Turn POCs from technical hurdle to strategic advantage.
Turn POCs from technical hurdle to strategic advantage.
The only platform that lets your Sales Engineers plan, execute, and track POCs all in one place — reducing admin work and enhancing visibility.
Valued by sales teams who view POCs as a critical milestone
Valued by sales teams who view POCs as a critical milestone
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
Workbench
Deals
Customers
Evaluations
Playbooks
Requests
2
Trends
Settings
Akash Ganapathi
Akash Ganapathi
Jump to
My deals
$275k / $475k
Filter
High risk
2
$41k / $200k
Dropbox
Value
$100,000
Probability
50%
Weighted
$50,000
Value
$100,000
Probability
40%
Weighted
$40,000
Medium risk
2
$185k / $270k
Low risk
6
$900k / $1M
My tasks
Search
Task
Filter
Today
Follow up with Sarah Patel on API documentation and clarify data export requirements
Draft responses on API access and SSO integration queries
Sync with David Lopez on next steps for API updates
Confirm infrastructure details for system integration with Tom Richards
Investigate integration challenges and gather examples from past POCs
Review notes and prioritize system requirements for the next POC phase
Review POC requirements on scalability and system flexibility
Confirm sandbox access timeline with the engineering team
Prepare technical documentation for API integration questions
Review security compliance for POC; prepare documentation for the upcoming call
Tomorrow
Prepare demo showcasing scalability and flexibility features
Coordinate with the engineering team on rate-limiting strategies for Dropbox.
Schedule follow-up call with Jessica Greene to clarify integration timeline questions.
Research API scalability requirements for Eli Lily's next POC phase.
Follow up with Emily Johnson to review POC progress and outline next steps
Schedule a sync-up with the development team to prepare for next week’s POC review.
From the backers of…
You’re losing time and revenue tracking POCs in spreadsheets.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Sales Engineers are swamped
Admin tasks take priority when Sales Engineers could actually be advancing deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Deal status is confusing
Manual review of CRM, call logs, Slack, & spreadsheets is required to understand deals.
Lack of POC consistency
Each Sales Engineer improvises their own POC strategy — there’s no consistent alignment.
Lack of POC consistency
Each Sales Engineer improvises their own POC strategy — there’s no consistent alignment.