AI TOOL PROFILE
Elvance: PreSales Opportunity Management for Salesforce
- Sales
- Sales Enablement
- Sales Engineering teams
- Solution Consulting organizations
- PreSales managers
- Companies using Salesforce
Pricing
Pricing is available in three monthly tiers: Collaborator at £10/$13 per user, PreSales Consultant at £25/$33 per user, and PreSales Leader at £35/$45 per user.
At a glance
- Best for
- Sales Engineering teams, Solution Consulting organizations, PreSales managers, Companies using Salesforce
- Key use cases
- Technical Deal Documentation, PreSales Resource Scheduling, Product Feedback Loop, Sales Activity Tracking
- Integrations
- Salesforce, Google Calendar, Outlook Calendar, JIRA, Productboard
- Official website
- Visit Elvance official website
How AI is used
Elvance is a PreSales platform built natively on Salesforce, designed to support collaboration between sales teams and technical engineers. It allows users to manage the technical side of a deal within their CRM environment, providing a space for tracking technical requirements and risks.
The software is intended for Sales Engineering, PreSales, and Solution Consulting teams. It supports workflows such as resource assignment based on skill profiles and tracking product gaps that may impact a deal's progress.
Buyers can use the tool to capture technical details through scorecards and monitor team capacity. Because it is native to Salesforce, it is designed to work without external API connections for its core data.
Prospective buyers should confirm that their specific Salesforce configuration supports the installation and that the pricing tiers align with the access needs of their collaborators, consultants, and managers.
Key Features
Technical Scorecards
Customizable scorecards used to capture technical details, influential activities, and potential risks for each opportunity.
Product Gap Tracking
Tracks missing features or functionality requested by prospects to help align product strategy with market demand.
Resource Management
Supports opportunity assignment based on skill profiles and provides insights into team capacity and utilization.
Calendar Integration
Syncs with Google and Outlook calendars to relate activity data to Salesforce Opportunity records.
Advanced Analytics
Includes over 50 pre-installed reports and AI-driven trend analysis to monitor PreSales KPIs.
Opportunity Matrix
A drag-and-drop interface to track technical milestones and identify misalignment in the sales cycle.
Use Cases
Technical Deal Documentation
Using technical scorecards to record prospect requirements and risks directly within Salesforce records.
PreSales Resource Scheduling
Assigning the right Solution Consultant to an opportunity based on their specific skill set and current capacity.
Product Feedback Loop
Identifying and logging product gaps encountered during the sales process to inform product development.
Sales Activity Tracking
Syncing calendar events to help calculate cost-of-sale metrics and observe activity trends.
Integrations
- Salesforce
- Google Calendar
- Outlook Calendar
- JIRA
- Productboard
- UserVoice
- Gainsight
- Consensus
FAQ
Is Elvance a standalone application?
- No, Elvance is built natively on the Salesforce platform, meaning users access it and store data within their Salesforce environment.
What are the different pricing tiers for Elvance?
- There are three tiers: Collaborator (£10/$13) for view access, PreSales Consultant (£25/$33) for managing opportunities and scorecards, and PreSales Leader (£35/$45) for administration.
Does Elvance help with product development?
- It supports product strategy by tracking product and feature gaps during the sales cycle and can synchronize this data with tools like JIRA and Productboard.
Source category: Sales
Source subcategory: Sales Enablement
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