Fantastic presales tool built by presales professionals
March 13, 2025

Fantastic presales tool built by presales professionals

Catherine G. Potts, Ph.D. | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Homerun Presales Platform

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.
  • The tool allows us to see how different activities relate to closed won deals, giving us the insight needed to pivot staff towards effective presales strategies.
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.

Do you think Homerun Presales Platform delivers good value for the price?

Yes

Are you happy with Homerun Presales Platform's feature set?

Yes

Did Homerun Presales Platform live up to sales and marketing promises?

Yes

Did implementation of Homerun Presales Platform go as expected?

I wasn't involved with the implementation phase

Would you buy Homerun Presales Platform again?

Yes

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.

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