Best Presales Software for Microsoft 365

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

Prelay's team-selling software allows your revenue team and internal stakeholders to work more effectively together. Prelay allows deal coordination to be organized in one platform that integrates with other key software, rather than spread across many disjointed collaboration tools, without any central tracking, oversight or learnings. Prelay's core uses cases ensure that there is clear visibility throughout the deal execution cycle. Our team sells software using Plays for process management and Assists to manage resource & deliverables. You can easily loop in any individual or team within the deal to answer questions and receive large deliverables from anywhere. Track and manage the entire lifecycle of the deliverable, with all history available. To achieve scalable success across proof-of-concepts (POCs), initiate, manage, track, and test. All teams should be involved and overall support for alignment and guidance.

Organise your daily presales work. Analyze your presales business. More technical wins. Both presales leaders as well as individual contributors need to find a better way of doing work right now. Optimizing presales can help you generate millions of incremental revenues without adding any additional staff. We are here to help you succeed. Run your business. Hub gives you the information you need to lead your team. Run your presales business. Do your job. Hub allows you to optimize your time and win more business. Your go-to market organization's hub is sales engineering. Your C-suite and board can have better oversight. Provide detailed metrics on tech sales. Demonstrate tech sales activities. Rationalize investments and optimize resources. Respect security and follow their processes.