The Best Presales Tools to Boost Your Sales Strategy

The best sales engineers know the importance of foreplay for a successful sales process. Presales teams have always been a core part of creating buyer experiences and closing deals.

Presales tools are the right hand of a good presales team. In the G2 presales software category, you can find subcategories that include demonstration tools (e.g., HowdyGo), presales management software (e.g. Vivun and PreSkale), and value-selling tools.

In a nutshell, presales tools support sales teams through all vital steps of a sales process: customer research, creating and automating demos, requests for proposals (RFPs), and proposal generation.

In this article, we filtered the best presales software on the market and compared them based on their features and pricing. By the end of the article, you'll know how to choose the right tool for your presales team.

Best presales tools to boost your sales strategy

Ahead of you is a list of presales software that covers creating customized demos, navigating the customer's journey throughout the sales cycle, and managing RFPs.

HowdyGo

HowdyGo is a tool crafted specifically for presales team members looking to create immersive, interactive demos. It allows users to build guided tours of their SaaS product, helping new prospects explore features in a self-guided manner while capturing valuable lead data.

Furthermore, HowdyGo makes it easy for sales teams to capture and edit stable demo environments that can be personalized for specific opportunities and later shared with prospects post-calls.

Features

• Unlimited HTML interactive demos – HowdyGo enables users to capture app flows by recording HTML, CSS, and other elements, creating a high-fidelity, pixel-perfect demo of your product.
• Editing tools – Sort, delete, or add new steps to optimize your demo and create a better, more converting offer. Adjust HTML and all the technical details after recording, and customize branding to match your SaaS product identity.
• Demo checklist – This feature allows you to add checkpoints to longer demos so users can revisit sections or rewatch key parts to experience your product in depth.
• Lead capture – Integrate forms at any point in the demo to capture prospect information directly into your customer relationship management.
• Embedding options – Demos can be embedded on your website, shared via personalized links, or placed in a dedicated demo center for easy access.
• Analytics – Track demo engagement through step-by-step analytics to understand user interactions and optimize engagement.

Pros

• Unlimited demos for A/B testing until you design the perfect one.
• Flexible lead capture and CRM integration options.
• Step-by-step analytics for refining demos based on user behavior.
• High customization potential with drag-and-drop editing and branding options.
• Accessible pricing plans with free options available until the first demo share.

Pricing

HowdyGo offers three pricing plans, depending on the scope of your sales processes:

• The Starter plan includes unlimited demos and onboarding as many presales professionals as needed for $99 per month. Features you can leverage with this plan are editing, export, and lead capture.
• The Pro plan enables CRM integrations, as well as demo analytics, for $319 per month.
• Custom plans are available per request, including customized demos, automated personalization, and single-sign-on (SSO) for your enterprise.

Starter and Pro plans include a two-week free trial, allowing sales representatives to test the software before making a purchase.

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User ratings

HowdyGo is rated with 5/5 stars on G2. What users love the most about this presales software is an easy learning curve, many customization options, and excellent customer support.

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PreSkale

PreSkale is a revenue intelligence platform that covers product demo management, customer research, and product gap analysis. PreSkale customers primarily use it for its reporting features that help presales teams communicate with sales and product departments.

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Features

• Activity tracking – Track all presales activities, from product demos to customer interactions, in one dashboard.
• Product gap management – Identify and document product gaps based on customer feedback to inform future development priorities.
• Real-time collaboration – Connect sales and product teams through shared insights and reporting, fostering a unified approach to presales strategy.
• Customizable reporting – Generate detailed reports on presales performance, customer feedback, and team alignment to improve workflows.

Pros

• Stronger alignment between sales and product teams through shared insights.
• Comprehensive reporting tools that help make data-driven improvements.
• Centralized platform for managing a range of different presales activities, keeping the entire team on the same page.

Pricing

PreSkale does not provide transparent pricing plans, although you can come across two different models if you dig deeper through their website.

The Pro plan is designed for small businesses, allowing up to 12 presales leaders to be included, and costs $30 per month.

Their Popular plan is crafted for sales agencies, but it is unclear if it is any different than the Pro plan. It costs $40 per month.

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Use ratings

PreSkale is rated 4.7/5 on G2, and while users like their integration with CRM, they find that the product is incomplete to match their needs.

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Vivun

Vivun is an AI-powered presales platform that helps teams identify high-priority deals, align with product strategies, and drive revenue. Known for its deal acceleration and predictive analytics, Vivun helps presales professionals focus on opportunities with the highest potential.

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Features

• AI-driven deal scoring – Vivun’s AI analyzes past deals and customer interactions to score leads, allowing presales management teams to prioritize effectively.
• Product alignment insights – Identify insights into product gaps, helping presales teams work closely with product teams to align offerings with customer needs.
• Pipeline visibility – Provides an intuitive view of pipeline health and deal stages to optimize resource allocation.
• Customer insights dashboard – Tracks and aggregates customer feedback, allowing teams to refine messaging and strategy.

Pros

• AI-backed deal scoring improves lead prioritization.
• Real-time alignment with product teams ensures the sales team is aware of product strengths and gaps.
• Enhanced visibility into the pipeline helps optimize resource deployment and informative decision-making.

Pricing

According to Capterra, Vivun charges its tool per user, starting from $500 per user per month. Moreover, they do not offer a free trial, so you would have to rely on the quality of their demo to make an executive decision to use it.

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Use ratings

Vivun is rated by 106 different users on G2, with an average score of 4.7/5. Users are generally satisfied with its interface and Salesforce integration, while they find the customization options limited. They would also like to see more integrations and in-depth analytics that Vivun advertises.

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Loopio

Loopio is an asset to presales engineers' tech stack, helping them manage RFPs and proposals. If your presales management includes a challenging response process and messy documentation, Loopio might be able to help you with that.

By centralizing content and automating response workflows, Loopio allows teams to tackle RFPs and proposals more efficiently, increasing customer success.

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Features

• Centralized content library – Loopio stores reusable content for RFPs and proposals, ensuring consistent, accurate responses while minimizing human error.
• Automated response suggestions – Loopio's AI suggests answers from the content library, speeding up the response process.
• Collaboration tools – Enables teams to work together on RFPs in real-time, overviewing the proposal iterations.
• Analytics – Provides insight into response times and win rates, helping you understand customer behavior and refine your approach.

Pros

• Content centralization improves response accuracy and saves time.
• Automated response suggestions make it easy to tackle high volumes of RFPs.
• Collaboration tools ensure efficient teamwork and version control.

Pricing

Loopio offers four pricing plans with different key features but does not include the actual price on its website.

• The Essentials plan includes unlimited projects, automation, and team integration.
• Plus is a level-up from Essentials, and it includes popular CRM integrations such as HubSport and Salesforce.
• Advanced offers an opportunity to create and manage your library in multiple languages.
• Enterprise is a custom plan you can purchase for your business.

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Use ratings

In G2, Loopio has been rated by more than 600 users, with an average grade of 4.7/5. They are generally satisfied with Loopio as their asset but find that some features need to be further optimized and more flexible.

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Gong

Gong is a conversation intelligence platform that analyzes sales calls, emails, and meetings to help sales teams understand customer interactions and improve communication strategies. By capturing and analyzing conversations, Gong helps sales and presales teams refine their approaches based on data-driven insights.

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Features

• Conversation analysis – Records and analyzes sales calls, providing insights into topics discussed, customer sentiment, and engagement levels.
• Deal intelligence – Tracks deal progress and identifies risk signals, allowing teams to address issues proactively.
• Pipeline analytics – Gives teams a detailed view of pipeline health, highlighting deals that require attention.

Pros

• Provides data-driven insights into customer interactions, enhancing communication strategies.
• Deal intelligence and pipeline analytics make it easy to monitor deal health.
• Coaching tools help sales reps improve their approach with actionable feedback.

Pricing

Gong does not offer public pricing, you can request a quote on their website based on your team size and ambitions.

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Use ratings

Nearly six thousand users rated Gong a high 4.8/5 stars, claiming it is worth the money for its call recordings and transcript features. Although they mention certain bugs with accuracy and some missing features, Gong's team has been able to mitigate all those gaps successfully.

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Demostory

Demostory is a browser built on Google Chrome. It helps your team create live product demos and walkthroughs. Demostory allows presales teams to showcase products in real time, helping potential customers experience the software firsthand.

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Features

• Online demo builder – Capture and create demos by recording your app’s flow.
• Customizable demo steps – Adjust demo sequences, add annotations, and customize branding to deliver a tailored experience.
• Lead capture forms – Embed lead capture forms within demos, helping teams collect information from prospects.
• Engagement analytics – Provides insights into demo engagement to help optimize for better results.

Pros

• Easy-to-use demo builder with customizable steps and branding.
• Lead capture integration.
• Engagement analytics for refining demos.

Pricing

Demostory offers a basic plan for unlimited demo setups. This plan costs $300 per user, per year. A more complex plan is available per request, designed for larger enterprises.

They also allow a 30-day free trial for users to explore the creation of demo environments.

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Use ratings

Users rate Demostory to 4.6/5 on G2. They like the ease of use, with a slight learning curve. What they find challenging are annoying pop-ups that interrupt the flow.

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AssetMule

AssetMule is an AI-powered asset management platform that enables sales teams to migrate their assets from a collection of PDFs to an interactive web platform. It provides a centralized system for storing, tagging, and managing files so that you have an efficient workflow across different teams.

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Features

• Centralized asset storage – Keep your digital assets in cloud-based storage, accessible across different teams and locations.
• Pre-made templates – Create your management system from scratch or choose one of AssetMule’s many templates.
• Smart tagging & search – Incorporate a custom tag system to enable quick search.
• Collaborative tools – Allow your teams to share files, provide feedback, and navigate iterations of the product and sales process.
• Usage analytics – Track asset engagement and download statistics, to understand how your assets are delivered.

Pros

• Cloud-based and AI-powered asset management system.
• Intuitive interface with easy tagging and categorization options.
• Usage analytics to understand asset popularity and relevance.

Pricing

AssetMule provides a free plan for up to three assets, with access to all their templates and unlimited user onboarding. 

Their Pro plan includes up to 50 live assets, and access to AI features and branding. The price of this plan is $50 per month for an unlimited number of users.

Use ratings

AssetMule is new to the market, so it currently only has four reviews on G2, that rank it as a 5/5. At a glance, what makes it stand out is its interactive elements and personalization features.

The best presales tools: comparison table

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Which presales tool should you choose for your needs?

When selecting the best presales tool, consider your primary needs.

If your goal is team alignment and managing extensive RFPs, Loopio and PreSkale offer structured content and collaboration tools. For conversation intelligence and deal prioritization, Gong and Vivun help interpret customer interactions, while Demostory serves teams seeking real-time demo presentation simplicity.

For smaller teams focused on creating engaging, interactive demos with a lead-capturing edge, HowdyGo shines with its customizable HTML demos, real-time editing, and detailed analytics. It enables better selling even to non-technical SaaS buyers.

Conclusion

The choice of the best presales software depends on the specific needs and priorities of your sales and presales teams. One thing is certain - it all starts with a quality demo and vast analytics to help you improve your sales and increase revenue.

Before you decide to optimize your processes with presales tools, it's always helpful to try out a free demo version and explore all the features first-hand.

Ready to start creating killer demos? Try HowdyGo for free today.

FAQs

What is presales software?

Presales software refers to tools that help streamline sales success by optimizing the presales process. These tools help presales teams create demos, conduct customer research, generate proposals, and manage RFPs – ultimately preparing the field for the sales process to shine.

How do I get better at presales?

To improve your presales skills, focus on understanding customer needs through research. Furthermore, try practicing demo presentations and collaborating closely with sales and product teams. Utilizing presales tools can streamline your processes, making it easier to analyze customer interactions and optimize your approach.

What is presales strategy?

A presales strategy is a structured plan that outlines how a presales team engages with potential customers before the final sale. Presales engineers are focused on identifying key buyer needs, tailoring demos, conducting effective presentations, and leveraging data insights to enhance communication and drive engagement.

How do you measure success in presales?

Success in the presales process can be measured through various metrics, including demo engagement rates, conversion rates from demos to closed deals, customer feedback, and overall pipeline health. Utilizing analytics tools can provide valuable insights into these metrics and help refine your presales process and strategy.

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