PreSkale Features

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Provides insight into sales forecast based on success criteria

Report on KPIs such as win-rate, utilization, efficiencies

Create playbooks and best practices templates for presales processes and success criteria

Track activities throughout presales processes

Rule-based assignment of solution engineers based on specified criteria

Ability to capture activities of presales professionals

Ability to notify of product enhancements or misaligned success criteria

Streamlines product gaps and desired enhancements obtained during presales processes

Ability to integrate with product management tools to streamline feedback

Ability to integrate with CRM

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives