Prelay Reviews & Product Details

POC's are a critical investement of time both from buyer as well as sellers perspective to prove product value. As such pre-sales teams need to be very precise with the requirements/milestones tracking and overall tracking for the POC - despite this being so critical often process used to track this is very manual(shared docs/emails etc.). This is where Prelay changes the game by providing a simple UI/UX interface to get detailed visibility into all ongoing POC's - broken down by each individual stage/tasks which can be seamlessly shared between SE team as well as external POC stakeholders. This helps provides deep visibility to all stakeholders on current POC state/blockers/improvement areas and ensure clear alignment on expectations/outcomes.

Pros:

-Seamless integration with Salesforce with out of the box reporting and analytics

-Ability to customize POC templates as well as seamless integration with Slack/Email and other productivity tools

-Easy way to track internal assists (engineering/Ops/Infosec) to ensure process is continously improved

-Ability to easily share details with external stakeholders

-Summary views to track all active POC's by stages including task reminders Review collected by and hosted on G2.com.

Cons:

-No native integration with JIRA(yet)

-Limited Slack integration Review collected by and hosted on G2.com.

Prelay has been a fantastic partner as we reimagine our pre-sales process, specifically our evaluation process. The team is always responsive and done a fantastic job addressing product requests. Review collected by and hosted on G2.com.

We have not found any downsides using prelay. All change is difficult at some level and introducing a new tool is never without its challenges but once our teams saw imediate positive results, any hesitation quickly evaporated. Review collected by and hosted on G2.com.

Prelay has dramatically improved the effectiveness of our POCs.

It speeds up and simplifies the creation of test plans and makes it easy for all parties invovled to have a clear understanding of the POCs status. Our customers appreciate the clear visibility into next steps and progress at all layers of their org. As a manager I appreciate being able to quickly view the status of all the POCs being run by my team. Review collected by and hosted on G2.com.

I really have no complaints about Prelay. Review collected by and hosted on G2.com.

• I like the general idea of Prelay. Ie using a structured format to organize/track a Proof of Concept for evaluating technology.

• I like the heirarchical model of defining components of a POC:

⁃ Business Objective -> Success Criteria -> Milestones

• I like how the above 3 components are mapped backwards

⁃ Milestones map to Success Criteria which map to Business Obj.

• Why I like the above mapping is that it enables you to identify what milestones are most important by having the customer identify what business objectves are most important to them. Review collected by and hosted on G2.com.

• I don't like how it is too inflexible. ie as an end-user (not a mgr) I am unable to add additional unique milestones. Also, I'm unable to remove (some) unnecessary milestones.

• I don't like how the results of a milestone are limited. You only offer completed, not started, in progress, blocked, and skip. There is nothing to indicated the level of success of a milestone. Was the milestone successfully completed? Was it a partial success? This is a major failing on the product in my opinion. It is not very nuanced.

• There needs to be general comment section for each milestone, not just for each task within a milestone. I end up having to repeat a lot of text in each task.

• I wish you had a tech and a business section that could be independently closed. As it is, everthing is lumped together. Review collected by and hosted on G2.com.

Pre-populated templates can make POC prep much quicker Review collected by and hosted on G2.com.

Inability to create my own or customer specified milestones without admin interaction.

I would like to be able to create a play and pull in my own preset milestones rather than using only the milestones in a single template. This lets me reuse previously created milestones; once custom milestones becomes a feature.

I do not like forgetting to save content in a task section and then going to a different task, and losing what I was typing in the original task section. I wish it would just bring back to where I was, and what I was typing when I come back to the section.

Would like more flexible completion criteria. "Successful" and "Unsuccessful" are a bit broad. Review collected by and hosted on G2.com.

It's an easy to use platform that connects our sales team to our deals team to make sure we're getting support and credit on when our deals come through. We couldn't work without it! Review collected by and hosted on G2.com.

There isn't much to dislike about Prelay's product, especially when it's used to help me get credit on the deals I close from the integration with Salesforce! Works great. Review collected by and hosted on G2.com.

Prelay is intuitive to use. It makes it easy for both our Deal Manangement and our internal clients to communicate and consolidate all the necessary information regarding a deal in one place. Review collected by and hosted on G2.com.

As our business grows and scales, our needs in how we use Prelay will continue to develope. We may outgrow the out-of-the-box functions, but Prelay is also great partners with supporting our business needs. Review collected by and hosted on G2.com.

It's great to offload manual follow up and action items by simply using Prelay instead. Review collected by and hosted on G2.com.

n/a So far its working well and has been helpful. Review collected by and hosted on G2.com.

Prelay allows my team to make special requests to our deal management team all through Salesforce. This allows us to see the current status of the request and communicate to multiple departments all through one tool. It also tracks all updates and integrates with Slack. Review collected by and hosted on G2.com.

Everything has been fantastic since we started using Prelay. Review collected by and hosted on G2.com.

The interaction with customers ensures that we are working off the same page. And the linkage of business objectives and success criteria is spot on! Review collected by and hosted on G2.com.

Reporting that fits our unique style of capturing details is still under development. However, Prelay works with us diligently to fulfill our needs. Review collected by and hosted on G2.com.