TrustRadius Insights for Homerun Presales Platform are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Collaboration Tool: Users have praised Homerun as an excellent collaboration tool, allowing their teams to work together more effectively. Many reviewers appreciated the intuitive and user-friendly nature of Homerun's platform, making it easy for anyone to start using it right away.
Centralized Data Storage: The single location for all data provided by Homerun has been highly valued by users. They no longer need to search through multiple platforms for their notes and files. This feature has improved efficiency and saved time for many reviewers.
Kanban Board for Sales Pipeline Management: The kanban board feature in Homerun, specifically designed for opportunity and POV tracking, stands out as a valuable tool. It allows users to easily track and manage their sales pipeline. Several users have highlighted this feature as one of the key benefits of using Homerun.
We needed a solution that would help centralize and standardize SE operations. Several issues we had were multiple processes and decentralized collateral, which caused repeated work, inconsistent customer experience and longer time to close customer deals. We used Homerun to automate POV processes, activity tracking, resource request and routing, knowledge management with SE workspace, reporting and pipeline review.
Pros
Deal management
Activity reporting
POV generation and processing
Pipeline and other SE reporting
Cons
UI could be updated a bit
Custom reporting
Likelihood to Recommend
One unexpected benefit was business continuity if a SE leaves, it is very easy to add another on to the project and not lose any data. The POV process is well thought out and efficient adding to customer satisfaction. SE reporting and activity tracking are outstanding. Having the ability to easily create workflows for SME resource routing has opened up a lot of potential as well.
We use Homerun Presales Platform primarily within the pre-sales team to manage and track our technical engagements throughout the sales cycle. It helps us centralize all ongoing opportunities, align with cross-functional teams like engineering through integrations with tools like Jira, and provide clear visibility into pre-sales status and progress — something that was really hard to manage with traditional CRMs.
Pros
Removes the noise from other information related to the whole sales cycle
Allows to connect to Jira to keep overview of all related information
Great at a glance and progress overview
Cons
Connecting with calendars / call management tools
Better synch with Salesforce
Possibility to see quotes from salesforce
Likelihood to Recommend
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
At our company we use Homerun Presales Platform for managing presales efforts across different teams and regions. Previously we struggled with a lack of structure tracking presales activities and didn't have a clear picture of our presales pipeline (including relevant metrics and reporting tailored to our needs). All of this has finally been addressed with Homerun Presales Platform.
One of the biggest improvements has been how we manage RFI/RFP responses and POCs: the "Evaluation Plans" features allows us to track these activities in a consistent and organized way.
Another game-changer is the ability to monitor feature gaps and quantify the revenue at risk due to missing functionality. This has completely changed how we handle conversations with the product team and how we can influence the roadmap based on actual data. We now use Homerun Presales Platform daily, logging meeting notes, tracking RFI/RFP responses, POC progress, etc.
Pros
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.
Cons
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.
Likelihood to Recommend
I'd highly recommend Homerun Presales Platform to anyone managing a presales team. It's been a game-changer for tracking team performance, resource allocation, and overall presales impact. What makes it stand out is how it provides a clear and presales focused view of the sales scycle, rather than just a purely sales-driven perspective.
We use Homerun to organize our presales process and provide feedback to other teams around the organization about client needs. We also use it for project tracking for our services delivery team, it is an essential tool for coordination, tracking, and learning about effective sales cycles. The activity tracking tool gives an easy snapshot of how our team members spend their time and we're able to connect activities to client success. It's turned into an essential daily tool for the technical sales team.
Pros
We're able to add custom discovery, ROI, delivery, and business questions to evaluation plans without adjusting a ton of forms, moreover we can easily share our notes with the clients.
Easy integration with Salesforce to push and pull recorded data into fields the Homerun team helped us set-up.
The presales sentiment field allows the team to quickly communicate concern or encouraged deals.
Integration with Jira and Github allows us to communicate directly with product teams without managing different systems.
The Homerun team absolutely crushes it in the customer service department. Sameer and Brian are the absolute best. Our questions get answered quickly and they're willing to hop on calls to troubleshoot.
Cons
I'd love to see more learning articles around building charts and dashboards. There's a lot of analytics built into the tool, I'm sure there's some examples of effective reporting, I'm not sure my team is taking advantage of that feature.
Likelihood to Recommend
Homerun addresses record keeping specifically for presales, project status, and coordination between presales and other teams in our SaaS organization. Moreover, it allows our team to coordinate with each other for client coverage because all of our notes are included in the platform.
The search feature and links to our calendars allow us to easily organize our thoughts around client interactions, something I use daily. Also, logging activities allows us better insight into where we spend our time as a presales team with actual data vs individual impressions.
For accurate forecasting and tracking sentiment of opportunities we're working. This allows us to keep accurate records of the details of opportunities and to ensure our viewpoint is tracked to coordinate with our respective sales counterparts. Keeps our leadership in the know of how we're progressing through the sales cycle on the technical side of the house.
Pros
Organization
Record keeping
Forecasting
Cons
Ease of use with meeting tracking
greater integration with Salesforce
Mobile application
Likelihood to Recommend
This is well suited for us to maintain the entire documents and granular insights per opportunity we're working!. The receptiveness to feedback and quality of life improvements for the platform that they willingly implement in a quick amount of time is impressive. Very valuable to teams that want more customization for their specific use cases.
We use Homerun Presales Platform for all Sales Engineers (SE) at my organization. Since switching from our previous CRM platform, I've experienced a huge increase in clarity on opportunities, and staying organized. Homerun Presales Platform was built from the ground up with Sales Engineering at the centerpiece. Homerun Presales Platform has become my go-to platform for notes, meetings, proof of concepts, and all other details. I like how the Kanban style allows me to quickly see the stages each opportunity is in, and track those independently from account executives and sales leadership.
Pros
Clarity on stages of all deals at a glance
Tracking and reporting progress of Proof-of-Concepts
Capturing technical details of opportunities
Capturing the Sales Engineer's sentiment on opportunities
Cons
More detailed "scoping" section to annotate technical details that differ between all opportunities
Proof of concept templates could use greater functionality
Adding activities directly from an opportunity should link to meetings on my calendar
Likelihood to Recommend
Homerun Presales Platform enables sales teams and sales leaders to better qualify opportunities by taking the SE's perspective and sentiment into account. This leads more open conversations between sales teams and helps reveal gaps. Homerun Presales Platform also acts as a workbench for SEs to stay more organized, leading to more clarity on deals, allowing those same gaps to be identified early and often.
I use Homerun Presales Platform as an SE (sales engineer) on a daily basis. Homerun Presales Platform reduces my friction and admin work in SalesForce. Homerun Presales Platform is my “post it note” for each deal to remind me of the key risks and communicate to the rest of my team and stakeholders.
Homerun Presales Platform helps me prioritize my time and proactively communicate what needs help and what I’m spending my time on.
Pros
Calendar sync to track time spent on opportunities
Kanban view to see all my opportunities at a glance and where they’re at
Salesforce integration so I can stay out of CRM and only see what’s relevant to me.
Cons
Mobile App
Charts and reporting are powerful but clunky
Custom Kanban views so that I can prioritize my deals and get the info I need at a glance
Likelihood to Recommend
Homerun Presales Platform is great for SEs who are tracking complex technical opportunities in a sales cycle. Homerun Presales Platform has a lot of POC related features, so it may be overkill if you don’t POC your products.
Prior to HR, our team was utilizing a CRM that had built with Sales reps in mind first. Much of the functions, fields and reporting was structured in a way that allowed for the sales team to have good insight into their business, but it made it very hard to track Sales Engineering metrics. Homerun has given our team the ability to build custom metrics, review sentiment on deals (separate from the sales reps) and therefore gauge pipeline better. Tracking activity was also one of the biggest wins we had. Manually tracking activity in the CRM lead to misrepresented metrics and activities across the team, making it very difficult to make decisions on quota alignment year over year, areas of improvements that could be made and nearly impossible to identify what good looked like. Lastly, the tool has revolutionized how we organize and track our POCs through the use of Evaluation Plans. These give us an easy format to provide Success Criteria to the prospect, transfer documents the prospect and evaluate overall success rates of POCs. At the end of the day, the ease of use and learning curve is very low.Personally, Homerun is being used to help my Principal SE team track where they are engaging in opportunity support across the business. We use this to determine if there is a need for enablement across the SE team by analyzing frequent requests for assistance in deals, demo customization, POCs. etc. We also use this to track POCs. We track how many are open, the completion % of those that are open, and evaluate the number of days they have been running to ensure we are sticking close to our ~2-week POC time frame.
Pros
Tracking Deal Sentiment
Tracking Activities
Customization of Metrics for SE Teams
Integrations with Salesforce for Automation
POC Tracking and Custom Success Criteria
Cons
Tracking granular KPIs for POC Evaluation Plan steps (time per step, frequency of use etc.)
Likelihood to Recommend
Homerun is great for teams that are struggling to seperate their pre-sales/SE program and reporting from the Account Executives. Many SE teams struggle with CRMs that have been built around AEs. This platform is a great way to give you quick insights that are SE specific.
Homerun is used daily as a guiding light and navigational guide to help let the Solutions Consulting team know exactly where an opportunity stands and what work is yet to be done.
In terms of business problems we had siloed data in numerous places that was not in sync and it made it very difficult to respond in a timely manner when asked about an opportunity.
Homerun solves this immense pain point we had and the ease of use is awesome!
Pros
Understanding at a glance by Solutions Consultant, the number of opportunities, dollar amount and were they currently sit in each stage is GOLD!
Complete ownership of the solution to make it your own is true VALUE!
Homerun team is very attentive and available for support and feedback. They are heavily vested in the market and the solution they bring to the table to make the presales world better!
Cons
Confident that the Homerun team will continue to innovate and refine existing capabilities and bring new ones to the tables as the market needs change.
Likelihood to Recommend
Homerun is for any organization that does not have a solid pre sales tool for solutions consultants/engineers.
I use Homerun Presales Platform to manage the opportunities I work. I can keep meetings, notes, files all in a single place. It allows me to be more efficient and better share information. I can keep track of the flow and stages of opportunities in a single pane of glass. Linking to Sales tools and databases and sharing information between them is very helpful.
Pros
Easy access to all details of an opportunity
linking with other sales tools
managing sales process and status
Cons
Initial had difficulty synching with Outlook calendar - corrected.
Likelihood to Recommend
It is very well suited for the Sales Engineer. Working multiple opportunities at one time and keeping track of all the notes and files is much easier with this tool.
