Introduction to Pre-Sales (Career Transition Guide)
Embark on your pre-sales journey with confidence. Our course introduces the fundamentals, role expectations, and essential skills for a successful transition into pre-sales.
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Instructor: Seif ElBakry
Course Overview
Embark on your pre-sales journey with confidence. Our course introduces the fundamentals, role expectations, and essential skills for a successful transition into pre-sales.
All you need to know about the course
For professionals transitioning into pre-sales, this course provides a solid foundation. Explore pre-sales responsibilities, customer engagement, and how to align technical expertise with business value.
This course serves as the Presales techniques and soft skills on Boarding
- New to Pre-sales Career Shift Taking part in some pre-sales activities Solution Architect Solution Principal
- Professionals looking to transition into pre-sales roles
- Technical experts interested in customer-facing positions
- Sales professionals wanting to enhance their technical skills
- Understanding the pre-sales role and responsibilities
- Developing effective customer engagement skills
- Aligning technical expertise with business value
- Introduction to solution selling
By the end of this course, participants will be able to:
- Understand the core responsibilities of a pre-sales professional
- Effectively engage with customers and understand their needs
- Translate technical features into business benefits
- Collaborate effectively with sales teams
| Module | Topic | Exercises/Outcomes |
|---|---|---|
| Module 1 | What is Presales and his Role/Function | Know types of Presales. The Sales Cycle and your role in it at every stage. |
| Differentiate between a Presales Role & Presales Functions or activities | ||
| Module 2 | Essential Characteristics of Presales | Whether you are going to change career of just will do functions of a presales, there are few things that you should know and the essential characteristics and basic skills you should gain |
| Module 3 | How to Make your Discovery and why is it important | On of the essential Roles of a presale is to understand the customer pains and requirements. |
| Differentiate between requirements and pains, and how to find each | ||
| Module 4 | Turn your Discovery to a Demo or Presentation | Reach the true requirements and pains of your client, and what he seeks in his solution. Or educate him if he has no clear solution. |
| Module 5 | RFP - RFI | |
| How to write your proposal | The job is not complete if you can read your RFP/RFI and respond to it, you do not want to mess it up at the end. This is your primary contract of agreement. | |
| Workshop 2 | Discovery to Solution | This is the essence of the course, if we get the experiences required this job will be easier with our client’s once we are able to tackle and find their pains and objectives |
Technical back ground about software or IT discipline
