flex items-center text-lg"><div class="text-royal-light">6<!-- --> minute read</div></div></div><div class=""><div class="max-w-5xl mx-auto markdown-styles_markdown__qVeAv"><p>Interactive demos have a number of use cases, from educating and converting prospects to solidifying sales call takeaways to enabling existing customers and partners.</p><p>But there’s another valuable use case that may not immediately come to mind: capitalizing on the data interactive demos generate.</p><p>Several customers recently shared that they use <a href="/blog/interactive-demo-data">Navattic interactive demo data</a> for account qualification and prioritization — just like they would intent data.</p><p>And that prompted us to ask how else customers could use Navattic account-based engagement data. In this article, we’ll share the most common use cases we heard from additional customer interviews and explain how you can set them up yourself.</p><a href="#What-is-Account-Based-Engagement-Data" class="!no-underline"><div class="anchor" id="What-is-Account-Based-Engagement-Data"></div><h2 class="cursor-pointer group items-center flex hover:underline hover:underline-offset-3">What is Account-Based Engagement Data<span class="ml-3 invisible group-hover:visible transition-transform transform ease-in-out duration-200"><svg class="h-7 w-7" stroke="currentColor" fill="currentColor" stroke-width="0" viewBox="0 0 16 16" height="1em" width="1em"><path d="M4.715 6.542 3.343 7.914a3 3 0 1 0 4.243 4.243l1.828-1.829A3 3 0 0 0 8.586 5.5L8 6.086a1.002 1.002 0 0 0-.154.199 2 2 0 0 1 .861 3.337L6.88 11.45a2 2 0 1 1-2.83-2.83l.793-.792a4.018 4.018 0 0 1-.128-1.287z"></path><path d="M6.586 4.672A3 3 0 0 0 7.414 9.5l.775-.776a2 2 0 0 1-.896-3.346L9.12 3.55a2 2 0 1 1 2.83 2.83l-.793.792c.112.42.155.855.128 1.287l1.372-1.372a3 3 0 1 0-4.243-4.243L6.586 4.672z"></path></svg></span></h2></a><p>Interactive demo data tracks which prospects or accounts engage with your demo (through form fills or account enrichment) and how they interact with it (clicks, steps reached).</p><p>This combination of user and behavior data can inform how qualified an account is and help sales teams prioritize their outreach.</p><a href="#Top-Use-Cases-for-Demo-Engagement-Data" class="!no-underline"><div class="anchor" id="Top-Use-Cases-for-Demo-Engagement-Data"></div><h2 class="cursor-pointer group items-center flex hover:underline hover:underline-offset-3">Top Use Cases for Demo Engagement Data<span class="ml-3 invisible group-hover:visible transition-transform transform ease-in-out duration-200"><svg class="h-7 w-7" stroke="currentColor" fill="currentColor" stroke-width="0" viewBox="0 0 16 16" height="1em" width="1em"><path d="M4.715 6.542 3.343 7.914a3 3 0 1 0 4.243 4.243l1.828-1.829A3 3 0 0 0 8.586 5.5L8 6.086a1.002 1.002 0 0 0-.154.199 2 2 0 0 1 .861 3.337L6.88 11.45a2 2 0 1 1-2.83-2.83l.793-.792a4.018 4.018 0 0 1-.128-1.287z"></path><path d="M6.586 4.672A3 3 0 0 0 7.414 9.5l.775-.776a2 2 0 0 1-.896-3.346L9.12 3.55a2 2 0 1 1 2.83 2.83l-.793.792c.112.42.155.855.128 1.287l1.372-1.372a3 3 0 1 0-4.243-4.243L6.586 4.672z"></path></svg></span></h2></a><p>In our customer research, we came across some unique ways to leverage interactive demo data, from SDR outreach to account targeting and prioritization.</p><h3>SDR outreach</h3><p>The most common use case we heard on calls was using interactive demo data to help SDRs prioritize their accounts or expand the number of leads they’re getting.</p><p><strong>Prioritize</strong> when your team has too many inbound leads to sort through and doesn’t want to waste SDR’s time with low-intent accounts.</p><p><strong>Expand </strong>when you’re hiring new folks and notice your old lead lists are too dry to hand over to new reps. Accounts that run through interactive demos can be excellent warm leads — they’ve already expressed interest in your product.</p><h4>How to set it up</h4><p><strong>If you have an ungated demo:</strong></p><ol><li>Export account-level information from Navattic</li><li>Import that data into your CRM</li><li>Create a “top accounts” list in your CRM based on firmographic data that matches your ICP</li><li>Export your top account list and send it to SDRs</li></ol><p><strong>If you have a gated demo:</strong></p><p><em>And you have a CRM:</em></p><ol><li>Integrate with <a href="/integrations">Hubspot, Salesforce, or Marketo</a></li><li>Create a list in your CRM of the top accounts based on firmographic data that matches your ICP</li><li>Export your top account list and send it to SDRs</li></ol><p><em>And you don’t have a CRM:</em></p><ol><li>Export account data from Navattic directly</li><li>Remove existing customers or opportunities</li><li>Have a member of your Ops team manually assign those accounts to SDRs</li></ol><p><strong>Tip: </strong>Tell your SDRs to check what features each prospect or company explored in your interactive demo and tailor their message to the values of that particular feature or use case.</p><h3>Account tiering and prioritization</h3><p>Interactive demo data can help you refine your ideal customer profile or determine which new territories or industries to go after. Again, you can use tiering to prioritize or expand your account lists.</p><p><strong>Prioritize</strong> if you’re still trying to figure out what your ICP is. With the slow B2B sales cycle, developing an ICP based on sales demo-booked leads can take a long time. Interactive demos, on the other hand, allow you to quickly see what industries, companies, roles, or verticals are most interested in your product.</p><p><strong>Expand</strong> if you’re hoping to expand to new territories or industries. An influx of interactive demos from a particular type of person or company can be a promising leading indicator of a fruitful market.</p><h4>How to set it up</h4><ol><li>Create a list of the most engaged accounts going through your interactive demo in your CRM or by exporting a list out of Navattic</li><li>Look for commonalities among those companies. Examples could be location, industry, size, or job titles.</li></ol><p><strong>Tip:</strong> You can’t identify commonalities if you don’t have enough data. To get the kind of insights you need, consider placing your demo in a prominent spot on your website to encourage more prospects to try your interactive demo.</p><h3>Ad budgeting</h3><p>LinkedIn and Google Ads are incredibly expensive, so you want to make sure you’re serving them up to actual buyers. Interactive demo data can tell you which companies are actively thinking about or familiar with your software. As with the other use cases, ad budgeting based on interactive demo data can help you hone or amplify your ad strategy.</p><p><strong>Prioritize</strong> if you’re tight on budget and can only afford to serve ads to companies that are: (1) in your ICP and (2) interested in your product (i.e., have been through your interactive product demo).</p><p><strong>Expand</strong> by creating retargeting campaigns designed to convert companies who have gone through your product demo already. Send them a special offer to get them to convert or display a new CTA on other pages they visit.</p><h4>How to set it up</h4><ol><li>Create an audience list in your CRM, including all accounts that viewed your interactive demo</li><li>Add ICP firmographic data, like industry, size, and location</li><li>Send these audiences directly to LinkedIn or use a platform like <a href="https://6sense.com/" rel="noopener">6Sense</a> or <a href="https://metadata.io/" rel="noopener">Metadata</a> to narrow your targets even further</li></ol><p><strong>Tip: </strong>Don’t forget to personalize your ad campaigns. Create different audiences and ad creative according to the interactive demos accounts have gone through to continue highlighting the value prop(s) they care most about.</p><p>With enough interactive demo data, you can craft a well-defined ICP, drive sales productivity, and elevate your GTM strategy. To boost your interactive demo user count and beef up your demo data:</p><ul><li><a href="/blog/creative-ways-to-use-interactive-demos">6 Quick Creative Ways to Use Interactive Demos</a></li><li><a href="/blog/interactive-demo-copywriting-tips">High Converting Interactive Demos Tips from a Copywriting Expert</a></li><li><a href="/blog/product-demos-ads">Ad Best Practices for Product Demos</a></li></ul></div><div class="mt-12"><div class="text-zinc-600 text-sm mb-5">Share</div><div class="flex gap-x-4"><a href="https://twitter.com/intent/tweet?url=https://navattic.com/blog/interactive-demo-engagement-data" target="_blank" aria-label="Share on X" rel="noopener noreferrer" class="text-[rgb(50,109,199)] hover:text-royal-light rounded"><svg stroke="currentColor" fill="currentColor" stroke-width="0" viewBox="0 0 512 512" height="24" width="24" xmlns="http://www.w3.org/2000/svg"><path d="M389.2 48h70.6L305.6 224.2 487 464H345L233.7 318.6 106.5 464H35.8L200.7 275.5 26.8 48H172.4L272.9 180.9 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class="absolute inset-y-0 left-0 flex items-center" aria-hidden="true"></span>Company Insights</div></div><div class="text-2xl font-medium text-primary mb-1 font-sans">Learnings When Building a Screen-Linked Live Demo Product</div><div class="cursor-pointer leading-6 opacity-100 font-normal text-xs text-secondary">ARTICLE - 2 minute read</div><div class="text-secondary mt-4 font-light font-sans">Learnings when exploring a screen-linked live demo product offering.</div></div></a></div></article><aside class="lg:border-l lg:pl-10 hidden lg:block space-y-10 border-t border-zinc-200 pb-8 pt-5 lg:mt-0 lg:w-3/12 lg:border-t-0 "><div class="mt-12"><div class="text-zinc-500 text-sm mb-5">Posted by</div><div class="flex flex-col gap-3"><div class="flex items-center"><div class="rounded-full shrink-0"><img alt="Natalie Marcotullio" loading="lazy" width="200" height="200" decoding="async" data-nimg="1" class="inline-block h-8 w-8 rounded-full" style="color:transparent;margin-bottom:0" srcSet="https://cdn.sanity.io/images/8czhh5u2/production/0e445e944594aad8fa3b4b8464103ca69b137ef6-200x200.jpg?w=200&auto=format 1x, https://cdn.sanity.io/images/8czhh5u2/production/0e445e944594aad8fa3b4b8464103ca69b137ef6-200x200.jpg?w=200&auto=format 2x" src="https://cdn.sanity.io/images/8czhh5u2/production/0e445e944594aad8fa3b4b8464103ca69b137ef6-200x200.jpg?w=200&auto=format"/></div><span class="ml-3 text-sm font-medium text-royal-light">Natalie Marcotullio</span></div></div><div class="mt-7"><span class="text-gray-500 text-sm">Published<!-- --> <time class="inline-flex text-gray-800 font-medium" dateTime="2023-11-03T13:53:00.000Z">November 3, 2023</time></span></div></div><div class="sticky top-20 grid gap-10"><div><div class="w-full border-b pb-4 mb-4 font-semibold text-royal-light text-sm">In this <!-- -->article</div><ol class="grid gap-5"><li class=" font-medium flex items-center text-xs cursor-pointer leading-snug text-zinc-600"><span>What is Account-Based Engagement Data</span></li><li class=" font-medium flex items-center text-xs cursor-pointer leading-snug text-zinc-600"><span>Top Use Cases for Demo Engagement Data</span></li></ol></div><div class="bg-slate-900 shadow-xl shadow-slate-900/20 rounded-lg p-6"><h2 class="text-white text-lg font-semibold mb-5">Want to get started with interactive demos?</h2><a href="https://app.navattic.com/auth/sign-up"><button class="group duration-100 bg-gradient-to-b from-slate-500 to-slate-700 hover:to-slate-600 flex items-center inline-block justify-center rounded-md border-t border-slate-400 px-5 py-3 text-sm font-medium text-white shadow-sm focus:outline-none focus:ring-2 focus:border focus:ring-slate-100 text-sm focus:ring-slate-200/30">Sign up free<span aria-hidden="true" class="bg-white/20 p-[2px] rounded-full ml-2 -mr-1 leading-none flex items-center">→</span></button></a></div><div><div class="mt-20 grid space-y-20"><a href="/blog/interactive-demo-enterprise"><div class="group"><div 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Inc.</div></div></footer></div><script id="__NEXT_DATA__" type="application/json">{"props":{"pageProps":{"preview":false,"data":{"post":{"excerpt":" Several customers recently shared that they use Navattic interactive demo data for account qualification and prioritization — just like they would intent data. 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