Value engagement platform to support your customer's journey.

Scaling your customer value interactions, from pre-sales to value engineering to sellers, all the way to customer success. Shark facilitates client-focused business cases, from the simplest to the most complex.


A pioneering approach to value management


With over 200 benefit calculators that are available in 6 languages, Shark can be used straight away (tailoring benefits to your own solution is also an option)


Use Shark directly with your customer to identify their current business issues and quantify the value of your solution


Shark automatically generates high impact business case outputs in Word, PowerPoint and Excel that are instantly ready for your customer to take away


Shark provides a complete environment for business case creation, sharing and storage


Create a unified and repeatable value-based selling approach across your entire organisation


Shark integrates into your CRM to help drive reporting, identify value trends and track and trace business cases against pursuits and opportunities

Used by Pre-sales

Whether you are a consulting value engineer, solution architect or product manager, use Shark to engage your customer to discover the true value of your solution. By adopting this collaborative approach, you are ensuring your customer is brought into the value conversation and will be your sponsor when you’re not there.

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Used by Sales

We have solutions to meet all of your sales teams’ requirements; from software versions with full capability to versions that feature a more simplified and easy-touch interface. All used to maintain a consistent and flexible approach to value-based conversations with your customer.

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Used by Customer Success

Customer success teams use Shark to ensure their post-implementation reviews are consistent, structured and trusted by the customer. These reviews can be held bi-annually, quarterly, monthly (or more frequently) to track baseline value KPIs and compare if you are on target with what was agreed pre-sale.

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Used by Marketing

Your customer’s value journey should start right at the beginning of any engagement with your company, most of the time this begins with marketing. We have lots of different ways to help with demand generation, prospect re-engagement etc; from designing and integrating a simple, end-user value/ROI discovery tool for your website, to interactive forms created in Shark to spark a conversation with your customer or prospect.

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This is the future of business cases

Start a session
The dashboard gives you an overview of your sessions, questionnaires, templates, presets,  and folders all in an easy to use interface. Kick start your next business case using Shark.
Use the benefit calculators within Shark to quantify the value of your solution. Each benefit is a conversation for you to have with your customer about their current situation and how your solution can improve it.
Return on Investment
Net Present Value (NPV), Internal Rate of Return (IRR) and Payback are automatically calculated and displayed on the dashboard once you have included benefits and costs in your business case.
Business cases
Generate long and short form reports, business case preparation document, presentations and spreadsheets in standard or your own customised templated outputs ready to give to your customer.
Gather data
Use Shark’s interactive online and customer branded questionnaire throughout the value engagement. By sending the questionnaire you are giving your contacts access to your chosen benefit calculators so they can either add their own information or confirm any data already entered. When submitted, this automatically updates the business case in Shark with your customer’s data.
Start with a template
Shark can be shipped with pre-defined templates / business case samples that are tailored to your requirements (e.g., by solution, industry, customer, pricing etc.) giving you the perfect way to start a business case session.
Compare sessions
A brilliant feature to be used by sales and value engineers as well as customer success teams. You can select up to 10 business case sessions for comparison, view the session details further and generate a report or spreadsheet to give to your customer.
Your own calculators
Your company, products or customers may be unique therefore the conversations and language that you use may be very specific. Shark’s benefit calculators can be customised to ensure they clearly reflect the conversations that you are having.
Use your brand
We can incorporate your company logo and brand colours, designs and themes into the software and outputs.
Choose your device
Shark can be used on any device: mobile, tablet, laptop etc. Plus, it can be used with or without internet connection so you can create a business case anytime, anywhere!
More features

“I use an Excel spreadsheet to calculate ROI so why should I use Shark instead?

Customers do not respond to Excel spreadsheets
Updating and changing a tool built within an Excel spreadsheet is not easy
Shark delivers a unique discussion technique that can identify and help create agreement on the benefits your customer will receive from your solution
Sales teams do not like using Excel spreadsheets for building business cases
Shark is safer in an increasingly security conscious world
Excel does not allow flexibility for live shaping of business cases to suit customer requirements
View Shark vs. Excel

What are people saying?

Building a sound business case is the foundation for any Enterprise software purchase. Often, we find that our internal Champions are part of the acquisition process for the first time and have no experience in setting up a credible business case structure. By incorporating Shark Finesse into our Enterprise sales process, we can act as trusted advisors. Sharing our own product experience, wrapped up in the valuable outputs that SF offer. This is so effective that we have incorporated a SF questionnaire into our Salesforce workflow. This allows our Accounts Executives to quickly and consistently get into the tough “value” conversation that is critical in any of today’s enterprise deals. We find that it is very rare for our prospects to truly understand their detailed cost of operation and it is therefore difficult to define value and returns. Working with SF we have the ability to surface that “value” much earlier in the sales process and focussing our conversations to where it matters for our prospects and customers.

Lee Child

Shark Finesse has proved an extremely useful tool to Wealth Dynamix in more quickly, easily and accurately articulating the business value delivered by our solutions.

Johnny Beloe

We have been using the Shark Finesse software for over a year, to help our business development team to develop clear and accurate financial business cases for our new clients. The software is incredibly user friendly and the Shark team could not have been any more helpful in terms of set-up and customisation. It has improved the way that we do business significantly and added a very valuable step to our sales process. It has never been easier to clearly illustrate the financial benefits of buying our software, which helps us massively as we try to grow our business. Our customers have commented on how easy the metrics are to understand, and in almost all cases, our clients will use the outputs and reports to build into their own internal financial reporting. We would have absolutely no issue recommending the Shark Finesse software to other businesses.

Nicky Boyle

ANS started using Shark as we wanted to develop a structured process for collaboratively engaging customers with value conversations and building business cases. We have already seen fantastic results with customers, indeed a number of them contacting Shark Finesse themselves as they have been so impressed. The Shark platform now forms the underlying structure for our value engineering team for all our engagements and enables us to deliver value to our customers. The team at Shark Finesse are always quick to help and nothing is too much trouble, we would not hesitate in recommending them and their software to anyone that wants to put value as the focus of their customer conversations.

Gareth Ainsworth

" required the Shark Finesse solution to deliver Business Value Assessments for our customers, to demonstrate the value and savings they could realise through the delivery of Microsoft Dynamics and’s services. The Shark Finesse team are very professional, helpful and supported the team to integrate the use of their software tool alongside our existing processes. Our customers have also commented on how easy the Shark tool and deliverables are to understand and use internally as part of a business case to demonstrate the value of migrating to Microsoft Dynamics 365."

George Morton

"Fast return on investment. Whether manufacturing, wholesale or services - our ERP system is geared to the requirements of medium-sized companies to the core. Our aim is to quickly generate added value for the business with our solution, to support business processes, identify potential for optimization and generate growth. For us, a good ERP investment includes a quick ROI. It has never been easier with Shark Finesse to clearly show the benefits and the ROI for our customers and prospects in a structured manner. Shark Finesse helps us to develop the business case quickly and professionally. Thanks to the sophisticated cloud software, we get the results very easily at the push of a button."

Andree Albrecht

"Sales is ever evolving and Siemens puts great emphasis on developing its professional sales force, delivering insightful solutions that bring real value and innovation to our clients operations. To help us achieve this we have utilised Shark's tools for a number of years, their team are highly professional and a real pleasure to work with, tailoring the platforms to meet our own and our customers needs. We can always rely on Shark, and look forward to future collaborations together."

Sean McDonagh

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