Trusted by PreSales Teams Selling Complex Technology
From data infrastructure to legal tech, PreSales teams use Elvance to score technical evaluations, put the right experts on the right deals and turn product gaps into revenue insight, all inside Salesforce. Here is what they say in their reviews.
Independent, verified reviews from our customers who use Elvance every day
Customer reviews
Rated 5 out of 5
“Elvance has changed the game for us.”
Brian Walters
Global Head of Sales Engineering
Verified review on AgentExchange
Rated 5 out of 5
“From an administrative perspective I love the dashboards that help me quantify all the metrics for our executive team.”
Matthew N.
Verified review on AgentExchange
Rated 5 out of 5
“A solid tool for Sales Engineers and SE leaders to give visibility and help understand what is impacting opportunity closure.”
Vishaal G.
Verified review on AgentExchange
Rated 4 out of 5
“The Elvance team was hands-on, super responsive, and helped us with everything we had in mind. Setup was super easy with their help.”
Verified G2 user
Verified review on G2
Rated 5 out of 5
“It is easy to use and setup but can be customised to your needs.”
Verified G2 user
Computer Software, mid-market
Verified review on G2
Rated 5 out of 5
“The structure made it straightforward to capture the key details of an opportunity, and the layout gave me a clear view of progress, risks, and next steps at a glance.”
Verified G2 user
Computer Software, mid-market
Verified review on G2
Rated 5 out of 5
“The Google Calendar integration is fantastic and automatically syncs calendars which saves a TON of time and manual work for SE’s.”
Ryan Garrett
Solutions Engineering Director, Cortex
Verified review on AgentExchange
Rated 5 out of 5
“The team behind Elvance are second to none.”
Sasha D.
Verified review on AgentExchange
Rated 5 out of 5
“The biggest benefit has been turning Presales from an invisible function into a strategic contributor.”
Brian W.
Leadership, small business
Verified review on G2
Rated 5 out of 5
“The Elvance platform has been revolutionary within Fusion Connect, finding key metrics unknown previously and changing our understanding of the Sales process.”
Scott Beer
VP Sales Engineering, Fusion Connect
Verified review on AgentExchange
Rated 5 out of 5
“The best Salesforce solutions app out there!”
“Easy to use, great visuals that make understanding data very easy.”
Verified G2 user
Food Production, mid-market
Verified review on G2
Rated 5 out of 5
“Because the data stays in Salesforce, our business operations team doesn’t mind creating reports for us.”
Brian Walters
Global Head of Sales Engineering, PingCAP
Verified review on AgentExchange
Rated 5 out of 5
“Calendar integrations save so much time with predictions made automatically, and being Salesforce integrated is the cherry on the cake.”
Verified G2 user
Computer Software, mid-market
Verified review on G2
Rated 5 out of 5
“From Signature, we turned on Elvance and were fully operational within 2 weeks.”
Scott Beer
VP Sales Engineering
Verified review on AgentExchange
Built for Every Role Across the Deal
From the SE running the demo to the CRO calling the forecast, here is what changes for each role.
Sales Engineers
Less Admin, More Evaluations
Calendar sync and AI activity capture log meetings, demos and calls against the right opportunity, so SEs spend their time on technical work instead of data entry.
Rated 5 out of 5
“Elvance creates a great pre-sales workspace for Sales Engineers to record their activities and keep track of the opportunities they’re working on.”
Matthew N.
Verified review on AgentExchange
PreSales Managers
Staff the Right Deals
Scorecards and capacity views show which evaluations are slipping and who has time, so the right SE is on the deals that matter.
Rated 4 out of 5
“It also gives me a clear view of opportunities and helps me see which activities and tasks have the highest impact.”
Verified G2 user
Verified review on G2
PreSales Leaders
Prove the Impact of PreSales
Salesforce dashboards cover technical win rate, revenue at risk and SE utilization, so PreSales has a seat in the revenue conversation.
Rated 5 out of 5
“It also gives leadership a much clearer picture of deal health and how SE time is being spent.”
Brian W.
Leadership, small business
Verified review on G2
CROs
Forecast With Confidence
Technical scorecards sit on every opportunity, so technical risk shows up before the commit call, not after the deal slips.
Rated 5 out of 5
“…gives Sales reps and leaders a transparent view of deal health, which helps drive more honest and strategic conversations.”
Brian W.
Leadership, small business
Verified review on G2
Product
Build What Blocks Revenue
Product gaps from live deals are logged with the revenue attached and synced to Jira or Linear, so the roadmap sees what is costing deals.
Rated 5 out of 5
“We love the feature analysis and it brings our Product and SE teams closer together.”
Verified G2 user
Computer Software, mid-market
Verified review on G2
Customer Success
Inherit the Full Story
Requirements, scoping notes and deal history stay on the opportunity, so Customer Success knows what was agreed during the sale.
Rated 5 out of 5
“This only increases the visibility between Sales Engineering and Sellers, Sales Operations, Service Delivery and Customer Experience.”
Scott Beer
VP Sales Engineering, Fusion Connect
Verified review on AgentExchange
RevOps
One Source of Truth
Elvance is native to Salesforce, so PreSales data works with your standard reports, dashboards and permissions, with nothing extra to sync.
Rated 5 out of 5
“From the Company Sales Ops and SFDC admin view, this is a great tool for tracking the activities and progress of opportunities within the SFDC, as well as the rich reporting capabilities.”
Kevin L.
Verified review on AgentExchange
Join the PreSales Teams Already Winning with Elvance
Book a call and we’ll walk through Elvance with your PreSales process in mind.