Homerun Presales Platform vs. LinkPoint Connect

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

LinkPoint is well suited to any situation where Outlook is used for email correspondence and calendar items and there is need to have a record of those items and/or perform connected actions (schedule tasks, follow up reminders, etc.) in Salesforce. Automating this process and removing as much duplication of work as possible is the primary goal and the primary benefit that LinkPoint provides. In addition to efficiency, automating the process also provides a pretty substantial increase in accuracy, removing ca. 50% of the chance for human error. It's pretty simple functionality in concept, but extremely valuable in execution.

Incentivized

Independently Invited by TrustRadius

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

• 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.

Incentivized

Invited by the Vendor

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

• Adding emails is a breeze.
• Creating contacts/leads from outlook is as simple as highlight, drag and drop.
• Additional customization to allow you to bring in associates custom objects.

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Invited by the Vendor

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

• The plug-in for Outlook needs to be reset every couple of months.
• It does not tag e-mails sent from mobile devices (or we haven't figured out how to do that yet).

Incentivized

Independently Invited by TrustRadius

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

Never had to use the support team, which probably means the product works well!

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Invited by the Vendor

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

Prior to our move to LinkPoint, we used the Salesforce add-in for Outlook. This required manual syncing of email and calendar items and no easy to use interface between the two programs. It was very cumbersome for me to use, to the point where I quit using it altogether some time ago. I found it far less frustrating to just switch back and forth between Outlook and Salesforce and manually perform the requisite actions, create tasks or other items, enter the required data, etc.

Incentivized

Independently Invited by TrustRadius

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.

Incentivized

Invited by the Vendor

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

• Activity history tracking. Our users send most of their emails from outlook.
• Contact and lead creation.
• Visibility of all associated records.

Incentivized

Independently Invited by TrustRadius

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