GridBuddy Connect was a contact data tool that combined data from separate systems into an editable, spreadsheet-simple view. Acquired by Validity in 2019, it is now a legacy tool.
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Homerun Presales Platform
Score9.1 out of 10
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Homerun is a presales workspace that offers one place to track, manage, organize and inform the user's presales efforts. The solution boasts users among presales teams such as AppViewX, Ciena, Starburst, Graylog, JupiterOne, and others use Homerun to increase win rates, decrease sales cycles, save time, and reduce onboarding time for new hires. Homerun is SOC2 Type2 certified and GDPR compliant.
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Origin Story: The first version of Homerun was an internal tool that organized…
1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep. 2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.). I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is specifically designed for Pre-sales and it's easy to maintain giving a great overview of the information that really matters to our roles. It would be helpful and a time-saver to manage calls, notes, recordings and meetings too, and even links to GDrive repositories or sharepoint
Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.
POC Management: The Evaluation Plans feautre ensures that we follow a clear and consistent process, so that we can track progress across each opportunity.
Feature Gaps: This is one of the most valuable aspects of Homerun Presales Platform. Having the ability to identify missing product features and more importantly quantify the potential revenue at risk because of them has transformed the way we interact with the product team. We can now bring data-driven insights to discussions instead of just regular feedback.
CRM Integration: Homerun Presales Platform can be syncrhonized with Salesforce, which allows us to grab the information we need from the CRM without the need to duplicate it and push anything that might be beneficial to the broader team back to the CRM.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid.
Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
More flexibility in external reporting: Homerun Presales Platform provides solid internal reporting, however, creating external reports can be a bit cumbersome. Right now it takes extra effort to export data to third party reporting tools (e.g., PowerBI), however I got exceptional support from the team to be able to accomplish this task.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very easy to use platform, with integrations with other tools allowing data to flow between the different platforms. The real bright spot for Homerun is that it is designed with presales activities and cycles in mind, meaning it was very easy to fit within our existing presales process. Most aspects of the tool are also customizable so you can take what already works in your process and port that over to the tools provided. Within days of our initial training from the Homerun team, it became a tool that our team members use daily
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Homerun Presales Platform is head a shoulders above Salesforce from a Sales Engineering perspective. Homerun Presales Platform independently tracks deal stages, allowing SE leadership to accurately understand the technical side of the opportunity. Homerun Presales Platform provides a clean, easy to use workspace where the important aspects of an opportunity are front and center, and not bogged down inside an outdates, bloated CRM platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Gaining a presales-focused view of the sales cycle, allowing us to track our team's contributions in a structured and measurable way.
Improving our collaboration with the product team by giving us actual data on feature gaps and potential revenue at risk due to missing functionality. This will help drive more strategic roadmap decisions.
CRM integration (Salesforce) has reduced manual admin work, saving our team valuable time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
