Success is a CRM for presales teams. It allows better forecast of presales deals, tracking of customer engagements, product evaluations (proof of concepts), and collaborating with internal teams and customers.
In my last startup, I was the first Sales Engineer (SE) to join the company. Sales Engineers play a critical role in making enterprise deals successful. Presales is different than Sales. There are tons of tools for Sales but tooling for Sales engineer is mostly a mix of spreadsheets, trello, Jira, emails, calendars, slack, salesforce and their memory. There is no single platform that understands presales workflows and makes it easier for presales teams to track, manage and report on their customer engagements.
Sales Engineering leaders find it hard to forecast on the timeline and outcome due to limited visibility into product evaluation, customer sentiment and execution of proof of concepts.
Professional Services and Customer Success teams struggle to get understanding of what was discussed during presales.
We've built Success App to be a "single pane of glass" for Presales Teams. Sales leaders can forecast deals accurately. Sales Engineers can track and manage their customer discoveries, product demos, proof of concepts and close more deals successfully. Professional Services and Customer Success teams get continuous visibility into deals in progress, so they know what's coming soon in their pipeline.
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