Your mission control for PreSales.

Optimize everyday workflows, track revenue-critical product gaps, maximize PreSales productivity and convert more technical wins to drive revenue with PreSkale.

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How PreSkale works

1
Integrate your tools and centralize presales workflows

Connect your existing CRM, Calendar, and PM tools to manage tasks, meetings, evaluation plans and product gaps in a centralized dashboard.

2
Create playbooks with real-world product-market insights

PreSkale documents every interaction and learning from won/lost opportunities, making it easier to identify winning tactics and build technical sales playbooks.

3
Maximize PreSales productivity and boost GTM collaboration

Get real-time insights on PreSales performance and enablement to maximize productivity and align revenue-centric teams to make efficient decisions.

One stop solution for all your PreSales needs

BUILT BY, AND FOR PRESALES ENGINEERS

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Workspace
Calendar Management
Workbook
Evaluation Plans
Product Gap Manager
Manager Workspace
Pipeline Manager
Starter Profile
Reports and Analytics

Workspace

See all your opportunities, tasks, notes, and meetings for the day in one powerful control-center. Manage PreSales everyday operations without switching tabs.

Focus cards
Work calenda
Workbook
Starter Profile

Calendar Management

Our complete suite of Calendar Management features provide a data-driven approach to time spent on internal meetings, client calls, and outcomes achieved.

Work calendar
Outcome tracker

Workbook

Add, track, and manage all of the tasks, notes, and meetings in one consolidated space. Organize your day-to-day deliverables and keep track of opportunity wiki.

Notes
Tasks
Outcome tracker

Evaluation Plans

Evaluation plan provides you with the holistic picture of the customer's journey from starting the evaluation to purchase or lost.

Checklist
Solutions
Product gap
Custom Sections
Collaborators

Product Gap Manager

Identify product gap items, deal severity, and revenue impact of the individual feature items against every evaluation plan.

Product gap analytics
Use-case manager

Solutions Manager (Coming soon)

See all your opportunities, tasks, notes, and meetings for the day in one powerful control-center. Manage PreSales everyday operations without switching tabs.

Solutions Analytics
Solutions and feature items
Use-case manager

Playbook Manager (Coming soon)

See all your opportunities, tasks, notes, and meetings for the day in one powerful control-center. Manage PreSales everyday operations without switching tabs.

Playbook Overview & Analytics
Solutions and feature items
Modules and Product gap items
Associated Accounts

Manager Workspace

Whether you’re working on 10 deals or 100 deals, PreSkale provides the same level of ease for managers to update and consume data, and go about their day-to-day responsibilities swiftly.

Daily insights / Lightning dashboard (/manager/dashboard)
Team overview /statistics

Pipeline Manager

Unlike Salesforce, where you'd have to buy a license and add filters to get the same view, we have designed a dedicated-and-uncluttered pipeline status inside PreSkale.

Custom stages
Deal Presentation view
Active stage accounts

Starter Profile

Get insight into work done behind the calls so executives and managers can make finer adjustments along the way, reducing costs and improving resource utilization.

Profile Highlights
Revenue Insights
Performance Insights
Utilization Insights

PreSkale can transform your
PreSales into a GTM powerhouse.

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Why PreSkale

Cuts busywork and hikes conversions

Let your calendar work for you with automatic insights into time spent and revenue outcomes achieved. Get a bird’s eye of your team’s activity and performance, so you can assign best-fit resources to key deals.

Calendar Management

Our complete suite of Calendar Management features provide a data-driven approach to time spent on internal meetings, client calls, and outcomes achieved.

Resource Assignment Manager

Measure skill based performance of SEs, maximize resource allocation and assignment for utmost efficiency.

Technical Sales Pipeline

Measure skill based performance of SEs, maximize resource allocation and assignment for utmost efficiency.

Calendar Management
Get data-driven insights into time spent on internal meetings, client calls, and outcomes achieved.
Technical Sales Pipeline
Measure skill based performance of SEs, maximize resource allocation and assignment for utmost efficiency.
Resource Assignment Manager
Get data-driven insights into time spent on internal meetings, client calls, and outcomes achieved.

Closes gaps and unlocks revenue

Track product gaps by revenue impact, dive into real-world use cases, and build product roadmaps based on real-time performance insights. Align your GTM teams to stop revenue leak with robust integrations for Product Board, Aha and Jira.

Product-Market Gaps

Identify and track product gap items, along with deal severity and revenue impact of the individual feature items against every evaluation plan.

Use Case Manager

Deep dive into the specific modules to show you real world use cases of individual feature items. PreSales teams can refer to UCM as a central dashboard to understand the needs and requirements of any particular industry or customer persona and revenue impact at large.

Gap Revenue Analytics

We provide you with a dedicated dashboard that shows a detailed analysis on the severity of a feature item of a particular module and the revenue potentially lost due to its unavailability.

Product-Market Gaps
Identify and track product gap items, along with deal severity and revenue impact against every evaluation plan.
Use Case Manager
Deep dive into the specific modules to show you real world use cases of individual feature items.
Gap Revenue Analytics
Analyze feature severity & potential revenue loss from its unavailability in a module.

Builds winning playbooks

Review ongoing deals and add metadata for any evaluation on the go. Generate master playbooks based on real-time insights from deals won and lost, right from that critical first interaction with your prospect.

One-pager Evaluation Plans

We show you holistic picture of the customer's journey from starting the evaluation to purchase or lost.

Technical Playbooks

We generate master playbooks from every tiniest interaction with the prospects (won or lost) to provide you with the latest insights on technical sales driving factors across industry, region and budget.

One-pager Evaluation Plans
We show you holistic picture of the customer's journey from starting the evaluation to purchase or lost.
Technical Playbooks
Get access to playbooks from prospects' interaction insights to highlight technical sales driving factors.

Extracts insights to accelerate revenue

Turn technical wins into revenue wins by bridging product gaps and maximizing presales efficiency. Or make your forecasts more accurate by understanding buyer demand across different markets. Or just do both with PreSkale.

Impact and Product Velocity Analytics

Bridge the gap between product and revenue. See which feature items are blocking technical wins or ultimate revenue, and help make finer choices with regards to the product road-map. Understand buyer demand for your product across different markets by drilling into sales per million dollars (product velocity) to forecast and strengthen SE performance

Time : Outcome Insights

We drill down every meeting in PreSkale across Event, Outcome, and Opportunity. So you understand the volume of time spent across different events and where time can be saved or optimized for better output.

Team Utilization Reports

We give you complete insight into PreSales team efficiency by quantifying the work done behind the meetings across outcomes such as RFPs, sales enablement, demos, POCs, and others. So you can make cost and resource adjustments along the way to improve team utilization, exercise best-fit assignment, and eliminate work overload.

Time : Outcome Insights
PreSkale drills down every meeting into Event, Outcome, and Opportunity to optimize time and output.
Impact and Product Velocity Analytics
Understand market demand and boost SE performance with product velocity analysis across markets.
Team Utilization Reports
Quantify PreSales work across outcomes to improve efficiency. Make cost/resource adjustments to avoid overload.

Why customers love PreSkale

“… though it’s an early-stage company, the effort they put into the product and being receptive to customer requests even at odd hours is going to take them a long way.”Mark Gustin, former VP of Solutions Engineer at Nauto

Mark Gustin
VP of Solutions Engineer

News from the PreSkale blog

PreSales Academy

What is PreSales or Sales Engineering

Gain a deeper understanding of the important roles that PreSales or Sales Engineers play in the sales process and their overall impact on the success of a business.

Ajay Jay
15 min
Company

New: Save time and steps with Calendar Automation

We have added a new sleek feature – Calendar Automation – to our suite of Calendar Management tools inside PreSkale. This timely feature enables PreSales to save time on admin work for every time they create a new meeting invite.

Ajay Jay
2 min
Company

What made Dreamforce 2022 amazing? The people

Learn about the amazing community of people I meet at Dreamforce 2022, and hear exciting stories about Salesforce's impact on businesses of all sizes.

Prashanth Ganesh
2 min

SEs are your revenue machine. And they're gasping for time and resources. Add up to +15 hours to your week and fortify any revenue leaks with all-in-one PreSales management platform.

Save time, improve efficiency, plug revenue leaks.

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