Thank you! Access your free Proof of Concept template below

Download free Proof of Concept Template

⚠️ Mismanagement of the Proof of Concept process often results in failure

Proof of Concepts can become very difficult to manage as they transform into projects or mini-implementations. As sellers, we typically lack the training, framework, and tools to effectively manage projects. Consequently, every rep is trying to follow their own processes, if they even have one!

PDFs are a good starting point to managing PoCs, but when it comes to collaborative sharing, sending them back-and-forth via email, Slack, or other forms of communication is the only option.

Getting stakeholders aligned often involves an abundance of emails and meetings, especially when dealing with PDFs and spreadsheets.

🎯 Never enter into a PoC without defining what every step and meeting will look like and scheduling the dates ahead of time.

However, holding each other accountable can be frustrating when everything is disorganized, leading to buyer friction.
If there’s a lack of a standardized process, the PoC will drag out and delay the entire deal. Or worse.

Want to ditch the PDFs,
And level up your Proof of Concepts? 🎯

We created a customer collaboration platform, Recapped, specifically for managing PoCs, pilots, and deals collaboratively with prospects.

This ensures nothing falls through the cracks, and everyone is on the same page.

Recapped offers a centralized workspace to operate PoCs at scale.
Reps can document requirements for all stakeholders, build transparent checklists of everything that needs to be done for mutual success, loop in relevant stakeholders, and much more.

  • ✅   Alignment of all stakeholders
  • ✅   Consolidation of sales collateral, content, docs, and more
  • ✅   Outlined success criteria and business case
  • ✅   Checklist of steps for milestones (mutual action plan)
  • 🎯   Repeatable playbook that every rep can follow

Accelerate your sales cycles 🎯

Successfully managing a Proof of Concept can increase close rates by 2x or even 3x.

🎯 Recapped simplifies the B2B buying journey.

Your buyers will thank you for having everything in one place, instead of sending information back and forth via communication methods, like emails, Slack messages, texts, and more.

No more wasted time waiting for a rep to send a requested document or searching for information buried in an email inbox.

🔗 Read more about How to Simplify the B2B Buying Journey.

🎯 Multi-threading stakeholders is now easier!

Everyone can get caught up quickly, saving time from unproductive meetings. Clients have the ability to review the entire business case at their own convenience.

🎯 Stay on track with Mutual Action Plans.

Mutual action plans (MAPs) are meant to be 'mutual' and collaborative. MAPs provide visibility into next steps with assigned stakeholders and due dates. Having the whole client-facing roadmap visible with major milestones will instill a sense of urgency and accountability for all stakeholders.

🔗 Read more about How to Create a Sense of Urgency in Deals.

🎯 Standardize your sales playbooks and PoCs at scale.

Replicate your best reps' processes that every rep can follow by templatizing your perfect sales playbook.
Make the whole process easy for your reps and buyers.

🎯 Stand out from the competition with Recapped, and request a demo today.

Sales leaders have seen success with Recapped

Our revolutionary sales collaboration platform syncs with Salesforce and simplifies your conversions. The world’s fastest-growing teams trust Recapped to shorten their sales cycle, accelerate time to value, and amplify pipeline volume.
✅  Reps are following the same playbooks
✅  Simply incorporating sales methodologies
✅  Easily updating CRM fields
✅  Visibility into deals and buyer engagement
🔥  More importantly, closing deals faster!
If you are a sales rep and knows this could be great for your team, share this page with your sales leader!
"As deals get more complex, we know that we can rely on Recapped to help navigate through more technical products."

- Jack Gauss, Sr. Manager Inside Sales
Streamline Icon
Centralize all your content into one place
Evaluate
Collaborative workspace for every deal
Integrate icon
Integrate with your CRM and embed your favorite tools
Doc Icon
Templatize your workspaces
Target Icon
Buyer-centric forecasting with confidence
Connect Icon
Create a repeatable process for all reps to follow