Presales insights
Playbooks and perspectives on presales operations, sales engineering, and AI-native infrastructure.
Best Presales Management Software in 2026
Compare the best presales management software of 2026 for discovery, demos, POCs, and team capacity, and see the evaluation criteria top presales leaders use to choose.
October 8, 2026
Your Call Recorder Is Missing Your Best Discovery
Customers control the meeting invite, so the most important presales conversations often go unrecorded. Here's how to close the discovery gap.
October 5, 2026
Best RFP Response Automation Software 2026: An Honest Take
Every RFP software roundup is written by a vendor ranking itself first. Here's a neutral guide to RFP response automation tools and how to choose.
October 2, 2026
Why presales management still relies on manual logging
Why presales management still runs on manual logging, what lagging data costs, and how AI-native capture delivers live intelligence without replacing your CRM.
September 28, 2026
Build vs Buy in 2026: Why Presales Teams Keep Building Their Own Tools
32% of companies skipped a software purchase to build it with AI. Four presales leaders told me they did exactly that. Here is where every one of those builds stopped.
September 25, 2026
The Forward Deployed Engineer Boom Has a Presales Problem
Forward deployed engineer hiring is exploding in 2026, but most teams are repeating the same visibility mistakes presales has made for years.
September 23, 2026
Intervene before the window closes
By the time presales data is manually updated, the window for intervention has already closed. Real-time operational intelligence changes when you can act.
September 3, 2026
Presales runs on tools that were never built for it
CRMs were built for account executives — not for the sales engineers and solutions consultants running complex technical evaluations. Here's why that gap costs you.
August 20, 2026
POC Best Practices for SE Teams: How to Run Technical Evaluations That Actually Close
Learn how to run a proof of concept that closes. Practical POC best practices for solutions engineering teams covering milestones, success criteria, and more.
March 6, 2026
Presales Metrics That Actually Matter: What to Measure and Why
Most presales teams measure the wrong things. Here are the presales metrics that connect SE activity to revenue outcomes and give leaders the data to make better decisions.
March 6, 2026
What Is Presales? A Plain English Explanation
Presales is one of the most important functions in B2B sales and one of the least understood outside of the people doing it. Here is what it actually means.
March 3, 2026
How to Evaluate Presales Management Software: What to Look For
A practical guide for SE leaders who are done making do with tools that were never built for them.
February 26, 2026
The Hidden Cost of Fragmented Presales Tools
It's not just inefficiency. It's deals you don't know you're losing.
February 23, 2026
Stop guessing. Start winning.
See every deal, every engineer and every risk on one live screen. Thirty minutes is all it takes.