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items-center justify-center rounded-lg data-[hover]:bg-gray-100 border border-transparent hover:border-gray-200 lg:hidden transition" aria-label="Open navigation" id="headlessui-disclosure-button-:Rar6m:" type="button" aria-expanded="false" data-headlessui-state=""><svg class="inline shrink-0 self-center size-4"><use href="/icons/sprite.svg#menu"></use></svg></button></div></div></div></div></div></header></div><main class="overflow-x-clip relative -mt-[80px] pt-[80px]"><div class="max-w-6xl mx-auto px-4 lg:px-8"><div class="relative mx-auto max-w-2xl lg:max-w-[85rem]"><section class="mt-20 pb-5 lg:pb-2"><div class="text-sm font-medium flex items-center gap-2"><a class="text-gray-500 font-normal hover:text-gray-800" href="/blog">Article</a><span class="text-sm text-gray-500 font-normal">/</span><a href="/blog/category/customers"><span class="text-sm font-medium text-gray-800">Customer Interviews </span></a></div></section><h1 class="text-4xl md:leading-tight font-medium text-gray-800">Customer Interview Series: Demoing Salesforce Apps with Maarten Rooney</h1><div class="mt-4 mb-3 flex items-center text-base"><div class="my-2 flex items-center gap-2 text-sm"><div class="hidden sm:flex items-center gap-2"><div class="flex-shrink-0 group block"><div class="flex items-center"><div class="flex gap-1"><div class="border border-gray-300 rounded-full overflow-hidden"><img alt="Natalie Marcotullio" loading="lazy" width="200" height="200" decoding="async" data-nimg="1" class="block size-8" 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></div><div class="ml-3 text-sm font-normal text-gray-700"><span>Natalie Marcotullio</span></div></div></div><div class="bg-gray-300 w-px h-4"></div></div><div class="text-gray-600 font-normal">4<!-- --> min read</div><div class="bg-gray-300 w-px h-4"></div><span class="text-gray-600"><div class="flex font-normal"><time class="block" dateTime="2024-05-14T23:19:00.000Z">May 14, 2024</time></div></span></div></div><div class="mt-10 lg:flex justify-between"><div class="max-w-2xl pb-32"><div class="max-w-5xl mx-auto markdown_markdown__QQQsG"><h4><strong>About this series:</strong></h4><p><em>We spoke with the builders whose interactive demos were part of the top 1% of top-performing interactive demos from our</em>聽<em><a href="/report/state-of-the-interactive-product-demo-2024">State of the Interactive Product Demo 2024</a>.</em></p><p></p><p>See how <a href="https://www.linkedin.com/in/maarten-rooney-277436/" rel="noopener">Maarten Rooney</a> at <a href="https://www.singlify.app/" rel="noopener">Singlify</a> scales demoing their Salesforce app to<strong> give prospects a controlled view into their platform.</strong></p><div><div style="position:relative;margin-bottom:40px"><div style="display:block;width:100%;padding:56.25% 0 0 0;margin:0"></div><div style="position:absolute;top:0;left:0;right:0;bottom:0;padding:0;margin:0"><iframe width="100%" height="100%" loading="lazy" src="https://www.youtube.com/embed/vdGvkwEO1eI" frameBorder="0" allow="autoplay; fullscreen"></iframe></div></div></div><a href="#How-do-you-use-interactive-demos-at-Singlify" class="!no-underline"><div class="anchor scroll-mt-20" id="How-do-you-use-interactive-demos-at-Singlify"></div><h2 class="cursor-pointer group relative text-gray-700 mt-32"><span class="absolute right-full top-[3px] -translate-y-1 opacity-0 group-hover:opacity-100 delay-300 duration-100 pr-3"><svg class="inline shrink-0 self-center size-4 text-gray-600"><use href="/icons/sprite.svg#link"></use></svg></span>How do you use interactive demos at Singlify?</h2></a><p>We're a UK-based, social fintech and focus on inclusive finance sectors. That is credit unions, microfinance institutions, and social investors.</p><p>We've built an end-to-end core banking solution on the Salesforce platform that supports inclusive finance providers with digital transformation.</p><p>Before Navattic, we either did a live Salesforce demo or used PowerPoint slides with screenshots.</p><p>The disadvantage of doing a live Salesforce demo is that Salesforce is quite elaborate in terms of functionality. And there was potential for getting sidetracked by different prospect questions.</p><p>To maintain our narrative and accommodate varying audience interests, we shifted towards a more controlled presentation using screenshots. However, this approach was less interactive.</p><p>Navattic fits in very well for us because it lets us demo on Salesforce and give customers a real sense and feel of Singlify.</p><p>We can still guide them through the product in a prescriptive way which we can cover in 20 minutes, which is what we would cover in 45 minutes during a live demo.</p><div class="relative"><a href="https://singlify.navattic.com/ax23lwxtq"><img src="https://cdn.sanity.io/images/8czhh5u2/production/6d94e09fffcac3e5f806fec5038433ada6c53cb8-3252x1666.png" alt="Singlify demo" style="width:100%;height:100%;"></a> <figcaption style="align: left; text-align:center;"> Click in to see the Singlify Interactive Demo</figcaption> </div><a href="#How-did-you-build-out-your-interactive-demo-for-a-Salesforce-app" class="!no-underline"><div class="anchor scroll-mt-20" id="How-did-you-build-out-your-interactive-demo-for-a-Salesforce-app"></div><h2 class="cursor-pointer group relative text-gray-700 mt-32"><span class="absolute right-full top-[3px] -translate-y-1 opacity-0 group-hover:opacity-100 delay-300 duration-100 pr-3"><svg class="inline shrink-0 self-center size-4 text-gray-600"><use href="/icons/sprite.svg#link"></use></svg></span><strong>How did you build out your interactive demo for a Salesforce app?</strong></h2></a><p>Singlify consists of about 10 different modules. So within Navattic, we've built a checklist where we have the menu on the right.</p><p>If a client is interested in loan management, we can guide them through the relevant loan management section of our product using the checklist.</p><p>Each module is roughly 10 screens that go into depth around that individual topic. This allows our sales reps to dive deep into specific features without getting distracted.</p><p>We鈥檝e been going founder-led sales for a while so it's especially helpful for newer team members who might find navigating a comprehensive live demo challenging.</p><blockquote><strong><em>It鈥檚 great for transitioning from founder-led sales. When you train the team, it's not just giving them all at once. It's a little bit of time to learn.</em></strong></blockquote><a href="#Are-you-using-interactive-demos-beyond-live-demos" class="!no-underline"><div class="anchor scroll-mt-20" id="Are-you-using-interactive-demos-beyond-live-demos"></div><h2 class="cursor-pointer group relative text-gray-700 mt-32"><span class="absolute right-full top-[3px] -translate-y-1 opacity-0 group-hover:opacity-100 delay-300 duration-100 pr-3"><svg class="inline shrink-0 self-center size-4 text-gray-600"><use href="/icons/sprite.svg#link"></use></svg></span><strong>Are you using interactive demos beyond live demos?</strong></h2></a><p>We have a simplified version of our product on our website's front page, which includes about ten self-guided steps.</p><p>We're exploring additional applications like introducing quick links on social media to showcase new features and enhance engagement.</p><blockquote><strong><em>Post-demo, we often share the Navattic link in combination with the call recording, so that they can share it further with their team and navigate through the app themselves.</em></strong></blockquote><a href="#Any-tips-or-recommendations-you'd-have-for-someone-new-to-Navattic" class="!no-underline"><div class="anchor scroll-mt-20" id="Any-tips-or-recommendations-you'd-have-for-someone-new-to-Navattic"></div><h2 class="cursor-pointer group relative text-gray-700 mt-32"><span class="absolute right-full top-[3px] -translate-y-1 opacity-0 group-hover:opacity-100 delay-300 duration-100 pr-3"><svg class="inline shrink-0 self-center size-4 text-gray-600"><use href="/icons/sprite.svg#link"></use></svg></span>Any tips or recommendations you'd have for someone new to Navattic?</h2></a><p>Navattic is quite intuitive and user-friendly. We support new users with recorded tutorials and encourage them to experiment with existing projects within Navattic.</p><p>We found, that even for people who are new to the team, within an hour or two they can understand the basics of Navattic.</p><blockquote><strong><em>The key challenge lies in crafting the narrative鈥攄eciding what pages to show and how to present them effectively.</em></strong></blockquote><a href="#Have-you-received-any-feedback-on-the-Navattic-experience" class="!no-underline"><div class="anchor scroll-mt-20" id="Have-you-received-any-feedback-on-the-Navattic-experience"></div><h2 class="cursor-pointer group relative text-gray-700 mt-32"><span class="absolute right-full top-[3px] -translate-y-1 opacity-0 group-hover:opacity-100 delay-300 duration-100 pr-3"><svg class="inline shrink-0 self-center size-4 text-gray-600"><use href="/icons/sprite.svg#link"></use></svg></span><strong>Have you received any feedback on the Navattic experience?</strong></h2></a><p>The response has been positive. Users are curious about the tool, and it has been particularly effective during workshops and client meetings in the UK.</p><p>The interactive aspect of Navattic helps in quickly and effectively communicating our product's features and benefits.</p></div><div class="mt-12"><div class="text-gray-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/customer-interview-series-demoing-salesforce-apps-with-maarten-rooney" target="_blank" aria-label="Share on X" rel="noopener noreferrer" class="text-gray-900 hover:rounded"><svg class="inline shrink-0 self-center size-4"><use href="/icons/sprite.svg#twitter-x"></use></svg></a><a href="https://www.linkedin.com/shareArticle?mini=true&url=https://navattic.com/blog/customer-interview-series-demoing-salesforce-apps-with-maarten-rooney" target="_blank" aria-label="Share on LinkedIn" rel="noopener noreferrer" class="text-gray-900 hover:rounded"><svg class="inline shrink-0 self-center size-4"><use href="/icons/sprite.svg#linkedin"></use></svg></a><a href="https://www.facebook.com/sharer/sharer.php?u=https://navattic.com/blog/customer-interview-series-demoing-salesforce-apps-with-maarten-rooney" target="_blank" aria-label="Share on Facebook" rel="noopener noreferrer" class="text-gray-900 hover:rounded"><svg class="inline shrink-0 self-center size-4"><use href="/icons/sprite.svg#facebook"></use></svg></a><a href="mailto:?subject=Customer Interview Series: Demoing Salesforce Apps with Maarten Rooney&body=See how Maarten Rooney at Singlify scales demoing their Salesforce app to give prospects a controlle...%0A%0Ahttps://navattic.com/blog/customer-interview-series-demoing-salesforce-apps-with-maarten-rooney" target="_blank" aria-label="Share on Email" rel="noopener noreferrer" class="text-gray-900 hover:rounded"><svg class="inline shrink-0 self-center size-4"><use href="/icons/sprite.svg#mail"></use></svg></a></div></div><h2 class="ml-6 mt-20 mb-6 text-lg">Next Post</h2><div class="w-auto"><div class="gap-px border bg-gray-200/80 relative grid h-full border-gray-200/80 grid-rows-[repeat(var(--grid-rows),minmax(0,1fr))] sm:grid-rows-[repeat(var(--grid-rows-sm),minmax(0,1fr))] md:grid-rows-[repeat(var(--grid-rows-md),minmax(0,1fr))] lg:grid-rows-[repeat(var(--grid-rows-lg),minmax(0,1fr))] grid-cols-[repeat(var(--grid-cols),minmax(0,1fr))] sm:grid-cols-[repeat(var(--grid-cols-sm),minmax(0,1fr))] md:grid-cols-[repeat(var(--grid-cols-md),minmax(0,1fr))] lg:grid-cols-[repeat(var(--grid-cols-lg),minmax(0,1fr))]" style="--grid-rows:auto;--grid-rows-sm:auto;--grid-rows-md:auto;--grid-rows-lg:auto;--grid-cols:auto;--grid-cols-sm:auto;--grid-cols-md:auto;--grid-cols-lg:auto"><div class="group/item relative p-8 lg:p-12 row-[var(--grid-row)] sm:row-[var(--grid-row-sm)] md:row-[var(--grid-row-md)] lg:row-[var(--grid-row-lg)] col-[var(--grid-col)] sm:col-[var(--grid-col-sm)] md:col-[var(--grid-col-md)] lg:col-[var(--grid-col-lg)] bg-white" style="--grid-row:auto;--grid-row-sm:auto;--grid-row-md:auto;--grid-row-lg:auto;--grid-col:auto;--grid-col-sm:auto;--grid-col-md:auto;--grid-col-lg:auto"><a href="/blog/ungated-interactive-demos"><div class=" w-full font-normal flex flex-col gap-4"><div class="inline-flex w-fit items-center text-center font-regular whitespace-nowrap overflow-hidden shrink-0 border-[0.5px] h-5 text-[14px] gap-1 px-2 rounded-md bg-green-50 border-green-200 text-green-800 [box-shadow:_0px_-1px_1px_0px_hsla(148,88%,16%,0.14)_inset,0px_1px_2px_0px_hsla(166,57%,95%,0.5)_inset]" id="42a1caea-d54b-46fe-96fa-28d7420079cd"><span class="flex items-center truncate">Sales Enablement</span></div><div class="flex flex-col gap-1"><div class="text-2xl text-pretty font-medium text-primary mb-1 font-sans">How to See Which Prospects Go Through Your Interactive Demo (Without a Gate)</div><div class="font-normal text-balance text-gray-500">Ungating your demo boosts the chances that a prospect will engage with it. 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Learn 3 strategies for identifying your high-intent prospects without needing a gate.</div></div><button class="relative flex items-center justify-center whitespace-nowrap transition-all border outline-none focus-visible:outline-none group w-fit disabled:opacity-50 disabled:cursor-not-allowed font-medium leading-none bg-white h-8 rounded-lg text-sm gap-x-1.5 px-3 mt-2" type="button" data-headlessui-state="">Read more</button></div></a></div><svg viewBox="0 0 15 15" aria-hidden="true" vector-effect="non-scaling-stroke" class="absolute size-[15px] p-1 fill-gray-400 z-10 opacity-60 -top-2 -right-2"><path d="M8.5 0H6.5V6.5H0V8.5H6.5V15H8.5V8.5H15V6.5H8.5V0Z"></path></svg><svg viewBox="0 0 15 15" aria-hidden="true" vector-effect="non-scaling-stroke" class="absolute size-[15px] p-1 fill-gray-400 z-10 opacity-60 -top-2 -left-2"><path d="M8.5 0H6.5V6.5H0V8.5H6.5V15H8.5V8.5H15V6.5H8.5V0Z"></path></svg><svg viewBox="0 0 15 15" aria-hidden="true" vector-effect="non-scaling-stroke" class="absolute 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lg:pt-0"><div class="pl-44 sticky top-20 grid gap-10"><div><div class="w-full pb-2 mb-4 font-medium text-sm">In this <!-- -->article</div><ol class="grid gap-5"><li class="flex items-start text-xs font-normal cursor-pointer text-pretty group group-transition-colors text-gray-500 hover:text-gray-500 transition-colors"><span class="mt-1"></span><span class="group-hover:text-gray-700">How do you use interactive demos at Singlify?</span></li><li class="flex items-start text-xs font-normal cursor-pointer text-pretty group group-transition-colors text-gray-500 hover:text-gray-500 transition-colors"><span class="mt-1"></span><span class="group-hover:text-gray-700">How did you build out your interactive demo for a Salesforce app?</span></li><li class="flex items-start text-xs font-normal cursor-pointer text-pretty group group-transition-colors text-gray-500 hover:text-gray-500 transition-colors"><span class="mt-1"></span><span class="group-hover:text-gray-700">Are you using interactive demos beyond live demos?</span></li><li class="flex items-start text-xs font-normal cursor-pointer text-pretty group group-transition-colors text-gray-500 hover:text-gray-500 transition-colors"><span class="mt-1"></span><span class="group-hover:text-gray-700">Any tips or recommendations you'd have for someone new to Navattic?</span></li><li class="flex items-start text-xs font-normal cursor-pointer text-pretty group group-transition-colors text-gray-500 hover:text-gray-500 transition-colors"><span class="mt-1"></span><span class="group-hover:text-gray-700">Have you received any feedback on the Navattic experience?</span></li></ol></div><div class="bg-gray-100 rounded-lg p-6"><h2 class="text-lg font-semibold mb-3">Ready to get started with interactive demos?</h2><div class="relative"><img src="/img/screenshots/home-landing.png" class="rounded-md max-w-[280px] border"/><div class="absolute bottom-0 left-0 w-full h-32 bg-gradient-to-t from-gray-100 to-transparent rounded-md"></div></div><a class="relative flex items-center justify-center whitespace-nowrap transition-all border outline-none focus-visible:outline-none group w-fit disabled:opacity-50 disabled:cursor-not-allowed font-medium leading-none bg-white h-7 rounded-lg text-sm gap-x-1.5 px-2.5 border-gray-300 shadow-button-elevated text-gray-700 hover:bg-gray-50 hover:text-gray-900 dark:bg-white/10 dark:border-gray-600 dark:text-white active:text-gray-900 data-[active=true]:text-gray-900 active:shadow-button-shallow-inset-indented data-[active=true]:shadow-button-shallow-inset-indented focus-visible:shadow-gray-focus focus-visible:text-gray-900" data-headlessui-state="" href="https://app.navattic.com/auth/sign-up">Try for free</a></div><div class="w-auto"><div class="text-sm pb-2 mb-4 font-medium"> Related posts </div><div class="flex flex-col gap-4"><a href="/blog/updating-interactive-demos"><div class="group mt-2"><div class="inline-flex w-fit items-center text-center font-regular whitespace-nowrap overflow-hidden shrink-0 border-[0.5px] h-4 text-[12px] gap-0.5 px-1.5 rounded-md bg-red-50 border-red-200 text-red-800 [box-shadow:0px_-1px_1px_0px_hsla(0,63%,31%,0.14)_inset,0px_1px_2px_0px_hsla(0,86%,97%,0.5)_inset]" id="48e8d843-0b19-4ad0-8288-1e179bbad106"><span class="flex items-center truncate">Best Practices</span></div><div class="text-base mt-2 text-gray-700 font-medium group-hover:text-gray-800">Tips for Updating an Interactive Demo with New UI or Features</div></div></a><a href="/blog/customer-interview-series-customer-training-and-lead-gen-with-trupti-wadadekar"><div class="group mt-2"><div class="inline-flex w-fit items-center text-center font-regular whitespace-nowrap overflow-hidden shrink-0 border-[0.5px] h-4 text-[12px] gap-0.5 px-1.5 rounded-md bg-orange-50 border-orange-200 text-orange-800 [box-shadow:0px_-1px_1px_0px_hsla(15,75%,28%,0.14)_inset,0px_1px_2px_0px_hsla(33,100%,96%,0.5)_inset]" id="5e86cfe8-e844-4fef-a86d-798ddbe2d154"><span class="flex items-center truncate">Customer Interviews </span></div><div class="text-base mt-2 text-gray-700 font-medium group-hover:text-gray-800">Customer Interview Series: Customer Training and Lead Gen with Trupti Wadadekar </div></div></a></div></div></div></aside></div></div></div><div class="relative size-full bg-gray-50"><div class="z-10 relative pb-16 pt-20 text-center sm:py-24"><div class="px-4 lg:px-8"><div class="relative mx-auto max-w-2xl lg:max-w-[85rem]"><div class="gap-px border bg-gray-200/80 relative grid h-full border-gray-200/80 grid-rows-[repeat(var(--grid-rows),minmax(0,1fr))] sm:grid-rows-[repeat(var(--grid-rows-sm),minmax(0,1fr))] md:grid-rows-[repeat(var(--grid-rows-md),minmax(0,1fr))] lg:grid-rows-[repeat(var(--grid-rows-lg),minmax(0,1fr))] grid-cols-[repeat(var(--grid-cols),minmax(0,1fr))] sm:grid-cols-[repeat(var(--grid-cols-sm),minmax(0,1fr))] md:grid-cols-[repeat(var(--grid-cols-md),minmax(0,1fr))] lg:grid-cols-[repeat(var(--grid-cols-lg),minmax(0,1fr))]" style="--grid-rows:1;--grid-rows-sm:1;--grid-rows-md:1;--grid-rows-lg:1;--grid-cols:1;--grid-cols-sm:1;--grid-cols-md:1;--grid-cols-lg:1"><div class="group/item relative p-8 lg:p-12 row-[var(--grid-row)] sm:row-[var(--grid-row-sm)] md:row-[var(--grid-row-md)] lg:row-[var(--grid-row-lg)] col-[var(--grid-col)] sm:col-[var(--grid-col-sm)] md:col-[var(--grid-col-md)] lg:col-[var(--grid-col-lg)] bg-white/90 flex flex-col items-center" style="--grid-row:auto;--grid-row-sm:auto;--grid-row-md:auto;--grid-row-lg:auto;--grid-col:auto;--grid-col-sm:auto;--grid-col-md:auto;--grid-col-lg:auto"><hgroup class="flex flex-col items-center"><h3 class="mt-6 text-gray-900 text-4xl">Build demos<br/>that<span class="text-gray-600"> delight.</span></h3></hgroup><div class="mt-8 mb-4 flex justify-center gap-3"><a class="relative flex items-center justify-center whitespace-nowrap transition-all border outline-none focus-visible:outline-none group w-fit disabled:opacity-50 disabled:cursor-not-allowed 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2.823l-3.35 2.677zM14.614 33.38l-.944 1.548a11 11 0 0 1-10.137 5.247l-1.255-.089-2.166-.235c-.078-.111.395-2.16 1.42-6.147 5.227-2.321 9.588-2.43 13.081-.325zm23.478-9.783l-1.842 7.858c.002.062-.031.12-.085.15-10.419 5.766-23.317-6.584-33.741-.992-.111.06-.213.039-.217-.088l1.797-7.296c-.002-.063.031-.12.085-.15 10.419-5.766 23.696 6.777 33.632.367.097-.063.368.024.371.152zm2.454-10.624l-1.842 7.858c.002.062-.031.12-.085.15-10.419 5.766-23.317-6.584-33.741-.992-.111.06-.213.039-.217-.088l1.797-7.296c-.002-.063.031-.12.085-.15 10.419-5.766 23.696 6.777 33.632.367.097-.063.368.024.371.152zm2.035-9.923c.087.104-.483 2.276-1.711 6.518-4.952 2.735-9.26 3.207-12.924 1.415l1.019-1.906a11 11 0 0 1 8.879-5.782l2.665-.186c1.344-.084 2.035-.104 2.072-.059z"></path></g></g></svg><div class="text-gray-500 text-sm hidden md:block">Make buying easier with interactive demos</div></div><div class="border-t border-gray-100 relative pb-10"><div class="grid grid-cols-2 gap-y-10 pb-6 lg:grid-cols-6 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to","_key":"72d7e20f3ae94","_type":"span","marks":[]},{"_type":"span","marks":["strong"],"text":" give prospects a controlled view into their platform.","_key":"fa5db033c3f2"}]},{"_key":"db8352475896","src":"https://youtu.be/vdGvkwEO1eI","_type":"videoEmbed"},{"children":[{"marks":[],"text":"How do you use interactive demos at Singlify?","_key":"a5b81043f213","_type":"span"}],"_type":"block","style":"h2","_key":"ee65ab1862e8","markDefs":[]},{"markDefs":[],"children":[{"_type":"span","marks":[],"text":"We're a UK-based, social fintech and focus on inclusive finance sectors. 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And there was potential for getting sidetracked by different prospect questions.","_key":"088fc00feaa40"}]},{"markDefs":[],"children":[{"_type":"span","marks":[],"text":"To maintain our narrative and accommodate varying audience interests, we shifted towards a more controlled presentation using screenshots. 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