Best Presales Software for Salesforce

Demodesk

Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.

3 Ratings

Starting Price: $49/month/user

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SmartReach

SmartReach.io

SmartReach.io is a simple yet powerful sales engagement software that helps automate cold outreach, personalizes messages with AI recommend, and tracks results using an advanced scheduler and powerful apis & integrations. Your billed based on the prospect you contact. Yes, unlimited sending emails SmartReach.io helps you generate qualified leads, book meetings, and close deals. It automates outreach across email, LinkedIn, WhatsApp, SMS, and calls, helping you reach more prospects and generate more leads. SmartReach specializes in email deliverability with features like inbox rotation, unlimited emails, ESP matching, inbox placement, free email verification, free warmups, spam test, Spintax and much more Its Shared Inbox helps teams get productive and collaborate better. SmartReach.io provides in-depth reporting, actionable insights, and increased sales due to high email deliverability, making it an excellent choice for sales leaders to manage and make decisions.

2 Ratings

Starting Price: $29 per month

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Consensus

Buying software is broken. Buyers want to evaluate and decide quickly, getting results. But traditional selling frustrates buyers, leaving revenue teams guessing how to increase deal size, win more, and shorten sales cycles. Consensus fixes that. Our Product Experience Platform empowers revenue teams to transform buying journeys into easy, interactive product experiences. Revenue teams meet buyers where they are with the right product experiences to satisfy each buyer’s need to understand value on their timeline. Our platform includes: - On-Demand Video Demos: Watch product experts - Interactive Product Tours: Try core features - Automated Product Simulations: Explore deep functionality All while sharing buyer intent data to align buyers and accelerate decisions. The result? 30% faster sales cycles, 2X faster close rates, and 1.5X larger deals.

63 Ratings

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Storylane

Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.

3 Ratings

Starting Price: $50 per user per month

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Homerun

Homerun Presales

Homerun is the presales workspace that gets you through your day with one place to track, manage, organize and inform your presales efforts. Do More. Admin Less. -- Presales Workspace: Get through your day with everything you need in one place. Built for how you work. with call and demo prep, deal and POC/POV tracking, alerts, tasks, notes. -- Evaluation Plans & Templates: Standardize presales processes, define POCs/POVs test cases and success criteria, and engage prospects. -- Activity Tracking & Management: Track presales activities to understand workload and utilization. -- Feature Requests & Product Gaps: Capture product gaps, quantity revenue impact, and share with product teams. -- Analytics & Reporting: Understand team utilization and measure impact and progress to uplevel your team's performance. -- Data Integration: Connect Homerun to other business systems to keep data, teams, and systems in sync. -- Security: SSO; SOC2/GDPR certified

1 Rating

Starting Price: Contact for details

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Elvance

Elvance is a 100% Salesforce-native opportunity management platform that helps revenue teams forecast more accurately, improve win rates, and focus on high-value deals. Using AI-powered scorecards, Elvance identifies the factors that influence deal success, helping teams prioritize opportunities that align with their Ideal Customer Profile and deliver the greatest ROI. Capture customer goals, track value drivers, and monitor trends throughout the sales cycle with customizable templates and deep Salesforce insights. Elvance strengthens collaboration and enables solution selling that improves customer experience while accelerating revenue.

1 Rating

Starting Price: $13

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roombriks

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. That’s all without any bots. Instead, roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

Starting Price: 14

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Omedym

Omedym is the only solution that transforms the traditional ‘analog’, late-in-the-sales-cycle demo into a digitized demo experience that’s more than just a single demo, integrated into the entire sales and buying cycle, equips pre-sales and sales to engage today’s buyers in the way they want to buy, digitally. Omedym shortens your sales cycle, reduces repetitive, low-value sales activities, and expands your sales opportunity. Omedym has pioneered the technology to make your video demos searchable. Simply upload all your video demo content to the Omedym platform. We process each video and automatically index every word in the video, making them 100% searchable. The Omedym platform then displays the videos in portals through your existing website and private portal invites. Buyers search by the topics they care about most and are taken to the exact spots in all the demos where their topics are presented.

Starting Price: $29/user/month

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Tolstoy

Drive engagement and action with video branching. Tolstoy’s simple, easy-to-use, interactive video platform steers viewers to the right content for them. Viewers respond to your Tolstoys with choices, text and video messages, contact information, and more. Each response is a way for you to deeply understand your market and tailor your messaging. Understand your customers better through their responses. Tolstoy seamlessly integrates with your existing marketing tools and workflows. With thousands of integrations, your responses and analytics can be sent to your existing CRM, email marketing solution, and anywhere else you work. Embed Tolstoy on your website with one click to immediately boost engagement, no code is necessary. Drive engagement and action with video branching. Understand your market and tailor your messaging better through your customers' responses. Tolstoy seamlessly integrates with your existing marketing tools and workflows.

Starting Price: $10 per month

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Gondola

Gondola.ai

Gondola gives your sales team the instincts to ask the right questions and drive the conversation forward. Tell a frictionless story, capture-and-sync notes and move from one conversation to the next without losing momentum! Create templates specially catered to your sales process embedded with the CRM fields needed to push the deal forward. See who is joining which call, reference previous correspondence and share important details with your colleagues! The best sales teams have a repeatable methodology to win new customers. Gondola helps systematize that methodology and provide guidance to your sellers in real-time so they can better understand their customer's pain and drive the deal forward. Always stay on top of your pipeline and ensure it's up to date, at any given moment. Add any internal colleagues to your sales call and run it collaboratively with ease. Demoing with an SC, we can support it. Bringing in your leader to help with negotiation, we got your back.

Starting Price: $55 per month

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Enablism

Enablism is an AI-first value enablement platform that helps B2B Go-To-Market and Customer Success teams consistently articulate, sell, and realize customer value from first touch to renewal and beyond. B2B companies struggle to prove value across the customer journey. Marketing defaults to feature-centric messaging. Sales teams rely on fragmented spreadsheets and static decks. Customer Success lacks tools to demonstrate realized value. The result? Longer sales cycles, inconsistent execution, and challenging renewals. We create "One Value Thread" through every customer touchpoint, replacing manual spreadsheets and static presentations with AI-powered, collaborative value models.

Starting Price: 0

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SmartCue

Deliver engaging and personalized demos to your audiences in minutes, not weeks! Using SmartCue, create a no-code, step-by-step hero demo in minutes with text and visual cues. Overlay these cues on top of your SaaS application or platform. Create unique messaging by industries, buyer personas and use-cases. As a sales rep, you know your prospect best. Don’t fumble around with notepads or dual-screens. With SmartCue, quickly create your own variants and add notes to make the demo your own and relevant to your prospect. During virtual presentations, these cues are visible ONLY to you, not to your clients. You present a personalized, interactive & tailored demo, and the customer leaves satisfied & primed to convert. Sales reps can send real-time market feedback to your product & sales team right after the demo so teams can be nimble responding to market needs!

Starting Price: $99 per user per month

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Reprise

Product and engineering teams have a mandate to build product for real customer usage. If a feature takes 15 minutes to set up but keeps a customer happy for 5 years, that’s a good tradeoff. Sales and marketing teams have a different mandate. Their prospects want to see the “ah-ha” moments of the product without spending those 15 minutes. And most sales or marketing teams do not have the dedicated engineering resources to create (or maintain!) a specialized demo version of the product. Eliminate the risk of an unstable demo environment and create a safe sandbox for your sales reps in minutes, no developer support required. Take the unique elements of your application and show your application’s natural interactivity to your prospects and customers. Let your product story come to life. The Reprise platform gives you the ability to edit, customize, and anonymize your data. Easily standardize your demo flow and talk track for your sales reps.

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Shark Finesse

Shark Finesse is an AI‑powered value engagement platform that standardizes and simplifies the creation, management, and delivery of customer‑focused business cases across the entire sales cycle. Its flagship SharkSense AI engine automates the groundwork of value engineering by mapping relationships between your solution offerings and desired customer outcomes, then guiding collaborative sessions that bring clarity and speed to business case development. Delivered as an enterprise‑grade cloud application with a simple, intuitive web interface, Shark supports marketing, pre‑sales, sales, and customer success teams in real time, on desktop, tablet, or phone, even offline, so customer conversations stay focused on measurable ROI rather than spreadsheets. The platform indexes your product catalogs, financial calculators, and industry templates, offers a built‑in library of benefit frameworks, and generates outputs compatible with Microsoft Office, Google Workspace, and OpenOffice.

Starting Price: $3,287.47 per year

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Opine

Opine is the AI‑powered presales and post‑sales OS your solutions engineers will fall in love with, the only platform that lets your sales and customer engineers plan, execute, and automate their work in one place, reducing admin tasks and enhancing visibility. With its modular workbench, featuring deals, customers, evaluations, playbooks, requests, and trends, Opine centralizes every aspect of the presales lifecycle, turns deals into auto‑tracked projects, synchronizes opportunities from your CRM, and provides a Notion‑style dashboard where SEs can manage tasks, follow‑ups, and technical documentation. Its AI deal shepherd generates real‑time updates and recommendations, extracts actionable insights from Zoom and Slack communications, and ensures clear success criteria are defined and aligned with customers. Built‑in analytics assess process maturity and measure Pure ROI per SE by eliminating hundreds of admin hours.

Starting Price: $89 per month

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Vivun

Vivun Ava is an AI-powered sales teammate designed to help revenue teams sell faster and more effectively. It provides real-time technical answers, competitive insights, and strategic guidance during the sales process. Ava assists before, during, and after meetings by preparing account insights, supporting live conversations, and generating follow-up materials. By integrating with tools like Salesforce, Slack, and Zoom, it delivers context-aware recommendations directly within workflows. Ava helps sales teams handle objections confidently and move deals forward without delays. It also automates tasks like deal reviews and meeting summaries, saving time and increasing productivity. Overall, Vivun Ava enhances sales performance by combining AI intelligence with real-world sales expertise.

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Prelay

Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout.

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Hub

Orchestrate your daily presales work. Analyze your presales business. Deliver more technical wins. There is a need by both presales leaders and individual contributors for a better way to perform work now! Optimizing presales can generate millions of incremental revenue without additional headcount. We are a team that is in the service of helping you be successful. Run your business. Hub provides you with the pertinent information you need to effectively lead your team. Run your presales business. Do your work. Hub gives you ways to optimize your time to win more business. Sales engineering is the hub of your go-to-market organization. Help your C-suite and board obtain better oversight. Detailed tech sales metrics. Show tech sales activities. Rationalize investments and optimize your resources. Comply with security, adhere to their processes, deliver granular ROI, and contextualize investment.

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Demoboost

Use demos as a fresh, engaging asset in your campaigns or on your website, to drive more qualified leads & deliver higher ROI. Get more responses & book more meetings, by reaching out to prospects with tailored demos. Save time on demo prep & delivery, and win more deals by engaging your opportunities with error-free, personalized demos, clickable follow-ups and tracking customer activity. Delight your customers and employees with friendly & hands-on training material, which also enables you to track their progress. Showcase integrations - without any coding, simply combining interfaces of related products in your demo flow. Showcase multichannel journeys weaving in any asset into your demo, from interfaces, to websites, to emails. Create demos quickly & easily with no code and no help needed from your tech department. Never do the same thing twice, create a library of demos to reuse and personalize.

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Demoleap

You have too few people who give great demos. Demoleap guides your sellers in real time to wow your prospects, and win more deals. Empower every team member to deliver high-performing demos. Now you can expertly present and discuss products across your entire team. Use the demo you need to more naturally engage and qualify new prospects. Confidently demo your product to confirm interest, build alignment, and move deals forward. Scale to support the most strategic deals with personalized demos, without days of training. Easily educate and excite customers on both new and advanced feature sets. Our no-code builder lets you create demo playbooks in minutes and get every seller up and running faster than you can imagine.

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Success

Success provides all the functions that you need to run successful Proof of Concepts. Collaborate with internal teams and customers without any friction. Make it easy for yourself and your customers to participate in POCs. Be on top of the POCs by getting continuous visibility and clarity. Steer POCs in the right direction before it’s too late. Provide your customers best POC experience. Collaborate with internal teams & customers, all within success. Standardize your POCs across the organization. Use Analytics to make your POCs more efficient & close them faster. Get insights on where POCs are taking longer. Optimize the process and move the POCs quicker. Collaboration is a key ingredient of successful POC. Invite everyone from your team who is involved in POC. Sales engineers can post POC updates to one central location for everyone to see. Provide your customer with better visibility and collaboration during the POC. Delight your customers with an unbeatable POC experience.

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Ombud

Built on a foundation of expertise in sales engineering and response management, Ombud serves enterprise-level RevOps teams. We move beyond basic automation and knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, and surpass growth goals. Ombuddies are AI-enabled, context-aware assistants designed to support various roles within Revenue Operations. They automate routine tasks and provide real-time, role-specific guidance, significantly boosting productivity and reducing costs. The Response Management Ombuddy is your AI companion to help with the heavy lifting of creating, reviewing, and submitting proposals and responses.

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Instant Demo

Create an interactive product demo to qualify and convert leads on your website, drive product engagement through outbound sales, or completely automate the demo experience. Leverage video content to engage your prospects with an interactive demo of your product with a chatbot leading the conversation. Asking questions throughout their demo seems like a conversation, but more importantly gathers information to qualify and convert them later. All interactions are stored with us and additionally can be synced with your CRM or other marketing software. With lots of unique interactions, you can easily build an immersive demo. You can request to be notified immediately if someone selects a specific answer. A user can hop on in real time to join the chat and take over. In addition to supporting videos and pictures, we let you interact with custom APIs to bring dynamic content into the chat.

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SiftHub

Reimagine how your sales and presales teams discover up-to-date information and generate accurate responses grounded in company knowledge. Respond to Infosec questionnaires, vendor assessments, RFPs, and more 10x faster with our AI assistant. Tailor your responses based on your client’s industry, region, and more. Modify answers for length and tone to maintain brand compliance. Customize existing content with our 'AI Rewrite' feature. You'll never have to send a templated response again. Stop 'alt-tab'ing across multiple apps to search for information and get answers. You can access all the best parts of SiftHub from within your tooling ecosystem, making it familiar and easy to use. Our platform strictly adheres to permissions set in the source application. Our results are updated in real-time when permissions change.

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Best Presales Software for Salesforce

Compare the Top Presales Software that integrates with Salesforce as of June 2026

What is Presales Software for Salesforce?

Demodesk

SmartReach

Consensus

Storylane

Homerun

Elvance

roombriks

Omedym

Tolstoy

Gondola

Enablism

SmartCue

Reprise

Shark Finesse

Opine

Vivun

Prelay

Hub

Demoboost

Demoleap

Success

Ombud

Instant Demo

SiftHub

Best Presales Software for Salesforce

Compare the Top Presales Software that integrates with Salesforce as of June 2026

What is Presales Software for Salesforce?

Demodesk

SmartReach

Consensus

Storylane

Homerun

Elvance

roombriks

Omedym

Tolstoy

Gondola

Enablism

SmartCue

Reprise

Shark Finesse

Opine

Vivun

Prelay

Hub

Demoboost

Demoleap

Success

Ombud

Instant Demo

SiftHub

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