Homerun Presales Platform vs. Vivun

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.

There are some major gaps in feature functionality that I would expect for a tool that is supposed to integrate well with SFDC. For instance, notes do not format in SFDC the way they do in Hero, by Vivun. Also, sales notes do not carry over from SFDC to Hero, by Vivun, so I still find myself logging into SFDC to view important info.

Incentivized

• 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.

• Build out checklists for opps
• record product enhancement request
• tie "activities" to opps

Incentivized

• More flexibility in external reporting: Homerun Presales Platform provides solid internal reporting, however, creating external reports can be a bit cumbersome. Right now it takes extra effort to export data to third party reporting tools (e.g., PowerBI), however I got exceptional support from the team to be able to accomplish this task.

Incentivized

• integrate seamlessly with SFDC
• tie notes to a specific activity
• user interface and navigation

Incentivized

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

Salesforce is too complex to navigate and keep consistency, being really time consuming and leading easily to outdated information and fragmented reporting. Excel doesn't provide any good overview or automation, and it's extremely easy to overwrite data. Heavy to load, too time consumig to understand anything or see what is the global status at a glance.

• Gaining a presales-focused view of the sales cycle, allowing us to track our team's contributions in a structured and measurable way.
• Improving our collaboration with the product team by giving us actual data on feature gaps and potential revenue at risk due to missing functionality. This will help drive more strategic roadmap decisions.
• CRM integration (Salesforce) has reduced manual admin work, saving our team valuable time.

Incentivized

• Ability to report on sales engineering time spent on an opportunity
• enter product enhancement requests based on customer feedback, which saves time by not having to log into Jira
• selecting activities from our calendars and tie to opps is a big time saver

Incentivized