Presales Best Practices: 7 Steps to POC/POV Success

​Homerun Presales' shareable Evaluation Plans and interactive Customer Portal are a winning combination for running POCs/POVs.

​Here are our 7 steps to POC/POV success.

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STEP 1: Create reusable Evaluation Plan Templates in your Homerun Template Library that include your standard steps/tasks, POC/POV test/use cases, and success criteria. 🔁

STEP 2: Assemble a specific Evaluation Plan for each POC/POV by copying in the relevant Templates and customizing the Plan as needed along with any team/task assignments, due dates, and supporting materials/documentation. 📋

STEP 3: Decide which parts of your Evaluation Plan that you want to share with your prospect and invite them to view and interact with the shared Evaluation Plan. 📨

STEP 4: Collaboratively track POC/POV progress with your prospect via the Homerun Customer Portal. Document status, message back-and-forth, manage files, and capture notes. 🤝

STEP 5: Respond to alerts about Blockers for unexpected POC/POV issues or failing test/use cases and work with your prospect to resolve them. ❌

STEP 6: Conclude the POC/POV with demonstrated success when you and your prospect achieve 100% 'green complete' on all test/use cases. ✅

STEP 7: Celebrate the Technical Win and being named Vendor of Choice (VOC)! 🙌

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Do you need help keeping your POCs and POVs on track, on time, and in scope while building a more collaborative relationship with your prospects? Talk to one of our presales experts about Homerun's shareable Evaluation Plans and interactive Customer Portal. Click here to get started!