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If you are looking for the best presales software in 2024 to close more deals and shorten the deal cycle, this guide is for you.
Allan Formigoni
November 7, 2024
•
10 mins
Does your team run customer onboarding and sales in HubSpot? You should check out what Arrows can do.
We researched dozens of sales tools, went through verified user reviews on G2, and talked to sales leaders to find out the best presales solutions on the market.
This article will review 10 presales tools for sales reps, going over their top features, pros and cons, and pricing models.
Before we begin, let’s review a few factors to consider when evaluating presales software. ⤵️
Different presales platforms have different use cases in the B2B sales funnel to help you secure more deals.
For this guide, we researched sales tools that specialize in either:
We then put these tools against other alternatives in the same product category for integration capabilities, depth of features, and data synchronization.
Secondly, our team evaluated each tool’s analytics in sales performance. We were interested if the tools could give you the ability to:
➡️ The best platforms let you integrate these analytics with your sales CRM to provide a holistic view of client interactions and sales outcomes.
Some platforms we reviewed offer pricing models based on the number of seats you’d require, while others are based on the features you will need.
The pricing model you choose can impact your bottom line and prove to be quite expensive in the long run if you plan on onboarding a large number of sales development reps.
💡 For the platforms that did not disclose their pricing, we tried to find data from third-party sources like Vendr.
#1: Arrows: Create tailored sales rooms that sync data to your HubSpot account to close deals faster.
#2: Gong: Analyze client interactions across different sales platforms.
#3: GetAccept: Build personalized proposals from out-of-the-box templates.
#4: Storylane: Build interactive product demos quickly.
#5: GTM Buddy: Optimizing each step of the presales process.
#6: Accord: De-risk deals with consistent stakeholder management.
#7: Vivun: Equip your team with an AI assistant that lets them prepare for pitches.
#8: Highspot: Measure the performance of your sales team.
#9: Trumpet: Send personalized sales rooms.
#10: Aligned: Build personalized sales rooms with the help of an AI assistant.
Arrows is the best presale software for teams using on HubSpot who are looking for an all-in-one new client onboarding, digital sales room, client portal, and customer success platform.
Full disclosure: Even though Arrows is our tool, we’ll provide an unbiased and objective perspective on why Arrows is the best presale sales solution in 2024.
We understand that keeping your sales team and leads on the same page during the sales process can be hard.
The software lets you send out personalized sales rooms and onboarding plans to keep the momentum going and secure more deals.
❗Note: Arrows was built for teams that run on HubSpot.
Let’s go over the features that 👇 make Arrows an ideal presale software for sales teams in 2024.
Have you been losing clients or good deals because of underprepared sales reps or blurry next steps?
You can close deals faster and level up your sales team’s close rates with dynamic pages that keep your prospects engaged.
Digital sales rooms give your customers a single, organized space for every resource, update, and next step in their buying journey.
➡️ Arrows sales rooms let you connect to Deals in HubSpot.
Simplify follow-ups by replacing the traditional email with customizable sales rooms without having to overwhelm your leads with links.
You can equip your sales team with everything that they need to close the deal, such as:
💡 What makes Arrows sales rooms a selling tool for champions is that you can equip them with perfectly packaged information that they can share with their internal teams with confidence.
Arrows sales rooms can be set up from any existing deal once activated in your HubSpot account.
It is possible to edit and publish the digital sales rooms directly through the Arrows app, customizing each room to each prospect.
Your team will then receive updates on room engagement, including views and updates, via the deal’s activity feed.
To help you personalize the sales rooms to your customers, Arrows lets you customize the room’s content based on your prospect’s needs and HubSpot data.
💡 You can link sales rooms in email snippets sent from your HubSpot account, keeping everything connected.
Our personalized sales rooms will help your sales team engage leads more effectively, and be able to track real-time deal activity.
Our users are achieving a 44% higher win rate with our digital sales rooms than the average win rate for deals over the last 12 months.
Here’s why sales leaders are choosing Arrows sales rooms:
Case study: Roobrik transformed its post-demo process with Arrows sales rooms, which changed its approach from a feature and resource ‘’dump’’ to a more dynamic, collaborative workspace.
The brand is now able to streamline its sales process and deliver a unified client journey - from first touch to ongoing customer success.
Find more about how they did it:
Arrows has three pricing plans:
💡 Unlike other solutions on the market, Arrows’ pricing is not based on user seats, which makes it ideal for larger teams.
You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing sales rooms to HubSpot Deals with just a few clicks.
Not sure, yet? Schedule a demo to learn more about our software.
✅ Digital sales rooms that increase your team’s close rates.
✅ Seamless data sync with HubSpot records.
✅ Easy-to-use platform with an interactive interface.
✅ Track buyer engagement across the digital sales rooms.
✅ Onboarding insights to find out where your new clients are getting stuck.
⚠️ Built for teams that run on HubSpot.
⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.
Best for: Analyzing user interactions across different sales platforms to make better decisions.
Similar to: GTM Buddy.
Gong is a sales enablement platform that lets you analyze customer interactions across phone, email, and the web at scale to improve decision-making.
Gong AI helps your team analyze client data, track initiatives and translate client conversations.
The tool can also be personalized with its user-trainable system to better analyze complex data sets.
Gong does not disclose its pricing on its website, so you’d have to contact them to get a quote.
We found 3rd party data from Vendr that suggests the platform bases its pricing per user and it is between $1,000 - $2,000 per seat a year.
Out of the 181 deals Vendr has handled for Gong, the average contract value was $105,530/year.
✅ Sales call recording platform for sales planning.
✅ Sales feedback to your SDRs to help you train and level up them.
✅ Trainable generative AI tool to assist you with forecasting and data analysis.
⚠️ Some users of the platform note that the call scripts to text may not be 100% accurate.
⚠️ Not every customer of the platform is satisfied with the platform’s search functionality.
Best for: Building and sending out personalized proposals from out-of-the-box templates.
Similar to: Qwilr.
GetAccept is a sales proposal software that provides your sales reps with document tracking, e-signatures, and interactive presentations to win more deals.
GetAccept helps you start engaging your buyers with its sales engagement features.
Inside the sales proposals, you can insert personalized videos, chat with your prospects in real-time, add comments on the documents and create shareable links.
The tool offers a 14-day trial where you can test out the platform for free.
Other than that, GetAccept offers two paid tiers:
✅ Easy-to-use platform that is intuitive for new sales reps.
✅ Mutual action plans for a better onboarding experience.
✅ Analytics into how prospects are interacting with your proposals.
⚠️ CRM integrations are not as deep as other competitors to GetAccept.
⚠️ Creating proposals without templates can be hard, according to user reviews.
Best for: Building interactive product demos quickly.
Similar to: Navattic.
Storylane offers an interactive demo platform that lets you create product demos of your platform in minutes without technical know-how.
Storylane lets you access a sandbox demo where you can create a replica of your app in a customizable and safe demo environment.
You can personalize the content to each prospect effortlessly, make redactions and customize any element of the demo.
The software has a free version where teams can create and publish one guided demo using screenshots only.
To access Storylane’s advanced features, you’d need to be on one of their three paid plans:
✅ Easy-to-use user interface to help you build guided product demos.
✅ AI-powered demo creation.
✅ Integrations with tools like Pardot and Zapier.
⚠️ Some users find the demo analytics limited according to other alternatives.
⚠️ Can only be used for recording web apps.
Best for: Optimizing each step of the presales process.
Similar to: Accord.
GTM Buddy is presale software that helps your sales reps optimize each stage of the sales funnel with AI-powered recommendations on where the funnel is ‘’leaking’’ leads.
GTM Buddy helps your sales reps prepare for discovery calls with key clients with relevant discovery questions, competitive knowledge, and lead qualification plans.
GTM Buddy does not publicly disclose their pricing, so you’d have to contact their team to receive a quote and a product demo.
✅ Sales training capabilities to upskill your sales development team.
✅ Let your sales reps easily find the sales collateral they need for each use case.
✅ Prepare your sales reps for discovery calls with the help of AI.
⚠️ Analytics capabilities could be a bit better, according to reviews on G2.
⚠️ Some users of the platform have reported layout issues in the platform.
Best for: De-risking deals with consistent stakeholder management.
Similar to: Arrows, Highspot.
Accord is a B2B sales enablement software that helps sales teams create action plans to improve sales processes and new client onboarding.
Accord lets you enforce your winning formula by defining deal criteria for your sales team.
With the tool’s Methodology Enforcement, your team can set the deal criteria, such as identifying the pain points and the internal champion.
Accord has a free version of its tool, which lets you access its best practice playbooks, and the ability to send unlimited customer invites to sales rooms for one seat.
To access the tool’s advanced features, you can choose from the three plans:
✅ Advanced stakeholder mapping.
✅ Combines playbooks, document storage, and collaboration all in one place for learning and execution.
✅ Good reporting abilities for sales managers.
⚠️ Limited integration with existing sales systems, compared to other alternatives.
⚠️ Data syncs and automation could be improved, according to some users of the platform.
Best for: Equipping your B2B SaaS sales team with an AI assistant that lets them prepare for pitches and discovery sessions.
Similar to: GTM Buddy.
Vivun offers an AI sales engineer that helps you prepare your sales reps for their meetings by handing them out accurate forecasting and relevant meeting information.
Vivun’s Ava helps your sales team be better prepared for important conversations by supporting technical-related questions.
Similar to GTM Buddy, Vivun also does not disclose its pricing. You’d have to contact them to get a product demo and a quote.
✅ Insights into what features of your product are impressing your clients the most.
✅ AI-powered chatbot that helps your sales teams during sales calls or before them with technical questions.
✅ Good sales forecasting capabilities.
⚠️ Some users of the platform are not satisfied with the tool’s customization options.
⚠️ Depth of analytics and integrations are not as good as other alternatives on the market.
Best for: Measuring the performance of your sales team.
Similar to: Accord.
Highspot is an AI-powered sales platform that offers sales solutions and analytical capabilities to measure the performance of your sales team.
Highspot lets you coach your SDRs by analyzing sales calls and the performance of your sales playbooks.
The tool’s AI can give your sales reps ratings on whether they are meeting expectations (e.g., how well have they uncovered the challenges of customers) or if they need improvement.
Highspot does not disclose its pricing, so your team will have to contact them to get a quote.
💡 You can review our Highspot pricing guide that aims to uncover how much the platform really costs, as well as its paid add-ons.
✅ Train your sales reps with AI-powered coaching.
✅ Evaluate the performance of your sales playbooks.
✅ AI-powered sales coaching of sales reps.
⚠️ The tool might have a steep learning curve for some customers, unlike competitors to Highspot.
⚠️ Set up and maintenance can be time-consuming for smaller teams.
Best for: Sending personalized sales rooms.
Similar to: Arrows, Accord.
Trumpet is a sales enablement and customer onboarding platform that lets you send out customizable sales rooms with insights into deals with a high conversion potential.
Trumpet lets you customize your sales rooms and onboarding plans with as little effort as one click.
The sales enablement platform lets you automatically personalize its pod templates for different use cases with custom variables.
Trumpet offers a free version that lets you access all Scale plan features for up to 10 pods.
In the free plan you can add unlimited users and access 30+ integrations, the tool’s analytics, and mutual action plans.
To access the software’s advanced features and unlimited pods, you will need to sign up for one of their three paid plans:
Note: Trumpet is a UK company that displays its pricing only in GBP (£). The tool also states that it accepts payments in USD ($).
✅ One-click personalization of digital sales rooms.
✅ Ready-to-use templates that can be customized to your prospects.
✅ Advanced analytics into user interactions and buying intent.
⚠️ Some users of the platform report limited customization of widgets.
⚠️ The contract e-sign tool may not be as intuitive and easy to use as with other competitors.
Best for: Building personalized sales rooms with the help of an AI assistant.
Similar to: Arrows.
Aligned is a presale platform that offers digital sales room software to help them better manage deal complexity and standardize sales playbooks.
Get access to an AI pilot that helps your sales team keep the momentum going by answering your prospects’ urgent questions as they arise.
The chatbot can summarize the project scope, ask about the ROI, and help all of your SDRs catch up on a deal.
The platform offers a free version that includes 3 rooms per seat, room analytics, access to a personal domain, and secured room sharing.
To access Aligned’s advanced features, you’d need to sign up for one of its three paid tiers:
✅ AI copilot that lets you answer your prospects’ urgent questions.
✅ Freemium plan that lets you get 3 sales rooms per seat.
✅ Detailed analytics of the sales rooms.
⚠️ CRM integrations are on the Enterprise plan, unlike competitors to Aligned.
⚠️ Some users of the platform are not satisfied with the platform’s customizable options.
Our sales room software helps your team close more deals and keep prospects engaged with mutual action plans, resource sharing and milestone tracking.
Apart from that, Arrows offers separate purpose-built onboarding plans and client portals that help you manage the entire customer lifecycle out of one platform.
If you’re a sales leader looking for a presale platform that offers:
Then you can start with Arrows sales rooms for free.
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