Whitepaper

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January 19, 2026

Get Inside the Mind of Your Prospect: Why Are They Searching for a Product?

Before you begin a presales evaluation with a new prospect, make certain that you know why they are searching for a product. It is usually one of two reasons:

  1. Solving an immediate pain point, or
  2. Proactively evolving their business.

Companies looking to solve an immediate pain point are either dealing with a deficiency or an inefficiency, and companies looking to evolve their business are aspirational.

Each of these variations requires a different approach to your evaluation plan.

Learn how to design evaluation plans that win deals for each variation.

Ready to make presales your unfair advantage?

One workspace, one team. Give everyone the clarity to work together, move faster, and win more.

Dashboard screenshot of CrowdLogic 40TEUs RDS Evaluation Plan showing 15 total tasks, with 3 not started and 9 complete, listing module use cases including getting approval to initiate a POV and creating the evaluation plan.