Presales
About Presales
Presales
is a process or a set of activities/sales normally carried out before a
customer is acquired, though sometimes presales also extend into the
period the product or service is delivered to the customer.
The
task of a presales person starts from the initial contact phase and
often ends once the customer has been acquired i.e. sale is made. In
some cases, pre-sales also will provide some initial or post-sale
transitional support.
Why is Presales important?
Benefits of Pre-Sales
• Efficiency in the sales process - Pre-sales support brings their
technical expertise and thorough understanding of the potential client’s
needs to every step of the sales process.
• Winning new
customers - In B2C sales, pre-sales support is essential to educating
consumers about the product, service or SAAS offering they are
interested in.
• Consistent client satisfaction - The involvement
of pre-sales support in the sales process increases the likelihood of
the product or technology being the right fit for the customer, and also
streamlines implementation where applicable.
Who should take the Presales Exam?
• Sales professionals
• Technical experts
• Entrepreneurs or Innovators
• Anyone who wants to assess their pre-sales skills
• Sales managers and senior executives
• Pre-sales consultants
• Professionals working in outsourced companies responsible for pre-sales
• Any professional with skills and knowledge on pre-sales
Presales Certification Course Outline
1. Theories of Selling
2. Prospecting, Objection Handling, and Closing
3. Sales Forecasting
4. Functions of Salesperson
5. Sales Management
6. Pre-Sales Management