Peak Atlas

Software & technology

The buying decision begins long before the demo appointment.

SaaS, business software, IT and technology companies sell to people who compare first, check alternatives and align internally. Being visible isn’t enough – the path from interest to trial access, demo and contract has to hold.

Analyze my shop

Initial consultation – we look at the comparison situation, demo qualification and handovers in the funnel.

Cut-out composition: a white hand feeds a blank card into a brass printing press that outputs burgundy cards – a metaphor for repeatable, automated work.

Three diagnostic questions

Three questions before the conversation

With these answers, the initial consultation gets concrete.

  • What share of your demo appointments actually fits the product?
  • What exactly happens in the first seven days of a trial?
  • What information does sales get when an inquiry is handed over?

Business model

What makes the software business special

01

Comparison is the normal case

Prospects look for alternatives to existing providers and put options side by side. If you don’t answer the comparison question, you aren’t compared – you’re overlooked.

02

Several roles decide

Business unit, IT and management have different criteria. An argument that convinces one role can block another.

03

The trial is part of the sale

Trial access or a pilot often decides more than the conversation. Without guidance, a trial ends silently.

Three bottlenecks

What it typically hinges on

01

Demos without qualification

Appointments are accepted without knowing use case, role and timeline. That costs the most expensive resource in sales.

02

Trial phases without a progression

After sign-up nothing defined happens. Nobody knows whether someone has reached first value.

03

A break between marketing and sales

Inquiries are passed on, but without context. Sales starts every conversation from scratch.

Starting points

Where we start

  1. 01

    Answer comparison and alternative questions

    Content and ads address exactly the questions asked during comparison – factual, without claims about competitors.

  2. 02

    Set demo qualification

    What details an appointment needs, who conducts it and when it is declined.

  3. 03

    Trial phase with a progression

    Defined steps to the first visible benefit, with a contact person and fixed touchpoints.

  4. 04

    Clean handovers in the CRM

    Context from marketing reaches sales in a structured way – use case, source, open questions.

Deliverables

What you end up with

  • Collection of comparisons and objections

    The questions actually asked in conversations and search, with agreed answers.

  • Qualification criteria for demos

    Binding minimum details and reasons for decline.

  • Onboarding and trial flow

    Steps, owners and touchpoints up to first value.

  • Search & AI assistants channel plan

    Which situations are served by ads and which by content.

Documented cases

Documented cases from software and SaaS

Two projects from the software sector with the service provided in each.

SaaS · Device Management: performance work for market entry in Germany. Jamie CRM: product and interface work for a CRM tool. No other services were provided there.

Example

Example scenario (not a customer case)

A software vendor regularly receives demo requests, a large share of which don’t fit the product. Trial accounts expire without support.

  • Demo appointments require a use case and a role
  • Every trial phase has a defined first point of value
  • Marketing context is handed over in the CRM, not reconstructed in conversation

What we don’t do

What we don’t do

We don’t develop software and make no statements about competitors’ products.

  • No product development, no technical consulting
  • No forecasts of revenue, pipeline or conversion

Frequently asked questions

Clearly answered.

We sell to enterprise. Does this fit?

In part. The longer the purchasing process and the more committees involved, the more the work shifts from channels to qualification and guidance. We say so openly in the initial consultation.

We have product-led growth. Do we need sales?

Not necessarily. Then the focus is on the trial phase: achievable first value, defined steps and recognizable signals for making contact.

How do you handle comparison content?

Factual and without claims about other providers. We describe what your product is built for and what it is not.

Start with Clarity. The rest follows.

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