Not having to log in to Salesforce just to keep track of the opps I’m working on is a big plus. It gives me a centralized place to keep my notes, tasks, and files tied to each deal, so everything stays in one spot. It also makes meeting prep easier by providing a quick deal summary that’s great for a refresher—especially since deals tend to ebb and flow over time.

Clear insights into presales impact and the amazing team!

I really like that the platform makes it easy to add in additional fields, which provides a really nice user experience. It also has simple template building options, which makes it much easier for cross-functional teams to work together and collaborate. Opine Presales Automation Platform also integrates seamlessly with HubSpot, pulling all the information about the evaluations and automatically uploading it, which eliminates the need for any manual work. This seamless integration saves a lot of time. Setting up the platform was a breeze, taking just a couple of clicks and maybe half an hour to configure and customize the first set of templates. After that, we were off to the races. Switching from spreadsheets to Opine has saved a lot of time on busy work, giving the AEs more time for selling.