We Supercharged Our Pre-Sales Team Around Agents. Here’s the Whole Map.
Blog post from Socure
Socure describes how its shift from point identity products to a broader platform model exposed the need for better customer-context capture, solution readiness, and alignment between commercial and technical deal progress. To address an unsustainable solutions-consultant workload, the company developed an agent-driven pre-sales operating model across three layers: Deal Intelligence, which creates and maintains living solution records, detects technical-commercial gaps, and supports post-sales handoffs; a Post-Call Cowork Suite, which automatically produces call briefs, sales coaching, next-meeting plans, and assigned action items; and OrangeHQ, a personal operations dashboard that triages email and Slack, prepares meeting materials, and consolidates tasks. The approach evolved from manually created Solution Readiness Documents, which revealed repeatable patterns suitable for automation, and emphasizes modular single-purpose agents, shared context, and cautious read-only defaults to build trust. Socure presents the model as a way to automate repetitive administrative and context-assembly work while preserving human focus on customer understanding, solution design, and relationship-building.
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