Can Shadow Calling Improve SDR/Sales Productivity?
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Picture this: A newbie salesperson, Ryan has joined your team. On his first day, instead of being briefed about his responsibilities, he was bombarded with the several client details.
And the next moment, he was thrown in front of a new customer to conduct the sales call and woo them.
*Salesperson sweats in fear*
Isn’t that the first reaction when someone puts you in an uncomfortable situation?
Especially on the first day at work.
So, what should you have done differently?
Well, instead of overloading the newbie SDR with loads of information, guide them about how they can improve their sales skills and conduct effective cold calls.
One sure-shot way of doing this is by maximizing shadow calling.
Shadowing a more experienced salesperson on calls can help newbies learn the ropes and improve their performance quickly. It's a win-win for everyone involved: the company gets better sales results, and new salespeople get the experience they need to succeed.
In this article, we'll break down everything about shadow calling:
- What is shadow calling?
- How to shadow a sales call?
- Top tips to know before starting the shadow call
What Is Shadow Calling?
Shadow calling aka a ride-along is the process of having a new salesperson ‘shadow’ or listen in on calls made by more experienced SDRs.
The shadow salesperson doesn't participate in the call, instead just takes notes and learns. Now, why do this?
Call Shadowing Improves SDRs’ Ramp-Up Time
When you're shadow calling a top-performing sales rep, you need to closely observe the following activities they do, and take notes. By doing this, you’ll be able to understand their processes of conducting the sales calls end-to-end. This will help you ramp up to full speed on how to deal with rejections or handle objections, and move on to the next prospect quickly.
So, What do you learn by shadowing a sales call?
- Understand the Pre-Call Rituals of the SDR
Look at the SDR's research criteria: do they conduct a basic research check on prospects or a comprehensive one?
If they just did the basic research check, they’ll have details like:
- Company name
- What the company does
- How long the company has been in business
But with in-depth research about the prospect, they’ll know about their competitors, failures, achievements, strengths, and weak areas, their pain points, and the ideal solutions they're looking for.
By doing this, the salesperson can personalize their script and ask more qualified questions to the prospect.
💡Note-taking tip: Understand how did the SDR find this information. By visiting the company website or stories on authoritative publications? Through prospect's social media pages? Take note of all the resources the SDR uses to prepare for the call.
Also Read: Solution Selling vs Product Selling: What Makes Sense for Your B2B Business?
- Find Out What Their Cold Calling Process Looks Like
Picture this: the salesperson starts the call with the prospect. They greet the prospect cheerfully, talk about non-work things with the prospect and warm up the prospect. Now, share the agenda for the call and start asking questions to understand the prospect's struggles.
They emphasize their challenges and educate them about the solution. And finally, they pitch their product and showcase the product's benefits to the prospect.
During this entire process, as a newbie salesperson, you need to jot down details like:
- How did the SDR greet the prospect?
- How did they warm them up and build the initial connection?
- What questions did they ask the prospect to get the right answers?
- How and when did they pitch the product to prospect?
- How did they respond to sales objections?
- How did they end the call?
💡Note-taking tip: Ask the SDR to record the call so that you can replay the conversation later and imitate a similar process when you conduct your first sales call.
- Observe their Tone of Voice
Observe how the salesperson talks to the prospect and leads the call. Does their tone of voice seem warm and friendly or are they straightforward and confident?
This will give you an understanding of the tone you need to use to keep the prospect interested and involved during the call.
For example, the salesperson seems to be cheerful and jolly while starting the conversation with the prospect.
💡Note-taking tip: Jot down the elements the salesperson used for a friendly conversation and write about what elements you can use during your interaction with the prospect.
- Analyze the Pace at Which the SDR Delivers the Sales Script
One question that comes up while observing the live sales call could be when to introduce your product to the prospect. That’s where you need to observe the pace at which the salesperson is delivering the sales script.
Are they quickly jumping to pitching their product?
Or are they taking their time building the rapport, educating the client, and then pitching the product?
💡Note-taking tip: Check the pace of each element—from the time the salesperson takes to introduce themselves to ask them qualifying questions and then pitching their product.
- Understand how they handle objections
Handling sales objections can be tricky. A good way to deal with them is to actively listen to the kind of questions and concerns the prospect raises.
Do they have concerns about:
- The time
- Awareness about the product or the brand
- Implementation timeline
- Any missing product features
Now, observe how the salesperson responds to their concerns.
- Did the salesperson offer a time-restricted discount to address pricing concerns?
- Did they get proof of how quick and friendly their customer support is?
- Did they break down the in and out of their refund policy and the validity of the policy?
- Did they give assurance about the upcoming features?
💡Note-taking tip: Jot down the exact script statements the salesperson uses to address objections. Then, use them as the framework and personalize them based on your interaction with a new prospect.
Also Read: What is Sales Engagement, And How Does it Work?
How Do You Shadow a Sales Call? Here are 5 Ways
There are four fundamental ways to implement shadow calling:
- Live Random Pairing
- Mentorship
- Recorded Calls
- Advice from Top-Performing Sales Reps
- (Live) Product Demo Training
Pairing with Random SDRs on Live Calls
With this method, a less experienced salesperson is paired with more experienced SDRs at random to listen in on live calls. This is a good way to expose new salespeople to different styles and techniques.
Downside: Lack of consistency can make it difficult for new salespeople to identify effective methods.
For example, Cogz randomly pairs its SDRs every quarter and allows them to learn from salespeople of all levels of experience.
Why does this method work?
This allows the newbie salesperson to learn about the most popular features of their software and how to deal with common objections.
Because the salesperson gets to learn from SDRs of all levels, they get exposed to different levels of expertise helping them understand how SDRs at different levels handle sales calls for different industries.
Providing Mentorship
With this method, a new salesperson shadows an experienced mentor for an extended period. This helps both the salespeople build a solid relationship with each other so that the more experienced salesperson's style, technique, and method can be taught.
Downside: It requires mentors who are capable of strong teaching outcomes to be successful, so it can be difficult to scale effectively.
Adam Purvis, the Account Manager of Coconut Software shares how he used the mentorship approach to hold shadowing call sessions with SDRs:
- First, I would give them my cold call script and tell them to study it so they're familiar with the talk track before our first shadow session. Before the session, I'd also meet with them to go through the strategy behind the script, i.e. talk about why I chose various openers, calls to action, and pitches.
- Then, I would have them join a Zoom call and listen to me cold call in 1-hour blocks. I would also share my screen on Zoom so they could watch the most efficient click path & way to use the dialer and tech stack.
- At the end of every connect, I'd pause and give my thoughts about the conversation, as well as answer any questions the new SDR had about the conversation.
- After 3 or 4 sessions of shadowing me, typically that's when the new SDR would feel comfortable enough using the tech stack and would be ready to make their own calls. During their first couple sessions of calling by themselves, we'd hop into a Zoom again, except this time I'd provide feedback on their calls and use of the tech stack.
- After that, I'd closely listen to their conversation recordings, and provide feedback or pointers when needed. Typically, after 2 or 3 months the new SDR would then be comfortable making tweaks to the cold call script to fit their style of calling. After 4-6 months, the new SDR then typically became able to consistently book meetings independently.
Why Does This Method Work?
Adam integrates learning in two ways: through written scripts and documentation, and constant feedback. Because the salesperson has one mentor who is constantly:
- Providing them with written learning assets for the newbie salesperson to revisit these documents whenever they’re stuck or face the blockers.
- Allowing them to monitor live sales calls to showcase how they carry out the conversation with prospects and customers.
- Decoding why he used a specific approach with one customer and a different one with another.
- Providing them feedback on whether they are learning their techniques the right way.
By doing this, the newbie SDR will not only learn the sales techniques from the experienced salesperson quickly but will also understand the intention behind using a certain approach.
Listening to Recorded Calls
With this method, new salespeople refrain from participating in real-time calls. Instead, they watch the pre-recorded customer calls the SDR has done in the past. It's highly scalable, and new salespeople can learn at their own pace.
Downside: It requires some frontloaded work to set up, a lack of dynamic interactive feedback, and timeliness (old calls may have obsolete products, services, or applied policies).
Andy Siestema, Account Executive at Dock shares uses pre-recorded sales calls to shadow salespeople.
"I think it's important to be able to pause and discuss what needs to happen next together. It's also helpful to rewind and play parts over again so the learning point really sticks."
When asked about his shadow calling process, Andy shares:
"I'll leave comments with timestamps in the call recording software tool (like Going). This way, I can go at my pace, review a bunch of calls back to back and then revisit them with the SDR in a 1:1 or a sync-up via Slack.
When doing group sessions with SDRs, I’ll find a few examples of calls that are related (competitor-specific, different product use-cases, or a certain objection). I’ll often pause the calls and ask the rep to tell the group how they’d respond if it were their call.“
Why Does This Method Work?
With pre-recorded calls, the salesperson can replay the calls, or slow them down to understand the experienced SDR’s process and take notes. If they get stuck at a certain point, they can replay the call and understand the SDR’s approach.
Asking for Advice from Top Sales Reps
Sales reps with an experience of a year also started from scratch. And that’s why, it’s a good practice to take advice from them on how you can improve your cold calling skills and lead sales calls effectively. To do so, here are a few things you can ask these sales reps.
- Ask them about the resources they used when they started learning about sales and cold calling.
- Take a peek at what kind of content they consume and the people they follow to improve their skills and the activities they do to keep on refining their sales skills.
- Ask them if you can practice sales role plays with them where they can put up sales objections and questions like the ideal prospect for you to address and prepare yourself for your first sales call.
- Record your first sales call videos and share them with the sales reps. Then, ask them about feedback—the areas you performed well and where you didn't + how you can improve on those lagging areas.
Why Does This Method Work?
Because the experienced SDRs had already learned from several resources and people, they are a great resource for you to scour information. By using the resources they provide you, you’ll not have to invest enormous hours looking for the right resources.
Learning from Real Demo Environment
With this method, new salespeople need to learn everything about your product that's needed for the demo sales script.
Learning from a real production environment is very cumbersome. It requires a lot of effort to configure for each person and just doesn't scale.
Instead, the sales lead can use Interactive Product Demo Platform to provide you with an exact copy of the product in a rock-solid personal demo environment that can be replicated quickly for each sales rep with the click of a button. They can learn various aspects of the product on their own and get feedback using analytics data on where they clicked around.
Why Does This Work?
The best method for shadow calling will depend on many factors, such as the size of your sales team or the amount of experience your new salespeople have.
If you have a small team, having new salespeople shadow the same person for quite some time might make more sense.
On the other hand, a larger team might make more sense to randomly pair new salespeople with more experienced ones.
Also, check out enterprise sales strategy
Top Tips Before You Start Call Shadowing
Shadow calling steps can vary from company to company, but let's try categorizing each step into three—pre-call, joining the call, and post-call.
Tip #1: Identify the Prospect Needs
Understand the pain points of the customer even before you get on the sales call with them.
To do this:
- Stalk them on socials—have they talked about a major challenge recently?
- Build a connection with them—what pain points is their team emphasizing on?
Based on what you read on their social profile, and your initial connection with them, you’ll be able to identify the prospect’s needs.
For example, when Adithya Kothadia, the founder of Avoma wanted to purchase Lusha, Lusha’s sales team handed him a list of qualifying questions even when he told them he was interested in instant onboarding. Turn off for him.
This shows that the prospect is sales qualified, he has compared Lusha with other platforms and is ready for the buy-in. But, the slow and complicated process of Lusha’s team made his buying experience painful.
With this information, you’ll know that the prospect is looking for an email software solution where the sales process and onboarding are quick.
Tip #2: Know the Product Inside Out
Imagine a salesperson going on a sales call with half-baked knowledge about the product. The prospect who already is unaware or partially aware of the product may raise certain concerns. How would you address those questions?
So, educate yourself about the product well.
- Go to the company website and read the use cases and case studies—they’ll help you understand how the company has helped their past customer solve their problems with the help of the product.
- Review the pre-recorded sales calls and jot down the features and benefits of the product the SDR talks about in those sales calls.
- Ask the sales manager if they could provide you with a document that contains the relevant pain points of the ICPs along with the features the product offers
Tip #3: Have a Clear Understanding of Company’s Common Objections
The prospect is likely to raise objections during the sales call. It could be about the product’s pricing, missing features, using competitor products, or not being ready to make a quick decision.
In each scenario, you should be ready to address the objections but first, you need to know the expected blockers the prospect would raise.
For this, review the prospect conversations with the customer support team and review the past sales conversations + the live sales conversations you’ve been part of.
Make note of all the prospects' questions and the ideal solutions the SDRs gave them, and use them as the basic framework for your sales calls.
Tip #4: Become Familiar with the Script
Imagine reading your sales script word by word in front of the prospect. Not a good approach that will excite the prospect. Instead, it’s a big turn-off.
Read your sales script thrice and speak it to yourself in a way that appeals to a conversation. This way you’ll be able to familiarize yourself with the script and will be fluent when delivering the script to the prospect.
Tip #5: Observe the experienced SDR carefully while they’re on customer call
Once you have prepared for the call, it’s time to join the sales call alongside the SDR and silently observe them. Daniel Chabert, the Founder and CEO of PurpleFire shares how he uses this shadow calling phase to train the newbie SDRs.
“The SDR listens in on a live sales call, taking notes on essential aspects such as the pacing, tonality, questioning techniques, handling objections, and closing tactics. This allows the trainee to learn from real examples.”
While taking notes, focus on the following questions:
- What objections did the prospect bring up: This helps you understand the kind of sales blockages the prospects can come up with.
- How did the salesperson handle them: This showcases the different ways you can address those sales objections and take inspiration from the way the salesperson handles them.
- Did the salesperson stay on the script or veer off?: This helps you understand whether the salesperson stays too restricted to the script or do they integrate the sales script into the conversation.
- What could the salesperson have done better?: This is your way to add on your insights and learn what else you could do when you’re on the sales call.
- What does the prospect think of our product: This is a good way to understand how aware the prospect is about your product.
Tip #6: Debrief the salesperson after the sales call
Once the call is done, the SDR will debrief you about the call. This is where the sales executive will ask you about your observations about the call.
Some questions they may ask include:
- What do you think of the call?
- What could you have done better?
- How do you plan to follow up?
Nebojsa, CEO & Co-founder of Plainly shares how he has been training a new SDR.
“We established a very good system: during the calls, he would take notes of how I handled sales objections or delicate questions, especially in cases where we dealt with rude prospects. After the call, we would have a short debriefing call where he had the opportunity to ask me any questions.”
Here’s the thing: debriefing calls works both ways—either you can ask them questions or they could ask you questions. By doing this, both parties will be able to understand each other's approach and thought process to sales.
Rinse. Repeat. Shadow.
It’s not *just* about being present at the live sales calls or watching pre-recorded sales calls. If you want to learn how to effectively cold call prospects, you need to be aware and actively listen to each aspect of the SDR’s shadowing process.
Discuss your thought process about the call. Think about why the salesperson said a certain thing in a specific manner. Showcase them what you have learnt and take feedback. Rinse and repeat.
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Related Articles
If you're in the market for demo automation software, you've likely come across Storylane and Walnut.io. This comparison should help differentiate between both platforms to guide your purchase decision.
Why customers prefer Storylane over Walnut.io
At a high level, Storylane and Walnut share several similarities. They’re both demo automation softwares that support HTML/CSS demos, browser extension-based capture, demo engagement analytics and insights, and CRM integrations.
That being said, Storylane stands out significantly when it comes to product versatility, user satisfaction, pricing flexibility, and overall platform capabilities. Here's how:
1. Flexible demo formats vs. HTML-only approach
Broadly speaking, there are two ways to capture interactive demos:
- Image/video demos: Screenshot or video-based demos with sequential steps. While they have limited interactivity, they're quick to create, load faster, and work well for specific use cases.
- HTML/CSS demos: Clickable demos that capture the product's look, feel, and interactions, allowing for editing on-screen elements such as text, data, and graphics.
Walnut focuses exclusively on HTML/CSS-based demos, which can be limiting when teams need video walkthroughs or screenshot-based demos. Storylane, on the other hand, is expressly designed for both demo formats — complete with auto-capture, annotations, guides, blurs, zooms, presenter videos, voiceovers, and more.
This flexibility puts Storylane in a significantly stronger position when it comes to scaling demos across departments and use-cases. Marketing teams can create image-based guided demos for websites, sales teams can use HTML demos for personalized experiences, and customer success can leverage video demos for onboarding.
2. Cross-functional platform vs. sales-centric tool
Walnut.io is built primarily for sales teams, which can create friction when marketing, presales, or customer success teams need to create and manage demos. The platform's focus on sales workflows makes it less accessible for other departments.
Storylane is specifically designed for horizontal adoption across the entire go-to-market organization:
- Marketing teams use it for top-of-funnel engagement
- Sales teams leverage it for personalized demos
- Presales teams rely on it for technical demonstrations
- Customer success teams implement it for onboarding and training
This cross-functional design is evident in features like Demo Hub, which allows teams to create galleries and playlists of demos that address multiple buyer personas and use cases in one place. Walnut does not offer comparable functionality.
3. User satisfaction and ease of use
User satisfaction data reveals a significant gap between the platforms. Walnut currently ranks 17th on G2's demo automation category with a satisfaction score of 32/100, while Storylane maintains substantially higher ratings with a satisfaction score of 99/100.
Storylane's intuitive interface and self-serve capabilities contribute to its higher user satisfaction. The platform's design focuses on practical usability rather than just aesthetic appeal, making it easier for teams to create, manage, and share demos without extensive training.
4. Tiered pricing vs. upfront investment
With a starting price of $9,200/year and no free tier, Walnut requires a substantial commitment upfront. This high entry point can be prohibitive for smaller teams or organizations wanting to test demo automation before making a significant investment.
Storylane’s pricing plans offer a more accessible approach with:
- A self-serve free plan that allows teams to build their first demo without financial commitment
- Tiered pricing options that grow with your needs
- More features available at lower-tier plans compared to Walnut
5. Agentic demo automation with Lily AI
One of Storylane's biggest differentiators against Walnut is Lily, our demo automation agent that helps in two critical ways:
- Easier, faster demo creation for sellers: Generate or improve demos in seconds with product-specific guides, prompt-based editing assistance, voiceovers, and more.
- Contextual demo discovery for buyers: AI-powered guidance that helps prospects navigate through demos based on their specific interests.
Lily's demo creation capabilities include:
- Create with AI: Generate complete demos with guides, voiceovers, and visual enhancements
- AI Avatars: Choose from dozens of avatars or create one of yourself for studio-quality presenter videos
- AI HTML Editor: Customize demo environments with simple prompts — no code needed
- AI Voiceovers / Translation: Access 65+ voices and 25+ languages to expand accessibility
As it stands, Walnut does not currently offer comparable AI features, putting them behind the innovation curve in the rapidly evolving demo automation space.
6. Buyer Hub and superior organization
Storylane's Buyer Hub is a flagship feature that allows teams to showcase libraries of bite-sized product demos, PDFs, videos, and more through galleries and playlists. This organization makes it easier to:
- Present relevant demos to different buyer personas
- Create curated demo experiences for various stages of the buyer journey
- Maintain a centralized repository of demos that different teams can leverage
Though Walnut supports a playlist style demo experience, its organization capabilities are relatively limited, making it challenging to manage multiple demos for different audiences and use cases.
Making your choice
Your decision ultimately depends on your priorities:
Choose Walnut if:
- Your use case is exclusively sales-focused
- You only need HTML-based demos
- You're comfortable with the higher upfront investment
Choose Storylane if:
- You need a platform that works across marketing, sales, and customer success
- You want flexibility in demo formats (HTML, video, screenshots)
- You value AI-powered creation and customization
- You prefer a more accessible pricing model with a free tier
- User satisfaction and ease of use are priorities
The bottom line
While both platforms will help you create interactive demos, Storylane offers a more versatile, user-friendly solution that scales across departments. Walnut's sales-specific approach works for certain teams, but its HTML-only focus, higher price point, and lower user satisfaction scores make it a more limited option for organizations looking to scale their demo strategy.
We encourage you to try both platforms and see the difference for yourself. Storylane's free plan makes it easy to get started without a significant commitment. If you choose to work with us, we hope the question "what's next?" excites you as much as it excites us!
If you're in the market for demo automation software, you've probably come across Storylane and Navattic. This comparison should help you differentiate between both platforms to guide your purchase decision.
Why GTM teams prefer Storylane
At a high-level, customers prefer Storylane for the product functionality, versatility, ease-of-use, commercial model, and rate of innovation.
1. Product functionality
Before diving in, here’s a quick overview of core features common to both Storylane and Navattic — really, they’re table stakes for any modern demo automation platform:
- Self-serve free plan: Build your first demo on your own, for free
- Browser extension: Chrome extension for click-based capturing
- HTML/CSS demos: Clickable, editable HTML-based demo capture
- App integrations: Your usual suspects - CRMs, Slack, Zapier, etc.
- Demo analytics: Account reveal, performance metrics, intent signals, etc.
And with that out of the way, here are a few ways Storylane stands out from Navattic...
1.1 Flexible demo formats
Broadly, there are two formats of interactive demos:
- Image demos: Screenshot or video-based demos with sequential steps. Limited scope to control on-screen elements and interactions, but quick to create and load.
- HTML/CSS demos: Clickable demos that capture the product's look, feel, and interactions. On-screen elements such as text, data, and graphics may be edited.
In their own words, Navattic only specializes in top-of-funnel HTML demos. Storylane, on the other hand, is expressly designed for both demo formats — complete with auto-capture, annotations, guides, blurs, zooms, presenter videos, voice overs, and more.
What does this mean for you? With Storylane, you have the flexibility to pick between demo formats based on your needs: image-based guided demos for your website, video demos for email campaigns, HTML demos for sandbox environments, etc.
This flexibility (coupled with the next set of differences) puts Storylane in an unequivocally stronger position when it comes to scaling demos across departments and use-cases.
1.2 Agentic demo automation with Lily AI
One of Storylane’s biggest differentiators against Navattic (and pretty much every other vendor in this category) is Lily, our demo automation agent. Broadly, Lily helps in two ways:
- Easier, faster demo creation for sellers
- Contextual demo discovery for buyers
Here’s a rundown of what you can do with Lily today:
- Create with AI: Generate or improve demos in seconds — complete with product-specific guides, prompt-based editing assistance, voiceovers, zooms, and more.
- AI Avatars: Pick from dozens of avatars or make one of yourself to generate studio-quality presenter videos. You have the option to manually record content in-app as well.
- AI HTML Editor: Customize HTML demo environments on the fly to meet ad hoc requirements. Edit text, images, and graphs with simple prompts — no code needed.
- AI Voiceovers / Translate: Choose from over 65+ voices (or record your own) and 25+ languages to expand accessibility and furnish your demos with a human touch.
As for discovery, think of Lily as a conversation product expert with as much information as your best sales person, available 24/7 to guide prospects through discovery and qualification. Coming soon.
Where’s Navattic at with all this? As it stands, they do not support any comparable features.
1.3 Demo Hub
Next up, we have Demo Hub: one of Storylane’s flagship features to address multiple buyer personas and use-cases in one place with galleries and playlists of demos. Galleries help marketers showcase a library of bite-sized product demos on their website (without overwhelming early stage prospects) while playlists help sales and presales teams share curated demo experiences with later stage prospects.
Navattic does not support any comparable feature to date. As it stands, Navattic’s response to Demo Hub is Demodash, an agency that charges as much as $2000 per demo to create demo centers for their customers.
1.4 Apps galore
Another key differentiator is Storylane's lineup of native apps. We’re the only demo automation vendors to support apps for Gmail, HubSpot, Salesforce, and Desktop (Mac).
- Try the Salesforce app, listed on the Salesforce AppExchange
- Try the HubSpot app, listed on the HubSpot marketplace
- Try the Gmail plugin
- Download the Storylane desktop app
These quality of life improvements are designed especially for sales teams to personalize and share demos without logging into Storylane (plus, easier change management is always nice).
You might be noticing a pattern here: To date, Navattic does not support this functionality — and given their focus on a limited set of use-cases, nor do we believe that they plan to. More on this next.
2. Versatility across GTM
Most demo automation vendors sell to a specific function. Saleo sells to sales. Consensus sells to pre-sales. And Navattic? Well they primarily sell to marketers. While there’s nothing inherently wrong with this approach, it can be a limiting factor when you’re looking to scale demo operations across departments and use-cases.
Storylane is specifically designed for horizontal adoption across marketing, pre-sales, sales, and even customer success, product, and development teams. The differences in product functionality highlighted above (coupled with under the radar features such as secure demo sharing and personalized links for email campaigns) are testament to this claim.
3. Ease of use
As for which demo automation software is easier to use, we’ll let numbers do the talking.
"Storylane makes it much easier to organize content with its tagging system for chapters and sections. While Navattic allows labeling, it lacks searchability and filtering capabilities, which becomes crucial when managing multiple chapters. I particularly appreciate how Storylane structures chapters with their own dedicated build sections. In contrast, with Navattic, when I created an 80-step process, it stretched into one long, horizontal sequence that required constant scrolling back and forth. Storylane's more concise organization makes me much more excited to build out product demos” - A customer when asked about how Storylane compared to Navattic
4. Commercial models
Upon initial inspection, Storylane is (slightly) more expensive per plan than Navattic. A closer look, however, reveals that we offer several features in our lower tier plans. To name a few:
- Lily AI (Available in Storylane’s free plan onwards vs unavailable on Navattic)
- Account reveal (Available in Storylane’s $40/mo plan vs. Navattic’s $1000/mo plan)
- Demo translations (Available in Storylane’s $40/mo plan vs Navattic’s $1000/mo plan)
- Demo Hub (Available in Storylane’s $500/mo plan vs unavailable on Navattic)
- Offline demos (Available in Storylane’s $1200/mo plan vs. Navattic’s enterprise plan)
- Demo coaching (Available in Storylane’s $1200/mo plan vs. Navattic’s enterprise plan)
If you really think about it, this probably translates to better bang for your buck. But what about the whole “unlimited seats” deal? Sounds great, sure — but how sustainable is it really? As your organization (and demo requirements) start to scale, it’s unrealistic to expect the same support for a 5 seat plan as a 200 seat plan. Another reason why Storylane’s value-based pricing makes more sense for the long run.
Edit: Recently, Navattic has also started capping their seats per plan. Goes to show that as a commercial model, the whole unlimited seats approach probably didn't work out as intended.
And there you have it! Both Navattic and Storylane are leading demo automation softwares — but when you break it down, it’s hard to argue against the latter. Storylane's objectively in the clear for most buying considerations: functionality, versatility, ease-of-use, and commercials.
5. On innovation - What’s next?
It may not feel like it (especially to us), but demo automation has only been around for a handful of years. As a category, we’re still in nascent stages. Unlike with established verticals such as CRMs or project management tools, it’s on younger companies like ours to innovate and push the envelope in these “early days” of demo automation.
Nitty-gritty comparisons aside, it’s worth sharing that Storylane has been at the forefront of this since day one. With category-first initiatives like self-serve PLG, Demo Hub, and more recently, Lily AI — innovation continues to be at the heart of our business. If you decide to go with Storylane, we hope the question “what's next?” excites you as much as it excites us!
From day one, our mission has been to simplify B2B buying and selling. When we launched in 2021, we recognized that product demos – a key touchpoint in most customer journeys – generated undue friction for buyers and sellers alike. From both a creation and discovery stand point, demos fell flat in terms of ease-of-use, accessibility, and scalability. This gap is exactly what we set out to close with Storylane.
A trip down Storylane
Storylane's growth has always been marked by industry-first innovations. We began by introducing interactive demos in 2022. The goal was to help teams build quick and simple demos for a range of marketing and sales use-cases. Soon enough, this put us on the map as the fastest, easiest-to-use demo automation tool in the market.
Next, in 2023, we became the first self-serve platform in our category. Here, our goal was to democratize access to demo automation for marketing, sales, and presales teams of all sizes. Today, we work with over 3000 companies ranging from early-stage startups to industry giants such as Microsoft, Gong, and Cognism.
Last year, in 2024, we recognized that one demo wasn’t going to cut it. After all, B2B purchase decisions involve multiple buyer personas, use-cases, and product lines. In such cases, it only makes sense to share multiple, context-specific demos with prospects.
After much anticipation, we launched Demo Hub; another category-first innovation designed to share multiple demos as galleries or playlists.
In 2025, Storylane goes agentic
We’ve done well to get to where we are today — but we know there’s still a ton of scope to simplify B2B buying and selling for everyone involved. We realize that:
- Sellers prefer spending their time on qualified, high-intent deals — not demo operations
- Buyers expect self-guided, context-specific product discovery — with minimal sales intervention
And so, in our attempt to address these all-too-common gaps in the buying experience, we're thrilled to announce Storylane’s boldest innovation yet: Lily, your demo automation agent.
Meet Lily: Your demo automation agent
Lily is a demo automation agent built for both buyers and sellers. She represents a fundamental shift in how we’ll be thinking about demo creation and discovery going forward, bringing in an agentic approach to Storylane’s existing line of demo automation products.
To start with, here’s what's in it for demo creators
1. Create with AI: Simply capture your product with Storylane's browser extension and leave the rest to us. Lily will create and optimize demos in a single click — complete with product-specific guides, annotations, and voiceovers.
2. AI Avatars: Pick from dozens of avatars — or make one of yourself. Share a script and generate studio-quality presenter videos in seconds. No camera, edits, or redos needed.
3. AI Voiceovers: Speak your audience’s language — literally. Generate studio-quality voiceovers in over 60 diverse voices and 25 languages.
4. AI HTML Editor: Customize demos on the fly to meet your prospect's unique needs. Edit text, images, and graphs with just simple, code-free prompts — Lily does the rest.
But wait…there’s more
All this? Just the beginning.
In March, Lily will evolve to support autonomous, contextual demo discovery for buyers. Imagine prospects exploring your product, right on your website, through intelligent conversations with Lily — getting exactly the information they need, when they need it — without any of the friction associated with traditional sales touchpoints.
In short, Lily will be a 24/7 tour guide — equipped with as much product knowledge as your best sales rep — to support buyers with contextual, self-serve product discovery.
Looking ahead: sales enablement & beyond
As we launch Lily, we're more committed than ever to our founding mission: eliminating friction in B2B buying and selling. We believe agentic demo automation represents the next frontier in B2B sales enablement, moving beyond static product demos to intelligent product experiences.
To our customers who've been part of this journey – thank you. Your feedback and trust have been instrumental in shaping not just Storylane, but the future of demo automation. And to those considering how to make their demo experience more effective and engaging – welcome to the era of agentic demo automation.
The future of product demonstrations is here, and we couldn't be more excited to help you tell your product's story in ways never before possible.
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