Proaction boosts sales 60% and saves 75+ hours with Codex

Proaction⁠(opens in a new window) builds software for businesses that manage fleets of vehicles, from cars and trucks to construction machinery. Because every fleet operates differently, showing prospects how Proaction’s platform fits their business is an essential part of selling it.

But personalized demos required engineering time the team couldn’t spare. The founders had to rely on conversations and slide decks to explain what was possible. Codex flipped the script.

“As a non-technical person, I used to have to loop engineers in if I wanted a demo,” says Colin Knudsen, co-founder and COO of Proaction. “Now I do it myself in Codex.” Colin creates four to six customized, interactive demos a month, with each taking 30 to 45 minutes to build. He estimates that this avoids 40 to 60 hours of engineering work.

“We didn’t have the engineering capacity to build a demo for every interested prospect. With Codex, I can easily take a customer conversation and turn it into a custom demo built around their vehicles and workflows.”

—Colin Knudsen, Co-founder and COO, Proaction

Customizing demos and closing more deals with Codex

After a sales call, Colin directs Codex to the Granola recording, prospect email threads, and any spreadsheets the prospect has shared. Codex uses that context to customize an HTML demo environment that mirrors Proaction’s product and the customer’s own fleet.

When Colin shares his screen, prospects see their own cars, trucks, or equipment, organized around how they work. They can point to what needs adjusting and help build the solution. “You work together to generate the end solution without getting engineering involved at all,” Colin says.

Offering prospects a demo with their own data gives them a concrete reason to move forward. Colin estimates that the percentage of deals moving from initial contact into solution development, rather than nurture, has increased by 50% to 60% with the custom demos.