Key Takeaways

• Pre-sales software streamlines early-stage sales activities like discovery, demos, and qualification.
• Tools range from demo automation and onboarding platforms to RFP response and lead routing solutions.
• Choosing the right platform depends on your sales motion, team size, technical complexity, and buyer journey.
• Top options in 2025 include interactive labs, AI-driven automation, and integrated analytics.
• The right pre-sales stack accelerates deals, boosts conversion rates, and reduces manual effort.

You already understand the importance of sales enablement. But what about what comes before that? Have you stopped to think about the pre-sales process and its impact on your sales cycle? If not, you should. 

The pre-sales workflow is an essential part of any sales enablement strategy, allowing you to lay the groundwork for your other sales processes. The research you gather during this stage will serve to guide your entire sales journey. By giving you a better understanding of your customers and through the development of processes and best practices, you’ll also improve your sales capacity.

Common pre-sales activities include:

• Customer discovery and prospecting
• Lead qualification
• Product, market, and competitor research
• Preparation for proposals, product demos, etc.

Research and documentation are only part of the picture, however. You also need to choose the right pre-sales tools. Don’t worry, we’ll walk you through some of the best in this blog.

Finding the right tool for pre-sales management

While it may be possible to manually handle pre-sales tasks in a smaller organization, this is infeasible at scale. Even something as simple as monitoring customer interactions can be overwhelmingly complex if your business operates across multiple sales channels. That’s why pre-sales tools are so important —they streamline the pre-sales process, allowing it to operate more efficiently and affording a competitive edge to the businesses that use them.

Best 12 Pre-Sales Tools in 2025

Below, you’ll find a list of 12 top picks for pre-sales solutions. It includes a wide range of options from some of the top players in the sales enablement space, including interactive demos, custom onboarding, and pre-built playbooks. As you review the list, keep the following questions in mind:

• What’s your budget? 
• What features are non-negotiable? 
• How technically complex is your software? 
• What pain points does your software address, and what’s the best way to convey that? 
• How much training will your sales team need? 

Remember that every business is different. A solution that works perfectly for one organization might not work for another.

1. CloudShare

Our own platform offers a powerful and simple virtual IT lab that almost anyone can use to spin up high-impact virtual environments in just a few clicks. Designed to support training, onboarding, and sales enablement in equal measure, CloudShare is easy to integrate with a range of different platforms and solutions, including Google, Docebo, and multiple learning management systems. 

We also provide businesses with a comprehensive analytics dashboard that gives them complete insight into how users are engaging with demos and training content.

2. Storylane

Storylane is a no-code software platform for developing and deploying interactive, personalized product demos. Fast, flexible, and intuitive, the platform is usable entirely through a browser extension. The software also includes analytics functionality to help your team gain a better understanding of how people are engaging with your demos. 

While Storylane is excellent for no-code demo development, it can be a little cumbersome to use if you want to incorporate any HTML. The platform also suffers from a few minor technical glitches.

3. Gong.io

Gong uses a combination of analytics and artificial intelligence to provide insights that span your business’s entire revenue pipeline. The platform aims to give businesses a deeper understanding of customer interactions using AI-powered processes to powerpower revenue workflows. The platform also offers rich visual reporting, AI-driven automation, and a suite of powerful forecasting tools.

4. Seismic

Seismic is a global leader in sales enablement for a reason — its software is very good at what it does. The company offers solutions that span the entire pipeline, from pre-sales to customer service. For pre-sales, Seismic’s Strategy & Planning solution supports the creation of content such as onboarding programs, playbooks, and sales plays. It also features smart content auditing, making it easy to keep track of and curate your company’s sales content.

5. UserGuiding

Similar to Storylane, UserGuiding allows teams to create custom onboarding and other in-app experiences via a no-code builder. After installing the UserGuiding browser extension, users can start building out onboarding flows with just a few clicks. Product analytics and in-app surveys, meanwhile, provide insight into both customer behavior and product strategy. 

6. Vivun

Billing itself as a technical copilot for sales teams, Vivun uses artificial intelligence to provide technical resources and capacity to the entire sales team. Built on decades of experience and trained extensively on sales data and technical sales activities, Vivun not only provides new insights to teams but also functions as a sort of virtual assistant to sales engineers. It includes tools for operations, demos, product design, and more. 

7. Highspot

Highspot is an AI-driven sales enablement platform designed to consolidate coaching, training, content management, and more into a single, unified solution. In addition to providing contextual training to sales representatives, Highspot can also offer guidance to help them be more effective during deals. The solution’s content management functionality makes it incredibly easy to keep resource libraries organized and up-to-date, and the platform itself supports more than 80 native integrations. 

8. Homerun

Homerun provides a unified, collaborative presales workspace that brings together every single stakeholder in the sales process and makes it easy to track, organize, and optimize presales efforts. GDPR-compliant and SOC2-certified, Homerun automatically keeps track of sales activities and provides notifications for time-sensitive tasks. The platform also supports a wide range of different integrations along with analytics and reporting functionality. 

9. Mindtickle

Much of the pre-sales process focuses on knowledge — and that’s where Mindtickle excels. It provides a simple way to not only track details about products and services but also to measure the impact of specific training content and initiatives. Mindtickle also uses artificial intelligence to support professional development and skills reinforcement. 

10. PandaDoc

PandaDoc simplifies and streamlines what may well be the most time-consuming part of the pre-sales process: Proposals. With access to hundreds of pre-made templates and built-in e-signature functionality, PandaDoc allows businesses to create, share, and receive signatures on contracts, quotes, and more in a matter of minutes. The solution also features native CRM integration.

11. Loopio

Loopio is an AI-driven platform designed for pre-sales teams that handle RFPs, RFIs, and security questionnaires, streamlining the entire response process. Teams can capture, review, and refine their best answers, then use that content to automatically generate draft responses. The platform supports Word, Excel, PDF, and web questionnaires.

Loopio also features built-in collaboration and project management functionality, as well as an intuitive and easily searchable library.

12. Chili Piper

Chili Piper is an advanced scheduling and lead routing platform designed for sales, pre-sales, and marketing teams that automates a significant portion of the outreach process. Using either web forms or inbound requests, it takes care of qualifying, assigning, and booking meetings, ensuring the right people connect with the right prospects at the right times. 

In addition to intelligent routing and booking, Chili Piper offers comprehensive analytics functionality that gives your team visibility into every stage of the technical sales process.

A precursor to sales success

Pre-sales is an important part of your sales enablement process, one that you’re ill-advised to ignore. The tools above will go a long way toward giving your team what it needs to successfully manage all their pre-sales tasks. In the meantime, however, we recommend doing a bit more reading on pre-sales and sales enablement — to that end, we have a few blogs you can check out.

• 3 Solutions to Common Pre-Sales Roadblocks
• 6 Practical Tips for Pre-sales Demos in the New Virtual Norm
• Insights from Pre-Sales Pros on Working from Home

This blog was updated in September 2025

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