effyPitchPitch · PrepareDemo · EngageDoc · Convert
effyPitch · 02 · ENGAGE

Help buyers understand the value before the sales conversation ends.

Build guided interactive demos, personalised product journeys and safe sandbox environments that let buyers explore value before they buy.

InteractiveSandboxMake the journey relevant to the accountdTrackable
Interactive product sandboxBuyer exploring
customer-demo.effybiz.com
Acme CRMDashboardPipelineReportsForecast
Sales dashboardTry it yourself
₹42.8LPipeline
18Open deals
74%Win rate
Explore this workflowLaunch sandbox →
Demo capabilities

Choose the experience that fits how this buyer wants to learn, explore and decide.

Move from a seller-controlled walkthrough to a buyer-friendly product experience.

Help the buyer reach the value faster

Chapters, hotspots, prompts and contextual journeys help buyers follow the story at their own pace.

Give the buyer confidence through hands-on exploration

Give prospects a realistic environment to explore workflows without touching the production system.

Make the experience relevant to their business

Use the prospect’s industry, role, use case and business context to make the experience relevant.

Three ways to demo

Choose the experience that fits the buyer.

Use a guided story when you need control, a personalised experience when relevance matters, or a sandbox when the buyer needs to explore.

01 · GUIDED TOUR

Guide the buyer to the moments that matter.

Lead the buyer through key screens with hotspots, tooltips, chapters, forms, voiceover or presenter guidance.

1See pipeline health
  • Self-guided or seller-led
  • Chapter-based journeys
  • Hotspots and contextual guidance
02 · PERSONALISED DEMO

Connect the product to their role, use case and priorities.

Adapt the experience to the prospect's company, role, industry, use case, data and priorities.

ACME CORP.Executive view
Retail growthPartner network42 active users
Prepared for your business context
  • Account-specific messaging
  • Role and industry context
  • Reusable templates with dynamic content
03 · SANDBOX

Let them explore without the risk of a live environment.

Give buyers a safe, stable product environment to click, explore workflows and understand the product hands-on.

Demo environmentSAFE SANDBOX
Try it yourself →
  • Hands-on exploration
  • Stable, non-production environment
  • Reusable demo templates
Show it, personalise it, let them try it

Three ways to create confidence. One goal: move the buyer forward.

Use the right level of control for the moment — guide the buyer, tailor the story, or hand them a safe environment to explore.

Guided Tour, Make the journey relevant to the accountd Demo and Sandbox experiences
Guided TourSeller-controlled story
Make the journey relevant to the accountd DemoAccount-specific journey
SandboxHands-on exploration
How to create a demo

Turn product knowledge into a buyer experience that helps the deal move.

Build once, then reuse and personalise the experience across live calls, follow-ups, events and digital channels.

01

Start with the buyer’s preferred experience

Start with Guided Tour, Make the journey relevant to the accountd Demo or Sandbox.

GuidedMake the journey relevant to the accountdSandbox
02

Build only the product journey that matters

Capture product screens or build the demo environment and define the story.

Screen 01Screen 02Screen 03
03

Explain the value at the moment it matters

Add hotspots, tooltips, chapters, presenter content and relevant CTAs.

HotspotTooltipCTA
04

Make the journey relevant to the account

Adapt the journey, data, messaging and intro for the account or persona.

ACME CORP.VP Sales · India
05

Make sure every step works before sharing

Check every click, branch, screen and CTA before sharing.

Flow100% ready
06

Let buyers explore — and see where interest builds

Send as a link, embed, live demo or leave-behind and watch engagement.

7steps explored4:28engaged
During the conversation

Use it with the seller or let the buyer continue exploring on their own.

effyPitch Demo can support a live seller-led session, a self-guided experience or a follow-up journey that keeps working after the meeting.

  • Guide the buyer through the exact workflow that matters.
  • Switch from presentation to hands-on sandbox exploration.
  • Make the journey relevant to the account the experience for the account and use case.
  • Track what the buyer explored and where attention increased.
Buyer journeyLive + on demand
GuideExploreSandboxTrack
7Steps explored
4:28Time engaged
3Key screens
2Return visits
What effyBiz adds

Demo connects back to readiness and conversion.

Demo is not isolated from the rest of the sales process. The experience can be prepared in Pitch, delivered through Demo and followed by a trackable Doc.

  • Pitch prepares the seller for the story and audience.
  • Demo gives the buyer an experience, not just a presentation.
  • Doc captures the next step and buyer engagement.
  • Sales intelligence can surface which experiences are helping deals move.
effyPitch journeyConnected
PrepareEngageConvert
Next in effyPitch

Turn product interest into a visible signal for the next sales action.

Pitch · PREPARE

Build readiness with structured stories, approved content and AI roleplay.

Know more →
Doc · CONVERT

Carry the conversation forward with a personalised, interactive and trackable proposal.

Know more →