Pre-sales Management software

Updated: July 30, 2023

Pre-sales Management software is a specialized solution that helps businesses streamline and optimize their pre-sales processes, from lead qualification to deal closure. This software provides tools and features to efficiently manage sales leads, track customer interactions, and collaborate with the sales team. Pre-sales Management software often includes features for lead scoring, pipeline management, and sales forecasting, empowering sales teams to prioritize high-value leads and opportunities. It also facilitates effective communication with potential customers, ensuring timely follow-ups and personalized engagement. With real-time analytics and reporting, businesses can gain insights into the performance of their pre-sales activities and make data-driven decisions to improve sales effectiveness. By leveraging Pre-sales Management software, organizations can enhance the efficiency and productivity of their pre-sales operations, accelerate the sales cycle, and ultimately drive revenue growth and customer acquisition.

See also: Top 10 Online CRM software

2021. Sales scheduling platform Chili Piper raises $33M



Having secured a $33 million Series B funding round, Chili Piper offers a sophisticated SaaS appointment scheduling platform tailored for sales teams. The B2B revenue teams benefit from Chili Piper's software, which effectively converts leads into attended meetings. Sales teams can leverage the platform to schedule demos, improve inbound conversion rates, automate lead routing, and streamline crucial meeting processes. Renowned companies such as Intuit, Twilio, Forrester, Spotify, and Gong rely on Chili Piper's solutions. While Chili Piper provides various tools for businesses to manage and schedule appointments, its unique selling proposition lies in its effectiveness for inbound Sales Development Representatives (SDRs). This enables efficient scheduling of calls when customers visit websites and request a callback from a salesperson.


2021. Calixa raises $4.25M seed to manage ‘bottom up’ sales approach



Calixa, an emerging startup, recognizes the need for a novel tool to effectively manage the bottom-up sales motion. To address this requirement, the company has successfully secured a seed funding round of $4.25 million. Calixa's product simplifies the user experience by allowing users to sign up and seamlessly link the necessary accounts to compile essential data. This process is facilitated through the use of API connectors, which enable the consolidation of data from different sources. Users only need to provide their usernames and passwords to access the accounts, after which Calixa efficiently pulls together the required data.


2020. Vivun announces $18M for its AI pre-sales platform



Vivun, a company that specializes in developing an AI-based pre-sales platform, has recently announced a successful Series A funding round of $18 million. Vivun has garnered significant investor interest due to the uniqueness of its product category and the high demand it has generated. It appears that businesses of all sizes, ranging from startups to enterprises, have been eagerly seeking a dedicated pre-sales solution like Vivun. The company has experienced substantial growth this year, attracting notable clients such as Okta, Autodesk, and Dell Secureworks. Additionally, Vivun's product aligns particularly well with the needs of larger enterprise organizations.