Features

The best POC management tool for Sales Engineering team

One platform that provides everything sales and solution engineering teams need to run their POCs. It takes POC experience for potential customers to whole new level. Armed with Insights and Analytics, it makes a perfect package to run a winning POC.

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What is the objective of POC?

Scope Collaboration and Definition

Clearly define and lock the scope. Well defined scope ensures that POC finishes on time. Your customers have great POC experience. Saves lot of time and resources. Helps closing deal on time.

How do I provide POC access to my customers?

Collaborate and Provide your customers the best POC experience possible

Collaboration is the key for executing successful POCs. Take your customer’s POC experience to next level. Success allows you to collaborate with your customers in every aspect of the POC, whether it’s scope, tasks or documents.

How are my POCs doing?

Continuous Visibility into POCs

Visibility and tracking are one of the most critical functions for managing POCs. Success provides open and collaborative platform that

Who is doing what?

Track all POC activities using Checklist and Task management module

Collaborate with internal teams and customer on who is doing what in the POC. Make it easy for your customer and internal teams by providing a checklist and collaborating with them.

How do I sync my meeting notes with salesforce?

Avoid manual data entry. Enter your notes in Salesforce directly from Success

Manual data entry is not fun, which also means incomplete data in salesforce. Success syncs all your meeting notes directly in salesforce, so you don’t have to do the double work.

Where do I track my issues?

Issue Tracking made simple with integrations

Track all the POC issues at one place, and let Success sync your issues to bug tracker such as Jira. No more going to different tools for tracking. All your information is now available in one place.

Integrations: Plays nicely with your existing tools.

Success’ ever growing app store provides integration with all popular tools that POC team works with. Our goal is to automate POC processes as much as possible, so you can spend more time running your POC.

Come for the POC management platform, stay for the complete Sales Engineering solution

Success helps you streamline your Sales Engineering activities and turns it into powerful and efficient presales machine.

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