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Homerun Presales Platform

Homerun Presales Platform

Overview

What is Homerun Presales Platform?

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…

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Recent Reviews

TrustRadius Insights

Users of Homerun have found that the platform greatly improves their presales activities by centralizing and organizing their work, …
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Pricing

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What is Homerun Presales Platform?

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…

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Homerun Presales Platform?

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 the work of sales engineers. According to the vendor, the problem was that they were managing multiple deals at any given time, jumping from customer calls to demos to POCs and back using multiple tools: a CRM, notepad, docs, spreadsheets, etc. So Homerun is built for both presales leadership and individual sales engineers, presales teams of all sizes use Homerun to achieve exceptional presales results.

Homerun Presales Platform Features

  • Supported: Opportunity Management/Evaluation Plans
  • Supported: Feature Requests & Product Gaps
  • Supported: Activity Tracking
  • Supported: Automated Alerts
  • Supported: Analytics & Reporting
  • Supported: Data Integration

Homerun Presales Platform Screenshots

Screenshot of A presales workspace and one place to track, manage, organize and inform  presales efforts.

Homerun Presales Platform Competitors

Homerun Presales Platform Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationMobile Web
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Comparisons

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Reviews and Ratings

(11)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users of Homerun have found that the platform greatly improves their presales activities by centralizing and organizing their work, leading to improved collaboration and streamlined workflows. With Homerun, users can track opportunities for their Solutions Architecture team, keep records of sales tooling, and connect related bugs and feature requests, allowing them to easily track metrics around team performance. Additionally, Homerun helps users stay organized when running proof of concepts, or POVs, by providing a central location for internal notes, CRM links, and ticketing. Users appreciate the insight into their mid-funnel process, SE activity reporting, and capacity planning that Homerun offers, giving them visibility and transparency to leadership and sales partners.

The software also plays a crucial role in technical evaluations for partners, customers, and executives as it provides full visibility and the ability to pull reports for management. Users have noted that Homerun offers activity tracking, capacity planning, and pre-sales-specific performance metrics that were not readily available in their CRM. By keeping all work related to deals in one central location, Homerun allows others to access it, providing managers with visibility across the team. Moreover, users have found that Homerun makes the organizational aspect of note-taking, discovery notes, POV check-ins, and product feedback easy, clean, and maintainable. The software solves various business problems such as understanding cycle times, FR impacts, efficiency, win rates, and the current state. It also provides insights that were previously missed, enabling users to measure their team's overall health and effectiveness from the PoC stage to Tech Win.

Furthermore, Homerun is leveraged by users for centralizing POC management by integrating it with their CRM and ticketing systems. This integration helps streamline workflows and facilitates sharing success criteria and POC status with internal and external stakeholders. The platform's dashboarding capabilities and metrics provide visibility into reducing the cost of sale and assist in decision-making processes. Users particularly appreciate the easy-to-use Kanban board for opportunity/POV tracking and the rollup of metrics for opportunities. Before using Homerun, users struggled with scattered notes and files, but the software has provided a single location for all their data, making it easily accessible and facilitating seamless transitions between team members. Overall, Homerun is highly valued by users for its ability to centralize and organize presales activities, improve collaboration, and provide valuable insights throughout the sales process.

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.

Missing Save Option: Some users have found it inconvenient that certain fields in the platform do not have a save option, resulting in potential data loss or extra effort to manually save their work.

Clunky Integrations: Several reviewers have mentioned that the integrations in the tool can be clunky and not very seamless. They specifically pointed out small icons used to activate edit sections as being difficult to locate and use effectively.

Feature Gaps and Challenges: Since Homerun is still in its early stages of development, some users have encountered feature gaps and challenges while using the software. These gaps may hinder their workflow and require workarounds until they are addressed by future updates.

Reviews

(1-10 of 10)
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February 28, 2024

My 2nd Brain for Presales

Jacob Moulton | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • 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
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.
January 23, 2024

Homerun Success

Matthew Kavanaugh, CISSP | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Tracking Deal Sentiment
  • Tracking Activities
  • Customization of Metrics for SE Teams
  • Integrations with Salesforce for Automation
  • POC Tracking and Custom Success Criteria
  • Tracking granular KPIs for POC Evaluation Plan steps (time per step, frequency of use etc.)
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.
Score 10 out of 10
Vetted Review
Verified User
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!
  • 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!
  • 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.
Homerun is for any organization that does not have a solid pre sales tool for solutions consultants/engineers.
Score 10 out of 10
Vetted Review
Verified User
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.
  • Easy access to all details of an opportunity
  • linking with other sales tools
  • managing sales process and status
  • Initial had difficulty synching with Outlook calendar - corrected.
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.
Score 8 out of 10
Vetted Review
Verified User
Tracking the sales opportunities that have been prescreened and ready for solution review, demos and/or POCs. Massively reduced my administrative workload when it comes to syncing and updating our Salesforce system with opportunity sales cycle details.
  • Integrates with SaleForce
  • Maps out a consistence process for software demos
  • Great dashboard for quick visualization of the presales pipeline
  • Integration/API with other solutions or connectors.
  • Connection with Outlook for managing calendar, tasks and managing emails to the sales opportunities.
  • Ability to customize the dashboard and other data views.
Homerun Presales is well suited for managing any sales cycle where you have an defined playbook and want to standardize your process for new or existing hires to ensure everyone is following the same steps and getting the expected results.
Leo Maguire | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Prior to HomeRun my notes and files were all over the place. Notepad word docs saved on network shares or box or Confluence. HomeRun gives me a single location for all my data that I can reference whenever I need it. The biggest issue I have found that HomeRun has solved for us is when someone is out of the office, and I have to fill in I know where the data is and can easily prepare for whatever the customer needs with a seamless transition from one engineer to another. I also love the action items. As I am meeting with the customer or entering data, I add the Action items and have my reminders in the same location as I have everything else I need for the customer.
  • Tracking Opportunity
  • Single location for Notes and Data for our Opportunities
  • Reporting on the data entered.
  • Currently working on Calendar integration
The biggest issue I have found that HomeRun has solved for us is when someone is out of the office, and I have to fill in I know where the data is and can easily prepare for whatever the customer needs with a seamless transition from one engineer to another. I also love the action items. As I am meeting with the customer or entering data, I add the Action items and have my reminders in the same location as I have everything else I need for the customer.
Dan Katz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Insight into our mid-funnel process, SE activity reporting and capacity planning, visibility and transparency to our leadership and sales partners.
  • My team LOVES the latest activity tracking integration with Google Calendar - makes it so easy.
  • Before Homerun, we had limited insight into our mid-funnel. Now it's very easy to see our SE pipeline at a glance, including anywhere we are blocked or where there's concern.
  • Jira integration for Feature Requests is a great way to share field insights with our product teams.
  • As a young application, Homerun lacks some depth, especially around reporting and analytics. The next release is focused on those features and we're excited to help shape it.
Homerun is excellent for Presales teams of all sizes. It's particularly great if you're looking to grow along with a vendor, as the founders are extremely responsive and treat you like true partners. For Customer Success use cases, Homerun has some growing to do.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Better tracking of team metrics and deals in flight. Homerun has made it easier to see the analytics behind this as well as give us a quick KanBan view into our opportunities:<br>'<br>- easy kanban board for opportunity / POV tracking<br>- rollup of metrics for opportunities is awesome<br>- love the integrations to hubspot for and jira to connect opportunities to connected tools and information
  • consolidated tracking
  • easy visibility
  • tool flexibility
  • integration to supporting tools is nice
  • Small edit / submit icons for editing fields
  • integrations are a bit clunky at times
  • more tool integrations
- easy kanban board for opportunity / POV tracking
- rollup of metrics for opportunities is awesome
- love the integrations to hubspot for and jira to connect opportunities to connected tools and information
Score 10 out of 10
Vetted Review
Verified User
Thanks to Homerun, we now have a solid presales process to rely on. We can directly measure our team's overall health and effectiveness from the PoC stage to Tech Win. We can also effectively communicate and triage any PoC issues with our Product and Engineering team directly through Homerun to completion. All our deal insights can be passed now to our CRM for SalesOp visbility and forecasting assistance. Dashboarding and metrics helped us gain visibility into reducing our cost of sale and also helped us gather the information that will be helpful in our decision-making process in the future.
  • Product Gaps and Ticketing with Product Engineering
  • Overall Presales Deal Management
  • Measure Health and Effectiveness of Presales Organization
  • Feature Gaps with competitors, still a new company
  • Integration with CRM
The primary business problems the Homerun Platform is helping us solve are the overall health status of our opportunities in PoC, product gaps identification and tracking, and measuring our cost of sale.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We leverage Homerun for centralizing our POC management. Homerun is integrated with our CRM and ticketing systems so that we can manage all workflows associated with technical presales in one place. We also leverage Homerun for sharing success criteria and POC status with internal and external stakeholders.
  • Easily integrate with Jira workflows
  • Centralize all POC notes in one place
  • Easily share status updates
  • Monitor POC progression
  • Homerun has consistently delivered the new features we've requested very quickly.
Well-suited for teams looking for an organized way to centralize their POC workflows. If you are finding yourself having personal notes in one place, your CRM updates in another, and your ticketing system being disconnected from it too - Homerun is a great tool for organizing all of that into one place. It has made communicating my POC statuses much easier and has cut down on a lot of the unnecessary time spent on consolidating information from multiple systems.
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