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Collaborate with customers to design a solution that solves their business needs with this free sales proof of concept template.
Sales engineers, solutions consultants, and account executives who are looking to level up the POC process.
Clarifying the road from idea to implementation and sharing everything from project timelines to success criteria to support documentation.
Outline the POC project, create a timeline, and list the evaluation team. Then, add your success metrics and necessary information like technical documentation or training videos, and set and assign next steps.
Use the overview section to outline the goals of the proof of concept and the approach taken to achieve them. This section also contains information on the relevant stakeholders on both your and the client’s side.
This section includes a table for information on the inputs and goals of each phase of the POC project. It also has a section for outlining the agreed-upon success criteria for assessing when goals have been met.
This next section is intended to present the value of the product or service provided to the client with relevant sales-oriented materials. Here, you can embed PDFs, videos, or other relevant content.
For many complex technical products, companies will run a free proof of concept to show the product’s value. Most teams are still using Google Docs to run these POCs.
Dock takes this process to the next level by providing a collaborative workspace for sales engineers, solutions consultants, and the buying team to collaborate on the project and understand the path to success.
SaaS and B2B sales are all about matching a product’s value to a customer’s needs. But in order to know if your product will work for the customer, you often need to prove it with a thorough proof of concept process. And that means juggling the needs of the startup or SaaS company with the needs of your customers, as well as getting buy-in from the right people and prospects.
With Dock’s proof of concept template, you can take work with design partners and deliver the experience that will make a difference for your customers. The template also facilitates effective project management for the course of the POC.
Here’s what else the sales POC template can do for you:
Make it easy to understand an idea’s value-add
Focus on customer needs
Streamline your POC development process
A successful sales POC requires you to show promising results — but to get there, you also need to meet deadlines and get the right people in the loop. That’s where a POC template comes in handy for effective and streamlined project management.
A POC is a practical implementation of a product or service in a real-life setting to demonstrate its functionality and value.
A POC is a sales tool primarily intended to show the usability and ultimate value of a product to a potential customer. Not only will a POC demonstrate value, but it also functions to develop a working relationship between vendor and client, and provides useful feedback for further product development.
The term “proof of concept” is sometimes used interchangeably with “proof of value”, which gives some further indication of its purpose. A POC may also be used synonymously or in conjunction with concepts like “test drive”, “proof of principle”, “pilot”, or “guided trial”.
As such, the sales team behind a POC aims to communicate the value that the product will provide, while ensuring ease of use and providing continued support.
The main goal of a proof of concept is to demonstrate the real-life functionality of a product and communicate how it solves a prospective client’s problems.
In order to meet this goal, make sure to follow the following guidelines:
Remember that these aren’t the only functions that a POC services. A POC also provides useful feedback for continued product development and refinement of the sales process.
A POC is also the first step to building a constructive working relationship with a client. It should establish a belief in your ability to work in support and collaborate as a trusted partner.
