Ghost

PLM, CAD and engineering software: what buyers say on the call, and what to say back.

The objections, discovery questions and competitor answers that come up when you sell PLM and CAD. Read them free. Or load them into Ghost and have the right one on your screen the moment the buyer says it.

6objections10discovery questions11competitors6red flags
Buyer"The licenses cost more than we pay today."
Fair. Are we comparing license to license, or including maintenance, servers, admin time and rework?

What Ghost shows on your screen during a PLM and CAD call. The buyer never sees it.

When they push back.

The objections PLM and CAD buyers raise most, what to say in the next ten seconds, and what not to promise.

"The licenses cost more than we pay today."

Fair. Are we comparing license to license, or including maintenance, servers, admin time and rework?

Do not attack perpetual licensing. Buyers feel they already paid for those seats.

"Migrating decades of CAD data is not happening."

Which data do you truly need in the new system, and what could stay in the old vault as read only?

Do not promise lossless migration of features and history without a pilot on their data.

"We built our own system for that."

That makes sense. Who maintains it, and what happens when they retire or move on?

Do not belittle the internal tool. The person who built it may be your champion.

"Not during this program. We cannot disrupt engineering."

Understood. When does the program hit a quiet stretch, and could we plan a pilot on a smaller team then?

Do not push a rollout into a critical program phase. Agree on a specific next step instead.

"Our IP and export-controlled data cannot go to the cloud."

What does security and export control require today, and is any of your data ITAR or customer controlled?

Do not claim ITAR or other compliance you have not confirmed in writing. Never guess on export control.

"We are a SOLIDWORKS shop and that is not changing."

Got it. What works well about it for your team, and what do you do outside it?

Do not run down the incumbent CAD tool. Do not claim integrations you have not tested.

Every one of these is a deal that slips a quarter if you fumble it. Ghost puts the answer on your screen while the buyer is still talking.

When they name a competitor.

Give them credit, then ask whether that vendor's strength matters to this buyer.

Siemens

Siemens has one of the broadest portfolios, from NX and Teamcenter to manufacturing software. Do you need that full suite, or is there one part of the process to fix first?

Dassault Systèmes

Dassault is known for CATIA and SOLIDWORKS and its 3DEXPERIENCE platform. How do your engineers feel about moving work onto that platform?

PTC

PTC is known for Creo, Windchill and a strong push into SaaS with Onshape. Is your priority the CAD tool, the PLM, or connecting the two?

Autodesk

Autodesk is everywhere in design, from AutoCAD to Fusion and Inventor. Which Autodesk tools does your team use today, and where are the gaps?

Ansys

Ansys is a leader in engineering simulation, and it is now part of Synopsys. How central is simulation to the way you validate designs?

Aras

Aras is known for flexible, open PLM that companies shape to their own processes. How much does your team want to configure PLM versus take it as is?

Bentley Systems

Bentley is a major name in infrastructure engineering. Is your work closer to infrastructure and plants or to discrete products?

Hexagon

Hexagon is strong where design meets the shop floor, with CAM, metrology and simulation. How much of your challenge is in manufacturing rather than design?

Altium

Altium is well known for PCB and electronics design. How tightly do your electrical and mechanical teams need to work together?

Cadence

Cadence is a leader in electronic design and system analysis. Is your challenge on the electronics side, or the mechanical and product data side?

Propel

Propel is known for cloud PLM built on Salesforce that ties product data to sales and service. Does product data need to reach commercial teams for you?

Questions that qualify the deal.

Ask these on the first call. Then dig into the pain when they say it out loud.

Qualify

  1. Can you walk me through the last part or product you released, from first sketch to manufacturing? Which tools did it touch?
  2. If I asked your engineers what wastes their week, what would they say?
  3. When the shop floor or a supplier builds from the wrong revision, what does that cost and who hears about it?
  4. What changed that made this a project this year?
  5. Besides you, who has to agree, and who would push back hardest?
  6. Is this budgeted already, and does it come from engineering, IT or a program budget?

Dig into the pain

  • "Nobody trusts the BOM." When engineering and manufacturing look at the same product, do they see the same BOM?
  • "Engineering changes take forever to get approved." How does an engineering change get from request to release today, and where does it sit?
  • "We have a mix of CAD systems after acquisitions." How do teams on different CAD tools share data today, and what breaks?
  • "Our PLM is so customized nobody wants to upgrade it." When was your last PLM upgrade, and what made it hard?

Know who is in the room.

Software engineers use to design, simulate and manage physical products. CAD tools create the 3D models and drawings, CAE tools test designs in software, and PLM systems manage parts, bills of materials, documents and engineering changes from concept to end of life. Much of it is still sold as perpetual or term licenses and run on-prem, alongside a growing set of cloud and SaaS products.

Who buys and who signs

Economic buyer
VP Engineering, CTO or a business unit leader. Enterprise PLM decisions often include the CIO and sometimes the COO.
Champion
A PLM manager, CAD manager or engineering systems lead who owns the tools and hears every complaint.
Users
Design engineers, drafters, simulation analysts, manufacturing engineers, quality, procurement and suppliers who need access to data.
Blockers
IT (servers, network, licensing servers, integrations), security and export control (ITAR, EAR, IP protection), procurement, and senior engineers attached to the CAD tool they have used for years.

Signs the deal isn't real

  • Engineers want a new CAD tool but leadership has not agreed to retrain or migrate.
  • They are using your quote to negotiate with their current reseller.
  • No one owns data migration or cleanup of legacy part numbers.
  • The project depends on an ERP replacement that has no date.
  • A major program milestone lands in the middle of the proposed rollout.
  • Export control or security requirements have not been raised yet, and the buyer is in defense or aerospace.
15 words PLM and CAD buyers use
PLM
Product lifecycle management; managing product data and processes across the lifecycle.
PDM
Product data management; vaulting CAD files and revisions, often the first step before PLM.
BOM
Bill of materials; EBOM for engineering, MBOM for manufacturing.
ECO / ECR
Engineering change order and engineering change request.
CAE
Computer-aided engineering; simulation such as FEA and CFD.
CAM
Computer-aided manufacturing; generating toolpaths for machines.
MBSE
Model-based systems engineering.
MBD
Model-based definition; putting manufacturing details in the 3D model instead of drawings.
Digital thread
Connected data from design through manufacturing and service.
Digital twin
A virtual model kept in sync with a real product or process.
Configuration management
Controlling which versions of parts make up each product.
Floating license
A seat shared across users through a license server.
VAR
Value-added reseller that sells and supports CAD licenses.
ITAR
US export rules for defense-related technical data.
Neutral format
STEP or similar file formats used to exchange CAD data.

Selling PLM and CAD: questions

What objections come up when selling PLM, CAD and engineering software?

The most common are: "The licenses cost more than we pay today", "Migrating decades of CAD data is not happening", "We built our own system for that", "Not during this program. We cannot disrupt engineering", "Our IP and export-controlled data cannot go to the cloud" and "We are a SOLIDWORKS shop and that is not changing". Each one above has a line to say back and what to avoid.

What discovery questions should I ask a PLM and CAD buyer?

Start with: Can you walk me through the last part or product you released, from first sketch to manufacturing? Which tools did it touch? If I asked your engineers what wastes their week, what would they say? When the shop floor or a supplier builds from the wrong revision, what does that cost and who hears about it? What changed that made this a project this year?

Who are the main competitors in PLM, CAD and engineering software?

Buyers most often compare Siemens, Dassault Systèmes, PTC, Autodesk, Ansys, Aras, Bentley Systems, Hexagon, Altium, Cadence and Propel.

Who buys PLM, CAD and engineering software?

Economic buyer: VP Engineering, CTO or a business unit leader. Enterprise PLM decisions often include the CIO and sometimes the COO.

How does Ghost help on PLM and CAD calls?

Pick the PLM and CAD market pack in Ghost's setup and every card on this page loads into Ghost. When a buyer raises one of these objections or names one of these competitors on a live call, Ghost shows you what to say on your screen, hidden from screen shares and recordings.

Other markets

Have these on screen for your next PLM and CAD call.

Free to start. Pick PLM and CAD in setup and Ghost loads every card on this page.