• Pre-Sales
• Sales and SE Management
• Field Development
• Channels
• Training
• Services
• Products

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

To See a Demo and Try SEplanit Now go to the Contact Us page and select the SEplanit topic.  You will be sent an email to a page with links to see a demo and login to SEplanit as a Guest user.

Technical Opportunity Planner & Management Dashboard

SEplanit is the first Pre-Sales Force Automation (PSFA) product.  It is a web-based databased product that assists global pre-sales teams collaborate and analyze deals to reduce cost of sales and drive revenue.

SEplanit adds value to and augments SFA products.  It interfaces with any SFA product such as Siebel® or salesforce.com® that supports links.

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 such as deal quality, deal size, solution closure time, and solution win rate. 

"Alerts" are reported to SEs and managers for deals that demand special attention due to issues of effort vs. payback, time to closure, dirty data, etc. A configurable Dashboard enables SE Managers to monitor and report on technical sales funnels and SE performance metrics.

SEplanit helps SEs manage and prioritize their time by:

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 Generating documentation suitable for collaborative team opportunity reviews

Benefits:

SEplanit supports a patent pending Solution Sales Process which is:

• Efficient : SEs develop plans to achieve fast Solution Closure
• Consistency : Everybody 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 contacts
• Repeatable : SEs “turn the crank" with a structured process
• Forecastable : With practice, solution closure times become accurate
• Measurable : SE Managers monitor key pre-sales metrics such as funnel quality and size, solution closure time, and solution win rate

To See a Demo and Try SEplanit Now go to the Contact Us page and select the SEplanit topic.  You will be sent an email to a page with links to see a demo and login to SEplanit as a Guest user.

Before SEplanit, no commercial SFA products measure pre-sales engineering metrics. Without SEplanit, be prepared to roll your own pre-sales metric collection mechanism and/or modify your existing SFA product.