Demo Pre Sales Software

Cloud Ratings Category Report 2023

Demo + Pre-Sales Software APRIL 2023 REPORT BY

DeﬁningDemo+Pre-SalesSoftware: Demo+pre-salessoftwareisutilizedbysalesteamstoshowcasethefeaturesand functionality of a product or service to prospective clients during the pre-sales phase. This softwareenablessalesrepresentativestopresentthecapabilitiesandbeneﬁtsofthe productinasimulatedenvironment,offeringpotentialclientsaclearunderstandingof whattheycanexpectiftheydecidetoinvestintheproduct. Thedemo+pre-salessoftwareistypicallydesignedtobeuser-friendly,intuitive,and adaptable,allowingsalesteamstopersonalizetheirpresentationsaccordingtothe speciﬁcrequirementsandpreferencesofindividualclients.Withtheemergenceof cloud-baseddemopre-salessoftwaresolutions,theaccessibility,scalability,andsimplicity of conductingdemoshavesigniﬁcantlyimprovedinrecentyears.Thesesoftware solutions enable sales teams to perform demosremotelyandcollaboratewithclientsin real-time, leading to enhanced efﬁciency and effectiveness of the pre-sales process. 1

CloudRatingsChartforDemoPre-Sales: Over1,500customerratings(inclusiveofvendor-suppliedNPSdata)factoredintoour categoryassessment: 2

ChartQuadrantSummary: (PresentedAlphabeticallybyQuadrant) Leaders-HighMarketAdoption+ HighCustomerRatings: Cloudshare Consensus Demostack Vivun MarketExcellence-HighMarket Adoption: Reprise Walnut ProductExcellence-HighCustomer Ratings: Demoboost Demodesk Navattic Omedym Preskale Saleo Challenger-Market+CustomerValidation: N/A 3

DemoPre-SalesSoftwareVendors: (PresentedAlphabetically) Cloudshare-Leader ● Reviews: ○ CapterraCloudshare Reviews ○ G2CloudshareReviews ○ TrustRadiusCloudshare Reviews ● Vendor-ProvidedInformation: ○ CloudsharePricing ○ CloudshareIntegrations Consensus-Leader ● Reviews: ○ CapterraConsensusReviews ○ G2ConsensusReviews ○ GartnerConsensusReviews ○ TrustRadiusConsensusReviews ● Vendor-ProvidedInformation: ○ ConsensusPricing ○ ConsensusIntegrations 4

Demoboost-ProductExcellence ● Reviews: ○ CapterraDemoboostReviews ○ G2DemoboostReviews ○ GartnerDemoboostReviews ● Vendor-ProvidedInformation: ○ DemoboostPricing-Contact Vendor ○ DemoboostIntegrations- ContactVendor Demodesk-ProductExcellence ● Reviews: ○ CapterraDemodeskReviews ○ G2DemodeskReviews ○ TrustRadiusDemodeskReviews ● Vendor-ProvidedInformation: ○ DemodeskPricing ○ DemodeskIntegrations 5

Demostack-Leader ● Reviews: ○ CapterraDemostackReviews ○ G2DemostackReviews ○ GartnerDemostackReviews ○ TrustRadiusDemostack Reviews ● Vendor-ProvidedInformation: ○ DemostackPricing ○ DemostackIntegrations- ContactVendor Navattic - Product Excellence ● Reviews: ○ CapterraNavatticReviews ○ G2NavatticReviews ○ TrustRadiusNavatticReviews ● Vendor-ProvidedInformation: ○ NavatticPricing ○ NavatticIntegrations 6

Omedym-ProductExcellence ● Reviews: ○ G2OmedymReviews ● Vendor-ProvidedInformation: ○ OmedymPricing-Contact Vendor ○ OmedymIntegrations-Contact Vendor PreSkale-ProductExcellence ● Reviews: ○ G2PreSkaleReviews ● Vendor-ProvidedInformation: ○ PreSkalePricing ○ PreSkaleIntegrations-ContactVendor Reprise - MarketExcellence ● Reviews: ○ CapterraRepriseReviews ○ G2RepriseReviews ○ GartnerRepriseReviews ○ TrustRadiusRepriseReviews ● Vendor-ProvidedInformation: ○ ReprisePricing-ContactVendor ○ RepriseIntegrations 7

Saleo-ProductExcellence ● Reviews: ○ CapterraSaleoReviews ○ G2SaleoReviews ○ TrustRadiusSaleoReviews ● Vendor-ProvidedInformation: ○ SaleoPricing-ContactVendor ○ SaleoIntegrations - Contact Vendor Vivun-Leader ● Reviews: ○ CapterraVivunReviews ○ G2VivunReviews ○ TrustRadiusVivunReviews ● Vendor-ProvidedInformation: ○ VivunPricing-ContactVendor ○ VivunIntegrations Walnut-MarketExcellence ● Reviews: ○ CapterraWalnutReview ○ G2WalnutReviews ○ GartnerWalnutReview ○ TrustRadiusWalnutReview ● Vendor-ProvidedInformation: ○ WalnutPricing-ContactVendor ○ WalnutIntegrations 8

Methodology: CloudRatingsCategoryReportprocesscombinesprivatevendorresponsestoour RequestForInformation(RFI)withpubliclyvisiblemeasuresofmarketadoptionand customersatisfaction. All vendors are presented with the opportunity to complete the RFI. TheCloudRatingsRFIfocusesonmeasuresof: ● CustomerSatisfaction:GreatestweightisgiventointernalNetPromoterScore (NPS)data.Why?Certainsoftwarevendorsareskilledatdriving(andoften incentivizing) happy customers to submit reviews to popular software directories. This can lead to situations where publicly observable vendor reviews are more favorable than the “silent majority” of customers that do not submit to software reviewplatforms.Assuch,CloudRatings’useofprivateNPSdataprovidesamore holistic view of customer experiences. To measure adoption and implementation risk, signiﬁcant consideration is also given to vendor responses regarding severely negativecustomeroutcomesandretentionrates. ● MarketAdoption:TheRFIcoversarangeoftractionmetrics,includingbutnot limited to revenue, revenue growth, and the current number of customers. Why? Vendorscanappeartohaveanartiﬁciallyhighmarketsharethroughaggressive marketingspend,publicrelations,andskillfulsolicitationofreviewstosoftware directories. Accordingly, Cloud Ratings’ use of RFI-derived information helps provide softwarebuyerswithamorerealisticviewofmarketadoption. 9

Deﬁnitions: ShadedAreasofCategoryChart:Eachcategoryofsoftwarehasauniquelikelihoodof generatingbusinessvalueandpositiveexperiencesforcustomers.Accordingly,Cloud Ratingscustomizestheshadedsurfaceareaforeachcategoryasavisualrepresentation of the zones of positive customer outcomes. A category with higher risk or lower satisfaction ratings (like ERP or HR software) will have smaller Zones of Excellence and ZonesofSolutionsthanasafer,highersatisfactioncategory. ForDemo+Pre-Sales Software, a normalized customerratingscoreof4.69(ona5.00scale)wasusedinsetting theZones’surfacearea. ZoneofExcellence(LightGreen):Thisrepresentsacategory’sstrongestvendorsas reﬂectedbytheircombinationofmarketshareandhighcustomersatisfactionscores. ZoneofSolutions(LightYellow):Encompassesvendorswithbothmeaningful marketplaceadoptionandsufﬁcientlyhighabsolutecustomersatisfactionratings. 10

NotableVendor:Thisdistinctionhighlightsothervendorsidentiﬁedintheresearch processasworthyofbuyerconsideration.CommonreasonsforNotableVendorstonotbe featuredintheCategoryChartincludedifferinglevelsofproductfocus(asecondary feature within a broader suite) or comparatively lower market adoption metrics, especially for earlier-stage companies. Momentum:DerivedfromsourceslikeRFI-sourcedvendorgrowthmetricsandbuyer searchinterest, the Momentumindicatorcomparesacategory’sgrowthratewithoverall informationtechnology(IT)spendinggrowth. Risk: InﬂuencedbyRFI-sourcedvendorNPSandadverseoutcomesdata,theRisk indicator comparestheriskproﬁleofasoftwarecategorytosoftwareapplications generally. The distribution of strongly negative public user reviews also factors into the Risk indicator level. 11

CloudRatingsDisclaimer: CloudRatingsresearchanalysisandpublicationsrepresentopinions-expressedata speciﬁcmomentintime-andshouldnotbeviewedasstatementsoffact. CloudRatingsisnotresponsibleforanyincorrectinformationsuppliedbyvendors, customersofvendors,orderivedfrompubliclyaccessibleinformation. CloudRatingsassumesnoliabilityfordamagesresultingfromtheapplicationorusageof information, content, or research. CloudRatingsdisclaimsallwarrantiesastothecommercialsuccessoroutcomeofany resulting business activities, vendor selections, or investment decisions from the informationprovided. CloudRatingsdoesnotendorseanysolutionorservicenamedinitsresearch. All product names, logos, and brands are the property of their respective owners. All company,product,andservicenamesusedinthisreportandwebsitearefor identiﬁcation purposesonly. AboutUs: CloudRatingsisacustomeroutcomes-focused,data-drivensoftwareresearchanalyst ﬁrm.Weexisttoalloworganizationstomakemoreconﬁdent,lower-risksoftware purchasingdecisions. Built uponinvestigative customerinterviews, our True ROI Reports quantify and provide 3rdpartyvalidationofasoftwareproduct’sbusinessvalue. OurCloudRatingsCategoryReportscombineuserreviewswithveriﬁedvendordatato impartially identify leading software products. cloudratings.com 12