Software

Content Sharing with Prospects

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Paperflite

With Paperflite you build custom microsites for your sales content and track how buyers use them. It is sales enablement and marketing content software, built to shorten sales cycles.

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Pictures, Screenshots & Content

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Snagit Screen capture

Snagit takes screenshots and screen recordings. It is easy to use. You can capture a region, a window or a scrolling page, add arrows and notes, and share the result in a few clicks.

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Snagit (opens in a new tab)

Return on Investment (ROI)

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theROIshop

The ROI Shop lets you build custom ROI calculators that customers can use and understand. They show the financial benefit of your solution in numbers the customer can check. The calculators are interactive, so the customer can enter their own figures. The software also offers data analysis, real-time collaboration and detailed reports. When customers see the value of the investment themselves, deals tend to close faster.

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theROIshop (opens in a new tab)

Demo & Demo Automation

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Walnut.io

Walnut.io lets you build interactive product demos and tailor each one to a prospect. A tailored demo shows the buyer their own case, so it lands better. Walnut tracks how prospects use the demo and feeds that data into your CRM. You see who clicked what and can follow up on it. Walnut also connects to other tools used by sales, marketing and customer success teams.

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Walnut (opens in a new tab)

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Demoboost

Demoboost is a demo automation platform for sales and marketing teams. It combines what Walnut and Consensus do in one tool. You can build guided tours, videos, sandboxes, overlays and mobile demos. So you can pick the format that fits the audience and the sales situation. Demoboost connects to common sales and marketing tools, so it fits into the way your team already works.

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GoConsensus

GoConsensus is a demo automation platform for personalized, interactive video demos. Buyers watch them on demand, and each stakeholder sees the parts that matter to them. Its "Demolytics" feature tracks who watched what. Sales teams use that data to see which leads are engaged and where to focus. GoConsensus integrates with common sales tools.

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Sales Insights

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Gong.io

Gong.io records and analyzes your sales conversations and shows what works and what does not. It picks up how customers feel and what they need. Your team can learn from each other's best calls. Gong also tracks how conversations move deals and points you to the most promising leads.

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Gong.io (opens in a new tab)

Opportunity Management

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Homerun PreSales

Homerun PreSales puts all presales activities into one workspace. You manage tasks, track deals and log activities automatically. Presales leaders see the whole presales pipeline. Shared tools keep sales and post-sales teams aligned. Integrations sync the data with your other applications, so there is less admin work.

Homerun Presales (opens in a new tab)

Personal CRM

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Dex

Dex is a personal CRM (Customer Relationship Management) tool. It helps you organize your contacts and keep your relationships warm.

Key Features:

• Centralized Contact Management: Dex pulls contacts from LinkedIn, Facebook, Gmail and other sources into one place.
• Smart Notifications: It reminds you to keep in touch, so you do not miss an important date or follow-up.
• Note-Taking: You can take notes on interactions, helping you remember important details about your contacts.
• Integration: Dex connects to common platforms and keeps your contacts up to date.

Benefits for Presales:

• Relationship Building: Reminders and notes on past conversations help you stay in touch with potential clients.
• Efficiency: Dex merges contacts and updates them automatically. You spend less time typing data by hand.
• Personalization: With detailed notes, you can write to each contact in a personal way.
• Integration with Workflow: Dex works with LinkedIn and Gmail, so you manage relationships in the tools you already use.

GetDex (opens in a new tab)

RFP Supporting Tools

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responsive

RFPIO automates much of the RFP response work, so you answer faster with less effort. A central content library lets you reuse past answers. The team works on the response together, and analytics show where the process is slow. It connects to systems like your CRM and cloud storage.

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Proof of Concept (POC) Support

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Opine specializes in automating proof-of-concept (POC (opens in a new tab)) processes for enterprise software. Their platform uses testimonials to build trust between vendors and buyers faster, which speeds up POCs.

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Whiteboard: Excalidraw

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For whiteboarding I use one tool: Excalidraw (opens in a new tab). Every diagram on this site is drawn in it, including the one above. I used Miro and tried Mural, FigJam, Lucidspark and Microsoft Whiteboard. They are all good. I still came back to Excalidraw every time, so I stopped pretending and made it my only one.

Why Excalidraw

• The hand-drawn look invites people in. A sketch looks unfinished, so customers dare to change it. A polished diagram looks final, and people only nod.
• It is fast. Open the browser, draw. No login, no board setup, no template gallery to scroll through.
• It is free and open source. The free version at excalidraw.com covers most of what a presales consultant (opens in a new tab) needs.
• Live collaboration is private. You share a link, and everyone draws on the same canvas. The session is end-to-end encrypted.

How I Use It in Presales

• In discovery. I share my screen and draw the customer's process while they talk. They correct my boxes and arrows. After ten minutes we both see the same picture, and I know where the pain sits.
• For solution sketches. Before a demo I draw the target picture: systems, data flows, who does what. It goes into the OSD (opens in a new tab) and into the follow-up mail.
• For demo storyboards. One box per scene, arrows for the flow. I see the whole story before I build a single slide.
• For this handbook. Every diagram here started as an Excalidraw sketch. I keep the source files, so I can update a drawing in minutes.

Tips That Save Time

• Learn four shortcuts. R for a rectangle, O for an ellipse, A for an arrow, T for text. You never touch the toolbar again.
• Double-click to write. Double-click anywhere on the canvas and start typing. Double-click a shape to write inside it.
• Hold Alt (Option on a Mac) and drag to copy. Handy for rows of equal boxes.
• Use few colours. Pick two or three fill colours and give each one a meaning. On this site, yellow marks the outcome and red marks mistakes.
• Draw rough first. Get the story right, then make it pretty. Nobody remembers straight lines, everybody remembers a clear story.

excalidraw.com or Excalidraw+?

Start with the free version. Switch to Excalidraw+ when you lose track of your drawings or want to present straight from the canvas. Check the current plans (opens in a new tab) before you buy.

Libraries

Libraries are ready-made shapes you drop into your drawing. Think cloud icons, servers, people, devices, flowchart symbols. Browse libraries.excalidraw.com (opens in a new tab) and click "Add to Excalidraw". The shapes then sit in your library panel. You can also build your own library, for example with your product's modules. Then every sketch looks like your world.

Export

• PNG for slides, emails and chat. Turn on "Background" if the picture goes on a dark slide.
• SVG for websites and documents. It stays sharp at any size. All diagrams on this site are SVG.
• The .excalidraw file is your source. Keep it next to the export, so you can change the drawing later.
• Embed the scene. Tick "Embed scene" when you export a PNG or SVG. You can open the image in Excalidraw again and keep drawing.

AI Writing Tools

AI writing tools like ChatGPT help you draft emails, proposals and technical documentation faster, in a consistent tone.

AI Picture

Generate images, concept art or custom visuals with tools like MidJourney, DALL·E 2 ChatGPT, and Copilot. Use them for presentations or marketing material.

AI PresentationTools

These AI tools build interactive presentations from your input. They help you explain a complex solution clearly.

AI Design Tools

AI Video Tools

AI Sales Training Tools

Q&A Bots for Knowledge Management

Create a repository of frequently asked questions and answers, easily accessible through chatbots. These bots save time and ensure consistency in responses.

Competitive Intelligence