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Home   >Tools

The Best Presales Software

November 18, 2023

Presales is a critical phase in the sales process, unfolding before a customer commits to a purchase. This phase is rich in activities that aim to deeply understand customer needs, present solutions effectively, and establish a compelling value proposition. It's a pivotal moment for creating a lasting positive impression and laying the groundwork for a successful sale.

The main objective of presales: Prepare the ground for a successful sale by connecting customer requirements to the solution.

Typically, achieving this objective involves:

  • Customer Engagement: Understand customer requirements, challenges, and expectations fully. This step involves active listening, empathizing with the customer's needs, and gathering detailed information to ensure a thorough understanding of their unique situation and demands.
  • Solution Demonstration: Showcase how a product or service can meet customer needs effectively. This includes demonstrating the product's functionality, explaining how it solves specific problems, and providing examples or case studies to illustrate its effectiveness in similar scenarios.
  • Technical Expertise: Provide in-depth knowledge about the product's features and capabilities. This involves not only understanding the technical aspects of the product but also being able to communicate this information in a way that is accessible and relevant to the customer's level of technical understanding.
  • Customization and Configuration: Tailor solutions to fit specific customer scenarios. This step requires a deep understanding of the product's flexibility and adaptability, as well as creativity in configuring it to meet the unique needs and constraints of each customer. This is sometimes performed as a 
  • Value Proposition: Articulate the benefits and return on investment of the proposed solution. This encompasses outlining how the solution will meet the customer's needs, the advantages over competitors, and the long-term benefits, including cost savings, efficiency gains, or other improvements.

What are the Top Five Technologies Used in Presales?

In the realm of presales, various software tools are instrumental in enhancing and streamlining the process. Each category of software caters to specific needs within the presales phase, from customer engagement to solution demonstration. Here’s a comprehensive list of the key categories

1. Sales Enablement Tools:

  • Purpose: To equip sales teams with the necessary resources, content, and information. Can help develop technical expertise for presales staff.
  • Examples: Seismic, Highspot, Showpad.

2. Demo and Presentation Tools:

  • Purpose: Essential for creating interactive and engaging product demonstrations or presentations. Include tools to deliver presentations or demos online. Supports presentations and solution demonstrations to prospects.
  • Examples: Prezi, Visme, Zoom, Teams

3. Customer Relationship Management (CRM) Software: 

  • Purpose: To manage and analyze customer interactions and data throughout the customer lifecycle. While these tools can be used to improve customer engagement, they’re often implemented and used as tracking tools by sales management.
  • Examples: Salesforce, HubSpot CRM, Zoho CRM.

4. Proposal and Quote Management Software:

5. External Collaboration Tools

  • Purpose: These tools are designed to support collaboration with customers, partners, and other external stakeholders, especially when collaborating on documents.  Documents such as mutual success plans, go-live plans, and customer requirements documents help demonstrate to the prospect that the presales team fully understands their requirements. It’s an ideal way to articulate the value proposition in a customer-centric manner and build customer engagement.
  • Examples: Email, TakeTurns
TakeTurns helps your sales teams close quicker by improving how the collaborate with your prospects and customers

Each of these software categories plays a pivotal role in the presales process, helping sales teams to be more efficient, informed, and effective in their customer engagements. By leveraging these tools, organizations can enhance their ability to understand customer needs, present tailored solutions, and ultimately close sales more successfully.

Three reasons why external collaboration tools uniquely benefit presales teams

External collaboration tools, particularly those like email and TakeTurns, play a pivotal role in the presales process, especially when it comes to collaborating with prospects on documents that detail requirements and the alignment of solutions with those needs. 

  1. Facilitating Dynamic Interactions with Prospects: External collaboration tools are vital for engaging with prospects, as they go beyond the internal focus of tools like CRM software. They serve as centralized hubs for communication, file sharing, document collection, and document collaboration, streamlining interactions with customers and partners, particularly in developing presales documents.
  2. Enhancing Solution-Oriented Communication: These tools enable sales teams to focus on aligning their offerings with prospects' needs. They facilitate sharing, reviewing, and collaboratively editing documents that detail customer requirements and how solutions address them, fostering mutual understanding and clarity on proposed solutions.
  3. Building Stronger Customer Relationships: The interactive capabilities of external collaboration tools help in forming stronger connections with prospects. They support real-time feedback and adjustments to proposals, enhancing the sales experience and demonstrating a commitment to addressing the specific needs of each prospect.

In short, external collaboration tools are highly beneficial for presales teams as they work to bridge the gap between the client's requirements and the vendor's capabilities. 

Tools like email and TakeTurns offer a consolidated platform for formal communication, document sharing, and collaborative editing. They support targeted, solution-focused interactions, allowing teams to jointly develop documents that clarify customer needs and how the proposed solutions meet those needs. This not only fosters a clearer understanding and stronger relationships with prospects but also ensures a more accurate alignment of the vendor's offerings with the client's requirements, leading to more successful sales outcomes.

One more thing: special considerations for sales management and sales operations 

External collaboration also offers features that improve transparency for sales management and sales operations teams. 

Unlike traditional CRM methods that often result in an overwhelming 'firehose' of information, where all emails and communications are logged in a non-sequential, often disorganized manner, modern external collaboration tools provide a more structured and insightful view. A well-designed tool would allow managers to quickly understand the status of an account, the nature of interactions, and the progress being made without having to sift through an excessive amount of unordered data. 

This level of organization and clarity in communication streams is invaluable for sales management, as it provides a clear, real-time picture of customer engagement, customer commitment, and team performance, enabling more informed decision-making and strategic guidance. 

In summary, for presales managers and sales management, the choice of an external collaboration tool should be influenced not only by its ability to facilitate customer engagement but also by its capacity to provide clear, organized insights into account activities, enhancing overall transparency and managerial effectiveness.


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