Solutions

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Other than salesengineering.com, nobody else provides tools exclusively for SEs.

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SEplanit

Technical Opportunity Planner & Management Dashboard

SEplanit is the first Pre-Sales Force Automation (PSFA) product. It is a web-based Technical Opportunity Planner (TOP) and Management Dashboard specifically designed to assist pre-sales staff in the analysis of their opportunities toward reducing their cost of sales and driving incremental revenue.

SEplanit adds value and complements SFA products -- Unlike traditional SFAs that passively collect data, SEplanit is the first “Smart PSFA” product that actively analyzes data to make suggestions that impact crucial SE performance metrics.  "Alerts" are reported to SEs and managers for deals that demand attention due to issues of effort vs. payback, time to closure, data impurities, etc. 

SEplanit structures the ability to improve Pre-Sales Engineering performance by:

  • Increasing the number of qualified deals to improve the funnel quality
  • Growing deals
  • Reducing the time to solution closure
  • Increasing the win rate

SEplanit helps SEs manage their critical deals by:

  • Developing project plans for achieving efficient solution closure
  • Assessing the completeness of their solution qualification and risk in moving forward
  • Prioritizing who to spend time with and ensuring they know the correct Solution Decision Maker
  • Assessing their performance across critical active and historical opportunities
  • Alerting them to deals needing special attention
  • Generating documentation suitable for collaborative team opportunity reviews

Circle

Dashboard

Through a highly visible and configurable dashboard, SE Managers monitor SE performance metrics such as solution sales funnel revenue and quality, time to solution closure, and solution win rate.

SEplanit supports the planning, management, monitoring, and reporting of critical opportunities by local to global pre-sales organizations.

Web pages are designed for rapid data entry and visual feedback using familiar tab oriented interfaces, so SEs remain focused on the strategy and planning of fast, efficient Solution Closure. A central database ensures data integrity, reliability, and availability.

SEplanit supports a patent pending Solution Sales Process. Benefits include:

  • Efficient : SEs develop Technical Opportunity Plans to achieve quick Solution Closure
  • Consistency : The entire SE team uses the same process, content, and format
  • Collaboration : SEs share solution sales intelligence, and teams of SEs strategize on large critical deals
  • Scalable : SEs manage small to large deals having dozens of solution stakeholders
  • Repeatable : SEs “turn the crank" with a structured process
  • Forecastable : With practice, the time to solution closure becomes accurate
  • Measurable : SE Managers monitor SE performance metrics such as solution sales funnel revenue and quality, time to solution closure, and solution win rate

See a demo of SEplanit!