Built for Sales Engineers

The CRM Sales Engineers run demos and POCs out of.

Sales Engineers and Solutions Consultants carry the technical weight of every B2B deal. They scope the demo, build the environment, answer the security questionnaire, run the proof-of-concept, log the feature gap, and brief the AE on where the deal actually stands technically. A good CRM for an SE is the one that holds the technical artifacts, the discovery answers, and the POC progress on the same deal record the AE lives in, so the SE stops stitching context across five tools.

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What this audience is actually dealing with

The pains that bring buyers here.

Sales Engineers sit at the intersection of sales, product, engineering, and security. On any given week an SE is running two live discovery calls, scoping three demos, operating a POC environment for one deal, answering a 240-row security questionnaire for another, and briefing Product on a feature gap that could decide a six-figure deal. In most CRMs none of that work has a home. The deal record was designed for AE selling fields and leaves the SE motion in a shared drive, a notebook, a Slack thread, and a Confluence page. The five pains below show up on every SE-focused buyer call we have run, across SaaS, data infrastructure, security tooling, and dev-tools motions. If any of them look familiar, the rest of the page shows how Strkr collapses the SE workflow back into the same workspace the AE already lives in, so technical context stops evaporating between the discovery call and the POC readout.

Technical context lost

My discovery answers never make it to the deal record.

The SE runs a 45-minute technical discovery call, captures 20 answers in a notebook, and the AE never sees most of it. By the time the deal reaches Proposal the SE is retelling the same technical fit story to Legal, Finance, and the champion individually. Strkr pins the technical discovery panel on the deal record with inline-editable fields so every answer is on the record the moment the SE closes the call, visible to the AE, the manager, and the CS team at Closed Won.

Demo scope drift

The demo scope shifts three times before the demo runs.

An SE books a demo for next Thursday, scopes three use cases with the champion, and arrives Thursday to find the stakeholder list grew to seven and the use cases shifted to four. Strkr demo scoping is a structured object on the deal with required attendees, use cases, pre-demo questions, and a lock cutoff so the AE and SE walk in with the scope the prospect actually agreed to.

POC in a spreadsheet

The proof-of-concept lives in a Google Sheet nobody updates.

A POC with weekly success criteria ends up in a spreadsheet the SE updates once and the champion never sees. Strkr runs POCs as a native object on the deal with per-criterion owners, due dates, pass or fail status, and automated check-ins so the champion gets a weekly summary without the SE drafting it.

Security questionnaire grind

I spend two days answering the same security questions.

A 240-row CAIQ or SIG-Lite questionnaire arrives from a prospect, and the SE spends 14 hours pattern-matching against the last five answered. Strkr maintains a security answer library linked to policies and SOC 2 controls so new questionnaires auto-fill from the library and the SE reviews instead of rewrites, cutting the response time to a half-day for most lightweight questionnaires.

Feature gaps black-holed

I log a feature gap and never hear what happened.

The prospect wants a feature not on the roadmap. The SE emails Product, Product never replies, the deal stalls, and the SE loses credibility. Strkr Feature Requests are native objects linked to the deal with Product review workflow, priority rank, status, and a scheduled update loop back to the SE so the credibility stays intact and the pattern across deals becomes visible to Product leadership.

Multi-SE handoff drops

The POC SE is not the one who ran discovery.

A pre-sales SE runs discovery, hands off to the POC SE, and by week two the champion is repeating the same architectural context for the third time. Strkr handoff flows tag the deal, carry over the technical discovery panel, surface prior demo recordings, and give the second SE the full picture before the first POC call. The champion stops teaching the vendor its own prior conversations.

How Strkr fits the SE day

The daily primitives Sales Engineers actually use.

Strkr for Sales Engineers is not a separate SKU or a bolt-on module. It is the same CRM the AE uses with role-specific views, a technical discovery panel on every deal, a POC object with structured success criteria, a security answer library, and a feature-request tracker linked to Product. Everything below ships on every paid tier with no premium SE module gate. The primitives are shaped around what an SE repeats every week: scoping the demo, running the demo, operating the POC, answering the questionnaire, logging the gap, and briefing the AE on the technical state of the deal. When those six motions live on one record the SE finally spends the day on technical judgment instead of chasing the context across five tools.

Technical discovery panel

Discovery answers pinned to the deal.

A side panel on every deal captures the technical discovery answers (stack, data volume, auth stack, deployment topology, SSO provider, data residency, integration surface area, scale expectations, security must-haves). Each field is inline-editable, carries a last-updated stamp, and is role-aware so the AE sees the executive summary and the SE sees the full technical fill. The panel is the single source of truth for technical fit, not a shared doc.

Demo scoping object

A structured scope for every demo.

Spin up a demo scope on the deal with attendees, use cases, prerequisite questions, environment requirements, and a scope-lock cutoff. The champion confirms the scope by link, the AE and SE walk in with a locked artifact, and scope drift becomes an exception that triggers a reschedule flow instead of the SE scrambling at 7 AM.

POC scorecard

Proof-of-concept as a native object.

A POC on the deal carries per-criterion success definitions, owners, due dates, pass or fail status, and a weekly automated readout to the champion. The SE edits status inline, the AE sees the real POC health on the deal board, and the champion gets a Friday summary without the SE drafting one. Strkr AI surfaces at-risk criteria before the POC readout call.

Security answer library

Every answer searchable and reusable.

A tenant-level library stores every security questionnaire answer linked to the control (SOC 2 CC6.1, ISO 27001 A.12.4, PCI 10.2, HIPAA 164.312) and the policy it maps to. New questionnaires auto-fill from the library on a confidence score, the SE reviews instead of rewrites, and policy updates propagate to every linked answer so nothing goes stale behind the SE back.

Feature request tracker

Gaps logged, tracked, closed with a status update.

Log a feature request on the deal with gap description, business impact, deal size at risk, prospect quote, and a link to the account. Product reviews, prioritises, assigns a status (Under Review, Planned, In Build, Shipped, Not Prioritised), and the SE sees status on the deal record and in a tenant-level Feature Request dashboard that surfaces patterns across deals.

Demo script library

Reusable scripts for every use case.

A shared library of demo scripts organized by use case, segment, and persona. Each script carries a recommended flow, talking points, common objections, and a scorecard rubric. SEs clone and personalise rather than start from scratch, and new SE hires reach demo-ready in weeks instead of months by learning from the senior-authored scripts.

Architecture diagram library

Reference architectures mapped to use cases.

Upload reference architecture diagrams tagged with use case, deployment topology (SaaS, VPC, on-prem, hybrid), and stack. The SE pulls the matching diagram into the deal in two clicks, personalises labels for the prospect account name, and ships it on the record without opening a diagramming tool. The champion gets a tailored architecture instead of a generic marketing asset.

The POC a Sales Engineer can run cleanly

Proof-of-concept tooling built for the person running the trial.

Proof-of-concept is the make-or-break moment of most mid-market and enterprise deals, and the SE is the person on the hook for it. Most CRMs give the SE a free-text field on the deal and call it POC tracking. Strkr runs POCs as a native object with per-criterion success definitions, structured owners and due dates, a weekly automated readout to the champion, and risk flags from Strkr AI when a criterion is slipping. The SE spends the POC on technical judgment and relationship, not on building spreadsheets to track what the prospect already agreed to. Managers see POC health in a rollup and can coach the SE on the one trial most likely to slip, instead of waiting for the Friday readout to find out.

Success criteria

Pre-agreed criteria written down.

Every POC on Strkr carries 3 to 8 success criteria, agreed in writing with the champion before the POC kicks off. Each criterion has a pass/fail definition, an owner on both sides, a due date, and a success threshold. The SE sends the agreed criteria to the champion as a signed artifact, and the Monday review on the deal is about the criteria, not about moving goalposts.

Environment spin-up

POC environments provisioned from the deal.

For products that run on isolated POC environments, a flow at the POC kickoff provisions the sandbox, invites the prospect users, loads the agreed test data, and ties the environment back to the deal record. When the POC closes the flow archives or extends the environment per policy. No separate ops ticket, no shared drive of credential files.

Weekly readout

Champion gets a Friday summary without the SE drafting one.

A scheduled flow runs every Friday on active POCs. It assembles the week in-progress: criteria passed this week, criteria still open, blockers, upcoming checkpoints, and a two-sentence narrative from Strkr AI. The SE reviews the draft in 60 seconds, sends to the champion, and the trial stays visible without the SE drafting from scratch.

Risk flags

Strkr AI flags the POC criteria most likely to miss.

Strkr AI reads the POC signals (criterion stuck in Open past the midpoint, no activity against a criterion in 7 days, criterion owner response time slipping, blocker logged twice) and flags the top risks before the Friday readout. The SE triages the one or two criteria that need attention, not the full list, and the trial stops silently drifting toward a mediocre outcome.

Technical blocker log

Every blocker captured, routed, resolved.

A blocker log on the POC captures each technical issue (feature gap, bug, env problem, data mapping, auth integration) with severity, status, owner, and link to the resolution. Blockers route to Engineering or Product automatically where the trigger matches, and resolved blockers close the loop on the champion thread. The SE never forgets to resurface a resolution.

POC comparison

Side-by-side readout versus other active POCs.

The SE manager view puts every active POC on one scoreboard with criteria-passed counts, days-remaining, champion engagement level, and a pacing indicator. The manager spots the trial likely to lose fastest in seconds and routes a coaching touch. Reviews happen on the three POCs that need attention, not on all 15.

Post-POC handoff

Trial outcome flows into Closed Won onboarding.

A passed POC flows into the Closed Won hand-off automatically. The POC artifacts (criteria, environment config, integration setup, data mappings) carry over to the CS onboarding project in Projects so the first week of implementation starts from the state the POC ended in, not from a blank template. The AE no longer rebuilds the picture by email.

Security questionnaire response

The questionnaire response motion the SE will not dread.

A real B2B SE week always has at least one security questionnaire in flight. CAIQ, SIG-Lite, SIG-Core, VSAQ, custom spreadsheets with 300 rows, bespoke InfoSec surveys that mix policy questions with product questions. Most SEs lose two full workdays per questionnaire pattern-matching against prior answered ones, and the manager never sees the pattern. Strkr maintains a security answer library linked to controls and policies, auto-fills new questionnaires on a confidence score, surfaces the questions that need fresh judgment, and keeps the answer library current when policies change. The SE spends the day on judgment calls, not on copy-paste.

Answer library

Every prior answer indexed and searchable.

A tenant-level library stores every prior questionnaire answer with control mapping, policy reference, last-updated stamp, and a confidence score. SEs search by control, by framework (SOC 2, ISO 27001, HIPAA, PCI, GDPR), by product surface, or by free text. The library is tenant-wide so the second SE never writes an answer the first SE already produced.

Auto-fill with review

New questionnaires auto-fill, SE reviews.

Upload a new questionnaire and Strkr auto-fills from the library on a per-question confidence score. The SE reviews the matches, approves the high-confidence auto-fills, writes fresh answers for the low-confidence rows, and the response goes out in a half-day instead of two days. The library grows with every reviewed answer so the next questionnaire fills faster.

Policy link

Answers linked to the current policy.

Every answer in the library links to the source policy (Access Control Policy, Encryption Policy, Vulnerability Management Policy). When a policy updates, Strkr flags every linked answer as needing review so the library stays current without a quarterly manual audit. Audit evidence requests pull from the same linked structure.

Control mapping

Mapped to SOC 2, ISO, HIPAA, PCI, GDPR.

Each answer carries control mappings across common frameworks so a question about access review auto-fills whether the questionnaire names SOC 2 CC6.1, ISO 27001 A.9.2.5, PCI 7.2, or HIPAA 164.308(a)(4). The mapping is maintained once and reused across questionnaires so the SE stops translating between frameworks on every response.

Spreadsheet in, spreadsheet out

Round-trip the prospect format.

Prospects send questionnaires in every imaginable format (xlsx with merged cells, Google Sheets, GRC portals, bespoke PDF). Strkr imports the inbound format, answers in the Strkr workspace, and exports in the same format for the prospect return. The SE never reformats a response or copy-pastes 240 rows back into the prospect template.

Collaborative review

InfoSec signs off before the response ships.

The response routes to InfoSec or the Security team for final sign-off through a review workflow on the questionnaire record. Reviewer comments attach per question, revisions capture per-row, and the final-approved version becomes the artifact that ships. The SE no longer forwards a draft Google Sheet to CISO for a review nobody tracks.

Response SLA tracking

Time-to-respond measured per questionnaire.

Every inbound questionnaire carries a received-date, assigned-SE, draft-complete-date, reviewed-date, and sent-date. The time-to-respond metric rolls up at the team level so the manager sees whether the SE team is bottlenecking deals. Patterns of long cycles surface the training gap or the staffing gap, not the finger-pointing.

Demo delivery

Everything the SE needs to run a demo that converts.

Demos are where the SE is most visible in the sales cycle and where the deal most often tips. A clean demo requires a locked scope, a reusable script, a tailored architecture, a prepared environment, a scorecard the champion signs on afterward, and a feedback loop that captures the follow-up questions. Strkr threads all of it on the deal so the SE walks into every demo prepared and walks out with the artifacts logged. New SE hires reach demo-ready faster because they inherit the senior script library, the manager scorecard, and the shared feedback patterns from across the team.

Pre-demo brief

The AE brief lands on the SE calendar.

A pre-demo brief flow fires 48 hours before every scheduled demo. The AE fills a brief template (champion, attendees, use cases, discovery notes, must-wins) and the SE sees the brief on the deal record and in the calendar invite. No more arriving at a demo with 10 minutes of pre-call context and a surprise attendee list.

Script personalisation

Clone a script, personalise in minutes.

The SE picks the matching script from the library, clones it to the deal, and swaps in the prospect account name, industry references, and tailored use cases. The clone remains linked to the master so improvements made during the delivery propagate back to the library for the next SE.

Live scorecard

Capture scorecard entries as the demo runs.

During the demo, the SE taps a scorecard rubric per use case (clear fit, open question, objection raised, scope-expand signal). The scorecard entries land on the deal in real time and feed the follow-up email draft the AE and SE send within an hour. The post-demo retrospective happens on signal, not memory.

Open questions tracker

Every unresolved question logged, assigned, answered.

Questions the SE did not answer in the demo land on a tracker on the deal. Each question has an owner, a target response time, and a status. The SE sends resolved answers to the champion through a flow that threads back to the deal and marks the question closed. No question falls through a notebook gap.

Recording and summary

Click-to-join and Strkr AI drafts the summary.

Click-to-join every demo from the deal record, auto-record where consent is captured, and Strkr AI drafts the summary with use cases shown, questions raised, objections, and next steps. The SE edits in 90 seconds and the deal record carries the demo artifact for the second SE or the CS team at hand-off.

Demo environment

Dedicated demo tenants per use case.

Tag demo environments by use case and persona so the SE picks the right tenant for the demo in two clicks. Environment hygiene flows reset demo data on a schedule, and tenant drift (where someone leaves test data behind) surfaces as a flag before the next demo. The SE opens a clean environment every time.

Post-demo flow

Follow-up email drafted and open items routed.

A post-demo flow drafts the follow-up email with the demo summary, agreed next steps, open questions and their owners, and a one-click calendar link for the next session. The SE reviews, the AE signs, and the thread sends with the artifacts attached. The champion sees a professional recap within two hours, not two days.

Flows for the SE motion

Automations that cover the pre-sales technical day.

The best SEs are the ones who automate the quiet administrative drag and spend their hours on the technical judgment and relationship work that converts deals. Strkr Flows handle the dozen automations every SE team should run, each one ships as a native trigger with no webhook plumbing or glue code, and the pattern below is what shows up in week two of every SE-team deployment. Each flow replaces 15 to 60 minutes of weekly manual drag, and together they compound into a cleaner technical state across the pipeline and a visibly less exhausted SE team.

Demo prep flow

Pre-demo brief fires at T minus 48 hours.

When a demo is scheduled on the deal, a flow fires 48 hours before to prompt the AE for a brief, assigns the SE on-call, pulls the matching script from the library, and attaches the pre-demo questionnaire. The SE walks in with 90 percent of the context already loaded on the deal record.

POC kickoff flow

POC kickoff provisions env and sets review cadence.

Moving a deal to POC fires a flow that provisions the sandbox environment, invites the prospect users, loads the agreed test data, sets up a weekly readout schedule, and creates the POC scorecard with the agreed criteria. The SE spends day one on the technical kickoff call, not on provisioning tickets.

Weekly POC readout

Friday automated readout to the champion.

A Friday 9 AM flow runs on every active POC. It assembles the week in-progress, drafts the readout email with Strkr AI, routes to the SE for a 60-second review, and sends to the champion by 10 AM. The SE never forgets a readout, the trial stays visible, and the champion feels the momentum.

Questionnaire auto-fill

Inbound questionnaire routes and auto-fills.

An inbound security questionnaire routes to the on-call SE through a flow, auto-fills from the library on confidence score, and surfaces the fresh-judgment rows for SE attention. The SE opens the questionnaire with the easy 70 percent already answered and spends the day on the hard 30 percent that needs context.

Feature request route

New feature request pings Product with context.

A new feature request logged on a deal fires a flow to Product with the deal size, prospect quote, business impact, and link to the account. Product responds through the Feature Request workflow, and the SE sees status back on the deal record without an inter-team email thread.

Deal technical health

Daily technical-health view surfaces at-risk deals.

A daily flow scores the technical state of every open deal (discovery panel completeness, demo-pass signal, POC criteria progress, open questions, blocker count) and surfaces the top at-risk deals to the SE manager and the pod. The SE triages 3 deals a day, not 30.

Pre-close technical review

Technical sign-off before Closed Won.

Moving a deal from Verbal to Closed Won fires a technical sign-off flow. The SE reviews the discovery panel, POC outcome, open questions, and committed feature requests and marks the deal technically ready for hand-off. The CS team at Closed Won inherits a verified technical picture.

What the SE manager sees

Views that make the Monday SE roll fast.

A good SE manager coaches on three specific deals a week, not on all 40 in the roll. Strkr surfaces the data the SE manager needs to run a short, specific weekly review without the SE feeling surveilled, because the same views are available to the SE and the manager with the same filters. The views below ship as default saved views for the SE manager role on every tenant and can be duplicated and personalised without an admin ticket.

SE workload

Each SE on one row with active POCs and demos.

The Monday SE workload view puts every SE on one row with active POCs, scheduled demos this week, open questionnaires, pending feature requests, and open technical blockers. The manager spots overload fast, routes a pod rebalance, and the SE team runs at a healthier pace through the quarter.

POC pacing

Every active POC with criteria-pass pacing.

A POC pacing view shows every active POC with days-remaining, criteria passed, criteria open, blockers, and Strkr AI risk flag. The manager spots the trial about to slip and routes a coaching touch to the SE before the Friday readout, not after.

Questionnaire queue

Inbound questionnaires in flight with SLA tracking.

A queue view shows every inbound questionnaire with status (received, in draft, in review, sent), days-outstanding, deal size at risk, and assigned SE. The manager sees the bottleneck and reroutes or escalates before the deal champion loses patience with the response pace.

Feature request heatmap

Patterns of feature gaps across the pipeline.

A heatmap view aggregates feature requests across the open pipeline by gap, deal size at risk, prospect count, and Product status. The SE manager briefs Product leadership with pattern evidence instead of anecdote, and the roadmap conversation happens on data instead of the loudest-SE voice.

Demo attendance signal

Demos that drew the wrong attendee list.

A view flags demos where the realized attendee list diverged from the scoped list (champion missing, decision maker absent, security team added last-minute). Patterns of demo-attendee drift inform coaching with the AE pods on how to lock scope earlier.

Technical win-rate

Win rate when the SE pattern was followed cleanly.

A win-rate view segments outcomes by whether the clean SE motion was followed (discovery panel 90 percent complete, demo scope locked, POC with pre-agreed criteria). The pattern-followed cohort wins at a visibly higher rate, and the manager uses the data to coach the SE team into the pattern that compounds into higher conversion.

Head-to-head

Strkr for Sales Engineers vs Salesforce plus Vivun plus Walnut plus Loopio.

A typical mid-market SE stack runs Salesforce for CRM (where the SE never lives), a dedicated SE workspace like Vivun or Homerun for pre-sales ops, a demo-automation tool like Walnut or Reprise for demo environments, a questionnaire-response tool like Loopio or Responsive, and a Slack-plus-Confluence sprawl in between. Strkr collapses the SE workflow into the same workspace the AE lives in with one bill, one admin surface, and one record of truth for every technical deal.

Feature Strkr Salesforce + Vivun + Walnut + Loopio stack
Number of tools SE opens daily 1 (Strkr) 4 to 6
Technical discovery panel Native side panel on every deal, inline-editable with staleness tracking Custom fields built by admin, or a separate SE workspace with its own record
POC tracking Native POC object with per-criterion scorecard and automated readouts Spreadsheet or separate SE-ops SKU
Security questionnaire response Built-in library with control mapping and auto-fill Separate Loopio or Responsive SKU
Demo scoping Native scope object with lock cutoff and attendee tracking Email thread or shared doc, no CRM link
Feature request tracker Native object linked to deal, Product workflow with status back on the deal Jira ticket emailed to Product, no feedback loop to SE
Demo recording and summary Native, Strkr AI auto-summary, scorecard capture inline Conversation intelligence vendor, separate SKU
Admin changes Self-serve for SE manager and RevOps, in-app 2-week admin review queue, dedicated admin team
Handoff to Customer Success Native flow to Projects module with technical context carryover Manual kickoff email, SE walks CS through 90 days of context
Technical sign-off before Closed Won Native flow with SE review required Informal, often skipped under quota pressure
Script and architecture library Native shared library with usage telemetry and ownership Confluence or Google Drive, stale within a quarter
SE manager rollup Native workload, POC pacing, questionnaire queue views Custom-built Salesforce dashboards + spreadsheet imports
How teams use Strkr

How Sales Engineering teams run Strkr.

The patterns below show up across SE teams of 4, 10, and 25 pre-sales consultants supporting B2B SaaS, data infrastructure, security, and dev-tools motions. The common thread: collapse the pre-sales technical work into the same CRM the AE lives in so the SE spends time on technical judgment and relationship, not on stitching context across five tools. Each playbook is a real motion a Strkr SE team runs today, not a hypothetical configuration from a demo script.

4-SE pod supporting 12 AEs

Shared discovery panel plus demo script library plus questionnaire library.

A 4-SE pod supporting a 12-AE mid-market pod moved off a Vivun plus Loopio stack. The shared technical discovery panel on every deal eliminated the AE-to-SE context handoff that used to burn 20 minutes per deal. The demo script library let two new SE hires reach demo-ready in six weeks instead of the typical 4 months. The questionnaire library auto-filled 60 percent of inbound CAIQ and SIG-Lite responses, dropping response time from two days to a half-day. Pod morale and demo win rate both climbed.

10-SE pre-sales team

POC scorecards plus Friday automated readouts plus Product feedback loop.

A 10-SE team supporting enterprise AEs ran POC scorecards on every trial with 5 to 8 pre-agreed success criteria and a Friday automated readout to the champion. Trial win rate climbed because champions stopped losing the thread between kickoff and readout. The Feature Request workflow routed gaps to Product with deal-size evidence, and Product leadership began briefing engineering roadmap decisions on the Strkr aggregate rather than the loudest-SE anecdote. Pre-sales operations hire deferred by two quarters.

25-SE enterprise team

Technical sign-off flow plus workload rebalancing plus manager coaching views.

A 25-SE enterprise team split across SMB, mid-market, and enterprise pods ran a technical sign-off flow before every Closed Won. The handoff to CS onboarding carried over the full technical picture, and CS stopped burning the first week rebuilding context. The SE manager workload view surfaced overload across the three pods weekly, drove rebalancing before SEs burned out, and the manager coaching views scoped Monday reviews to the three deals that actually needed attention.

Dev-tools SE team

Trial environments plus integration scripts plus feature-gap heatmap.

A dev-tools company with 7 SEs runs product-led trials where the SE engages after a self-serve signup hits a technical ceiling. The POC environment flow spun up isolated sandboxes keyed to the trial, integration scripts loaded the prospect data in two clicks, and the feature-gap heatmap across the open pipeline informed the roadmap conversation every quarter. The SE team stopped feeling like firefighters and started feeling like a technical growth engine.

Security SE motion

Questionnaire library plus policy sync plus CISO review workflow.

A security-tooling vendor with 6 SEs handles 40 inbound security questionnaires a month. The answer library auto-fills 70 percent of each new questionnaire, policy updates propagate to every linked answer, and the CISO review workflow signs off before the response ships. Response SLA dropped from 72 hours to 24 hours average, and the deal pipeline stopped stalling in the security review stage. SE time on questionnaires shrunk from 40 percent of the week to 15 percent, and the SEs got that time back for discovery and demos.

See the CRM Sales Engineers run demos and POCs out of.

Start a 14-day trial with the full SE stack enabled: technical discovery panel, demo scoping with lock cutoff, POC scorecard with automated readouts, security answer library with control mapping, feature request tracker linked to Product, demo script and architecture libraries, and SE manager rollup views. One bill, one workspace, one record of truth. The pricing page lays out the per-seat line in full so there is no mystery before the trial starts, and the account-executives page shows the AE side of the deal record if that is the piece you want to pressure-test alongside the SE workflow.

See pricing Explore the AE workspace
Common questions

What buyers in this bucket ask most.

Can Strkr replace Vivun or Homerun for Sales Engineering operations?

For most SE teams under 100 pre-sales consultants on B2B SaaS, services, or dev-tools motions, yes. Strkr covers the pre-sales workflow (technical discovery panel, demo scoping, POC scorecard, security questionnaire library, feature request tracker, demo script and architecture library, SE manager rollup views) inside the same CRM the AE lives in. For teams running Vivun purely for its integration with a specific SE-ops reporting pipeline, Strkr can run alongside through API during a migration. The core value of Strkr for SE is that the SE workflow lives on the same deal record the AE lives on, so the handoff friction and tool-sprawl drag disappear.

How does the technical discovery panel differ from custom fields on the deal?

A custom field on the deal is a single-value container the admin creates and the AE forgets to fill. The Strkr technical discovery panel is a structured side panel pinned to every deal with 15 to 30 role-aware fields (stack, data volume, auth, deployment topology, SSO, data residency, integration surface, scale, security must-haves) covering the technical fit dimensions SEs care about. Each field tracks last-updated and shows age so stale items flag themselves. The panel is role-aware: the AE sees the executive summary row, the SE sees the full fill, the CS owner at Closed Won sees the same context without a handoff doc. Custom fields can augment the panel for industry-specific needs without replacing the structured base.

How do POCs work in Strkr for trials that run 4 to 8 weeks?

A POC in Strkr is a native object on the deal with pre-agreed success criteria (typically 3 to 8), per-criterion owners on both sides, due dates, pass or fail status, and automated weekly readouts to the champion. The SE edits criterion status inline, Strkr AI flags at-risk criteria before the Friday readout, and the POC comparison view at the SE manager level surfaces the trial most likely to slip. For products that run on isolated POC environments, a kickoff flow provisions the sandbox, invites the prospect users, and ties the environment back to the deal record. At the end of the POC the artifacts (criteria, environment config, integration setup) flow into the Closed Won hand-off to CS onboarding automatically.

What is the security questionnaire response motion in Strkr?

Strkr maintains a tenant-level security answer library with every prior questionnaire answer linked to the control (SOC 2 CC6.1, ISO 27001 A.12.4, PCI 10.2, HIPAA 164.312, GDPR Article 32) and the source policy. New questionnaires auto-fill from the library on a confidence score, the SE reviews instead of rewrites, and the library grows with every reviewed answer. Policy updates propagate to every linked answer so the library stays current. Round-trip import and export handles the inbound and outbound formats (xlsx, Google Sheets, GRC portals, bespoke PDF). A review workflow routes the response to InfoSec or the Security team for final sign-off before it ships. Most Strkr SE teams cut questionnaire response time from two days to a half-day for lightweight CAIQ or SIG-Lite responses.

How does the feature request workflow close the loop with Product?

A feature request is a native object linked to the deal with gap description, business impact, deal size at risk, prospect quote, and link to the account. Product reviews the request through a workflow with statuses (Under Review, Planned, In Build, Shipped, Not Prioritised), and the SE sees status on the deal record and in a tenant-level Feature Request dashboard. Patterns across deals (the same gap flagged on 12 deals adding up to $4.1M ARR at risk) surface for Product leadership as evidence, not anecdote. A scheduled update flow pings the SE monthly on open requests so the SE never has to chase Product for status, and the champion gets a credible answer when they ask the SE where the gap stands.

Does Strkr handle demo scheduling and demo environment management?

Yes. Demo scheduling runs through the native calendar and booking surfaces with team round-robin and buffer rules per SE. Demo environments are tagged by use case and persona so the SE picks the right tenant in two clicks, and environment hygiene flows reset demo data on a schedule to prevent tenant drift. For dev-tools and infrastructure products that spin up isolated demo environments per prospect, a provision flow at demo-scheduled fires the environment setup, loads the matching test data, and ties the environment back to the deal record. Click-to-join every demo from the deal, auto-record where consent is captured, and Strkr AI drafts the summary with use cases shown, questions raised, and next steps extracted.

How do SE managers coach without the team feeling surveilled?

The same views are available to the SE and the SE manager with the same filters. There is no hidden manager-only dashboard where surveillance lives behind the SE back. The SE sees their own workload view, their own POC pacing, their own questionnaire queue. The manager sees the roll across the team. Coaching conversations happen on data both parties see, not on numbers only the manager has access to. Permissions are configurable so sensitive signals (quota attainment, performance scores) can route only to the manager when policy requires, but the operational SE work (POC progress, demo scorecards, questionnaire SLA) is visible to the SE on their own record. Most Strkr SE teams report a visible drop in friction between SE and manager because the workflow is one surface, not a parallel manager-only overlay.

Also built for

Related audiences.

For Account Executives For Sales Managers For RevOps For Customer Success For SaaS For Mid-Market

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