Pre-sales and solutions engineers

What did you promise before delivery took the account?

Your CRM stops at the signature. Your proposal deck knows what you sold, not what you promised to solve. Praktor is the record of the discovery calls and the technical conversations that never make it into either, so delivery starts from what was actually said instead of asking again.

No time limit, no credit card. Unlimited team members on every plan.

Months of context, and nothing built to carry it over.

By the time an account reaches delivery, you've had a dozen conversations nobody wrote down: what the client actually needs, what you told them was possible, who has to sign off. The team picking it up starts by asking all of it again. See how Praktor captures it.

  • The discovery call happens once, and only the person who ran it remembers it.
  • A scope promise made to close the deal never makes it into the SOW.
  • Delivery inherits the account and starts requirements-gathering from zero.
  • The stakeholder who understood the pitch isn't the one delivery ends up calling.
  • By the renewal, nobody can say what was actually promised at the start.

Three teams. Two places the record can disappear.

Pre-sales hands to delivery. Delivery hands to customer success. Both handovers happen in a meeting, and whatever wasn't said out loud in that room never gets written down anywhere else.

Pre-sales

Discovery calls, objections handled, the scope you actually promised.

What was promised to close the deal doesn't make it into the SOW.

Delivery

A kickoff meeting, and everything before it that nobody wrote down.

What delivery learned about the account doesn't make it to the renewal conversation.

Customer success

A relationship that begins at handover, with nothing behind it.

What it does for a solutions engineer

  • Log it while the detail is fresh.

    Talk through a discovery call or a scoping conversation in your own words. Voice notes are auto-transcribed, so there's nothing to type up before the next one starts.

  • See sentiment and risk on every account.

    Every log feeds a 5-point sentiment read and a risk rating from low to critical, built from what your team actually reported.

  • Know who you're actually talking to.

    The people named in your logs build up the account's contact picture as you go, so delivery can see who signed off on what.

  • Ask what was promised, get the answer with the quote.

    Ask what you told a client during discovery, or what scope was agreed before signature, and get it back with the exact words your team recorded at the time.

FAQ

What is the right tool for a pre-sales or solutions engineer?

One that captures what you learn in the sales cycle, not just what you sold. Praktor is firsthand client intelligence: log every discovery call and scoping conversation, and delivery inherits a record instead of starting from your CRM's close notes.

How is this different from what I already put in the CRM?

A CRM records the deal: stage, value, close date. It is not built to hold what a client actually told you about their environment, their politics or their constraints. Praktor records that conversation, so the CRM and Praktor answer different questions.

Does this replace the handover meeting?

No. It gives the meeting something to work from instead of asking everyone to remember the year from scratch.

Who can see what I log?

Everyone on the account, on every plan. Unlimited team members means delivery and customer success can read your notes the day the account moves, not the day someone remembers to forward them.

How much does it cost, and what happens to the free plan?

The free plan has no time limit and needs no credit card. Paid plans are $22/month for Pro and $88/month for Business, and every plan, including the free one, includes unlimited team members. Prices in AUD, GST inclusive. Log what you just promised, and see what delivery would inherit.

This is one of the roles Praktor is built for. See every role.

Start with the deal you're about to hand off.

Start on the Free plan and log what you promised, while the deal is still yours. No credit card, and no time limit.

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