Outstanding evaluation experience, smooth implementation. Within a matter of weeks we had full adoption across the team and we are realizing significant value.

It's been very straightforward to setup up Homerun Presales in a way that matches our workflow. Activity capture is intuitive, and we're beginning to see meaningful performance trends. It's been useful to manage our technical sales funnel in a way that's never been available in our CRM. Activity tracking, capacity planning, and pre-sales specific performance metrics are available that we couldn't readily tease out of the CRM. We are following a more standardized process with less time required to complete each major deliverable of an evaluation.

Required a bit of effort to initiate the importing of opps from the CRM. Has taken some fine-tuning, but we were well-supported during this part of the implementation.

Homerun has changed our approach to deal management, it provides a seamless solution to the challenges we had in navigating intricate deal cycles. In our industry notes and emails often take the top spot, Homerun stands out as a Presales tool that focuses on the nuanced stages of high-touch technical deals. The platform's innovative features have transformed our reporting and analysis processes, eliminated the chaos of scattered notes, and equipped us with tools to scale our team. What truly sets Homerun apart is its dedicated team, consistently addressing customer needs and enhancing day-to-day operations with solid customer-driven updates.

Not any cons that are glaring with this product, the fact they are newer to the market and potentially needing to adopt new features faster as they are released.

Absolutely great support, approachable and understanding. Willing to walk you through things that aren't directly a Homerun issue.

As a novice in SalesForce, the support team personally walked me through the integration steps and ensured I had all the links and connections working to have efficient two way syncing and massively reduced my administrative workload. It is very straightforward 1,2,3 step process to setup up Homerun Presales and get using and seeing process efficiencies.

Being such a new product to market, more integrations/APIs are needed to leverage other solutions and have a single pane of glass to see the status of deals.

Personally, Homerun is being used to help my Principal SE team track where they are engaging in opportunity support across the business. We use this to determine if there is a need for enablement across the SE team by analyzing frequent requests for assistance in deals, demo customization, POCs. etc. We also use this to track POCs. We track how many are open, the completion % of those that are open, and evaluate the number of days they have been running to ensure we are sticking close to our ~2-week POC time frame.

Prior to HR, our team was utilizing a CRM that had built with Sales reps in mind first. Much of the functions, fields and reporting was structured in a way that allowed for the sales team to have good insight into their business, but it made it very hard to track Sales Engineering metrics. Homerun has given our team the ability to build custom metrics, review sentiment on deals (separate from the sales reps) and therefore gauge pipeline better. Tracking activity was also one of the biggest wins we had. Manually tracking activity in the CRM lead to misrepresented metrics and activities across the team, making it very difficult to make decisions on quota alignment year over year, areas of improvements that could be made and nearly impossible to identify what good looked like. Lastly, the tool has revolutionized how we organize and track our POCs through the use of Evaluation Plans. These give us an easy format to provide Success Criteria to the prospect, transfer documents the prospect and evaluate overall success rates of POCs. At the end of the day, the ease of use and learning curve is very low.

I would like for there to be more granular tracking under the Evaluation Plans that allow us to measure each specific line item/Success Criteria and the time taken on each so that we can more granularly track what is being used the most in a POC, where are we getting stuck etc. With that said, the HR team has committed to building this out. Another positive item working with these folks. If we need it, they will find a way to build it. Customer support has been great.

Just the other day I reached out to the Sales Exec on a deal and come to find out there was a gap and the client was waiting on a document from our company. Without this tool I would have been waiting for a ping from the Sales Exec instead of the other way around. I would have just assumed the client had received the document I sent. I have genuinely enjoyed logging in daily to Homerun. I can check all the opportunities I am working on and keep fanning the flames.

I love the idea of accountability. The fact that there is a tool that allows me to stay on top of my deals without having to resort to the "Sales Executive" CRM is wonderful. It is very easy to use and allows for just enough customization. I use this tool every morning and at the close of business. Our SF deals flow over into the platform without a hiccup.

Nothing really. If there was a more centralized location for both meeting minutes, updates, and any current status of the deal I think it would be a plus but this is a minor blemish in an an extremely robust product.

Homerun is a purpose built tool for SEs to reduce friction and stay on top of deals. The platform really helps me keep my opportunities organized, like "post it notes" to remind myself where each deal is and what the key risks are. Homerun does an excellent job of reducing CRM friction. Unlike other tools, it's easy to input information and see what matters most to me as an SE. Less time spent doing admin in SalesForce. Honestly the calendar sync alone is worth its weight in gold! The reporting, filtering, and dashboard features are flexible and powerful enough to show me what's important. The live eval plans seem like a great way to stay on top of POCs and communicate with my prospects.

I wish there was a mobile app! The charting functions are powerful but can be a bit clunky. I wish I could setup custom Kanban views to organize opportunities based on priority to me and open action items.

I really like the ability to manage opportunities, meetings, etc all from a single pane of glass. Keeping track of notes and files attached to each opp. is wonderful. Being able to see the flow of all opps. at a glance is very helpful.

Some calendar connections issue in the beginning, but it was all resolved.

Prior to HomeRun my notes and files were all over the place. Notepad word docs saved on network shares or box or confluence. HomeRun gives me a single location for all my data that I can reference whenever I need it.

To be honest, the only thing I could consider a "con" was that some fields have a save option and others do not. The more I use it, the more I don't even notice it anymore.

The ease of use, and quick set up. Our team uses the product daily, and it helps us stay on top of deals as the gothrough the funnel and track any concerns or important notes from each stage.

Haven't found a complaint yet, the tool should only keep improving

it formally quantifies the cost of ownership + return on investment of the presales function, from a data / metrics perspective. the platform also keeps the prospect engaged + accountable.

it forces both presales individual contributors + management to really think about their organization / structure of an opportunity with a prospect, rather than "figuring it out, as we go".

there are minor UX bugs that'll be fixed

Love the tool and definitely headed in the right direction!

- easy kanban board for opportunity / POV tracking- rollup of metrics for opportunities is awesome- love the integrations to hubspot for and jira to connect opportunities to connected tools and information

This tool is early in its evolution, so sometimes the integrations are clunky, but the team has been improving them very rapidly. Usability of small icons to activate edit sections on/off is a bit cumbersome.

We leverage Homerun for centralizing our POC management. Homerun is integrated with our CRM and ticketing systems so that we can manage all workflows associated with technical presales in one place. We also leverage Homerun for sharing success criteria and POC status with internal and external stakeholders. 

Connecting my CRM, ticketing system, and internal notes in one place!

Nothing comes to mind! Homerun has consistently delivered the new features we've requested very quickly.

One of the standout features of HomeRun is its ease of use. The platform is incredibly intuitive and user-friendly, making it easy for anyone to jump in and start using it right away. I was able to get up and running in no time, and the software has streamlined my presales process immensely.

HomeRun presales is a newer product and it may not yet have reached its full potential