Case Study: SourceDay reduces trainings and boosts pipeline with Navattic

A Navattic Case Study

Preview of the SourceDay Case Study

SourceDay - Customer Case Study

SourceDay, a modern purchase order management platform for ERP systems like Syteline, Epicor, and NetSuite, needed a better way for sales reps to showcase its product earlier in the sales process. As demo environments became harder to manage and maintain consistently, the team was looking for a controlled, easy-to-use solution that sellers wouldn’t break.

SourceDay implemented Navattic interactive product tours across presales, training, onboarding, and events to deliver consistent demos and product simulations. With Navattic, the team cut one-on-one onboarding trainings by 90%, reduced early-stage demo time for solutions consultants by 30%, and generated 30 opportunities from a single conference through reliable, prebuilt demos.


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