The Presales Tool Kit: Selection & Internal Buy-In Checklist

Selecting the right technology for your presales organization isn’t just about features—it’s about finding tools that solve real problems, integrate seamlessly into your workflow, and deliver measurable value. With AI hype and endless sales tech options, it’s easy to chase shiny objects rather than focus on what truly moves the needle.

This practical checklist guides you from identifying real problems to securing executive approval, helping you select technology that your team will actually use and leadership will actually fund.

What You’ll Get:

✓ Define the Problem – Document pain and quantify impact with measurable goals
✓ Evaluate Options – Navigate pilots, integrations, and critical AI red flags
✓ Build Your Business Case – Create ROI calculations that speak to every stakeholder
✓ Champion the Change – Turn approval into adoption with proven rollout strategies