GOALS

• Streamline and standardize presales processes across the organization to ensure consistency and improve overall operational efficiency
• Empower sales representatives with the data and insights they need to effectively manage their deals and improve win rates
• Improve collaboration and communication between sales, presales, and other relevant departments to create a seamless customer experience

Frustrations

• Difficulty in tracking and managing success criteria for complex deals, leading to a lack of clarity and alignment between sales and delivery teams
• Limited ability to measure and analyze the effectiveness of presales activities, making it challenging to optimize strategies and demonstrate ROI
• Data silos and disparate systems that hinder communication and collaboration between different teams involved in the sales process

GOALS

• Improve the quality and effectiveness of technical product demonstrations and presentations to better engage prospects and showcase value proposition
• Reduce the time and effort required to prepare for and deliver technical evaluations and proofs of concept, freeing up time for other critical tasks
• Gain access to relevant customer data and insights during engagements to personalize interactions and address specific needs and concerns

Frustrations

• Inefficient scheduling and coordination of technical evaluations and product demonstrations, leading to delays and scheduling conflicts
• Lack of easy access to up-to-date product information and technical documentation, hindering their ability to provide accurate and timely responses to customer inquiries
• Difficulty in tracking customer engagement with technical artifacts and presentations, making it challenging to gauge interest and tailor follow-up activities