How to Simplify Your PreSales Flow with Elvance

Simplify your PreSales flow with Elvance

Simplifying your PreSales flow not only saves time but also enhances efficiency.

This helps give your team the tools needed to focus on what matters, building meaningful relationships with clients. In this blog post, we’ll explore three ways to simplify your PreSales flow, with a special focus on how Elvance can play a pivotal role in this transformation. 

Centralised Communication and Collaboration 

The PreSales process involves a multitude of communication channels and collaboration points. From initial client inquiries to internal discussions and feedback, keeping track of each element can quickly become overwhelming. Unlike other platforms, Elvance is fully native to Salesforce CRM, meaning we provide a single source of truth and streamlined collaboration. 

Detailed Product Insights  

Understanding, tracking and addressing the demand for specific features and functionality within your product offering is a critical component of the PreSales flow. Elvance simplifies this process with our user-friendly interface. We track the gaps and impact of your product offerings with suggestions of proven workarounds. Provide your Product team with clear insight into lost revenue, upsell opportunities and market trends. Integrations into JIRA and other product management tools gives your PreSales team the visibility they need.

Automated Task and Follow Up Reminders 

In the fast-paced world of PreSales, staying organised is essential. Elvance makes this easy through a drag-and-drop opportunity matrix to track stages, progress and next steps with full visibility of historic changes. Elvance playbooks also enable you to outline the steps for success and tasks required.

Simplifying your PreSales flow is not just about saving time; it’s about creating an environment where your team can thrive. By incorporating Elvance into your PreSales strategy, you’re not only adopting a powerful tool but also embracing a mindset of efficiency and collaboration. Transform your PreSales process today and let Elvance be the catalyst for your business’s success.