In today's world, presales software solutions have become increasingly important for organizations in optimizing their customer sales cycles. These tools can help organizations understand their customers' needs, present solutions to meet those needs, and ensure that their tools are the right fit for the customer.
From interactive demo software to contract signature software, there are a variety of solutions available to help make the presales process as efficient and effective as possible. In this post, we will provide an overview of the different types of presales software and list the eight best presales software solutions.
Before a customer makes a decision to buy software, they go through a lengthy decision-making process. This period before purchase is commonly referred to as presales.
The presales period is important to any organization for a number of reasons, including giving you time to understand a customer's needs, presenting a potential solution to meet that need, and acting as a qualification stage to ensure that your solution is the right one for the customer.
In order to ensure that this process is as efficient and effective as possible, there are several software solutions that have been developed with the core purpose of optimizing this critical point in the customer sales cycle.
Before we dive into the full list of presales solutions, it’s worth explaining the broad categories of presales software that exist in the market today and briefly touching on what each type does.
Product demo software enables customers to try out software before they purchase. Unlike a free trial, the main purpose of interactive demo software is to give the customer a real experience of using the software, enabling them to test all the key features of a product before committing to purchase.
Related: The 9 Best Interactive Demo Software for PLG in 2023
Sales enablement software allows your teams to manage content and marketing materials from a central location. From a presales perspective, it gives you insight into which of your prospective customers is interacting with material that you have sent over.
Calendar scheduling software helps you share your availability with prospective customers so they can easily book time to chat with you. This can be extremely useful in a presales motion where multiple stakeholders are needed to make a purchasing decision.
Revenue intelligence software adds analytics to your call recordings, which enables you to track prospect interactions. This is helpful in a presales motion, as you are able to assess each customer interaction and decide on the best course of action.
Gititing software sends handpicked gifts to prospective customers. This helps with the presales process as it can be a nice way to nurture champions and other key stakeholders along and increase the likelihood of purchase.
Contract signature software provides an easy way for prospective clients to do the thing which officially ends the presales process — sign the contract to buy your software. Having an easy way for clients to sign proposals is critical in moving them forward.
Below you will find the top 8 presales software tools to help you land more deals today:
The most effective solution in the market when it comes to product demo software, Testbox Convert enables buyers to test drive your software prior to buying. Your sales and marketing teams can spin-up fully interactive sandboxes of your products in seconds and send those to leads or embed them on your website.
Unlike other software in this category, Testbox Convert has real data injected into your demo environment, giving prospective buyers the ability to explore your product as though it was already fully implemented at their companies.
You also have the ability to see who has been into the demo environment — in addition to what features they were specifically interested in — which your sales teams can utilize on follow-up calls.
Testbox is critical to a presales process as it gives you the ability to run effective POCs without spending time and energy getting custom demo environments spun up.
Key features: Spin up interactive demos in seconds and send those to leads, get reports showing which features leads are most interested in.
Gong coined the phrase “revenue intelligence,” and it is the market leader in that category.
Gong captures and analyzes customer interactions and, from these interactions, alerts you to the risks and opportunities that might stem from them.
It captures all forms of communication. Then, through its proprietary data analysis software, Gong is able to formulate impactful data covering individual, team, and company sales performance.
In the presales process, having a tool like Gong is impactful as it enables you to keep track of every call your reps are having and, from these calls, analyze what more is to be done to help close the deal.
Key features: Video recording, call analysis, call insights, customer scoring, sales leaderboard to grade call performance.
Vivun is a market leader in the presales software space. With their AI-powered platform, organizations can see in a single pane view the status of all their presales activities.
Presales employees can view the data inside of Vivun and prioritize their time based on opportunity status. As a manager of presales employees, Vivun also gives you data to show the performance of your team and their overall impact on deals.
As far as presales software is concerned, Hero by Vivun is important because it enables organizations to easily see how their presales activity is trending — and which opportunities should be prioritized over others.
Key features: Presales data and analytics, sales forecast data, team performance data.
Homerun is a platform that enables all presales data to exist inside one platform. It enables teams to define success criteria and engage prospects throughout the sales cycle. From the data you gather inside the platform, you can create templates based on presales best practices and tailor your plans to ensure each deal has the best chance of success.
Additionally, track activity from your teams and understand workload and utilization to help plan resource allocation and ensure each deal is optimally resourced.
In terms of presales software, Homerun gives you a centralized hub to track everything that touches presales and enables you to make informed decisions based on the data you have available.
Key features: Presales analytics, presales activity tracker, templates, product and feature request tracking.
Chili Piper ensures that prospective customers can easily book time with your teams through scheduling and routing software.
With Chili Piper you can connect any lead capture forms that are currently on your public-facing web pages and have prospective customers immediately book time with your team members instead of having to manually assign leads over.
Additionally, Chilli Piper qualifies leads and routes them accordingly, with high quality leads able to schedule a call directly and low quality leads being put into an automated email drip.
Chill Piper is important to a presales process as it prequalifies leads on form completion, protecting your reps’ time for leads that meet certain criteria and producing a more efficient presales process.
Key features: Customized calendar integrations, scheduling notifications, lead routing, prospect qualification.
Seismic is the category-leading sales enablement software, allowing for automated content management and analytics.
With Seismic, you are able to get prospects to convert more quickly with personalized, data-informed content that is all in one central hub.
You are also able to provide prospective customers with relevant answers to their questions immediately, preventing any stall in the sales process due to lack of information.
This is obviously very important for the presales process as it gives your sales reps a way to easily share relevant information with your potential customers and make sure they have all the data available to make an informed decision.
Key features: Content import, content storage, content utilization analytics, account-based engagement.
Docusign is an eSignature software that can be used to legally and securely sign contracts.
Docusign replaces antiquated methods of document signing which oftentimes resulted in long, drawn out sales processes. With Docusign you can speed up this important process and ensure that your deals are signed quickly and efficiently.
A software like this brings some massive benefits to the presales software space as it ensures that the most important part of the presales process — the deal signing — happens quickly and easily, and your prospects aren’t frustrated by trying to sign an agreement.
Key features: Document templates, custom branding, document creation, document routing, signature notifications.
With Sendoso, elevate the sales process by sending thoughtful gifts and experiences to prospective customers in order to help them through the sales process. Give your prospects access to an enormous marketplace of gifting options, or select curated gifts based on your prospects’ interests.
Sendoso’s leading sending platform allows you to not only send gifts but also track your prospects' engagement with these gifts.
In the presales software space, Sendoso gives your teams the ability to stand out from the rest with the ability to gift and make the presales process special.
Key features: Worldwide fulfillment and inventory management, intelligent analytics and reporting, limitless sending possibilities.
In conclusion, choosing the right presales software can be a game changer for any organization.
By streamlining the presales process, teams can improve their efficiency and effectiveness, ultimately leading to better conversion rates and increased revenue.
With the wide variety of presales software solutions available on the market today, it's important to assess your organization's unique needs and goals to determine which tools will provide the most value.
Whether it's interactive demo software, sales enablement software, calendar scheduling software, revenue intelligence software, gifting software, contract signing software, or one of the many other options out there, investing in presales software can help your team reach new heights and achieve greater success.
Start testing and comparing how software could help your team in seconds.
Oh and did we mention it’s free? Because it is.
