Hi All,
Gururaj here. Have been in the Pre-sales industry for some time now and find it to be more challenging a career than ever before.
I have created this blog as a starting point for people who wish to express their experience and knowledge in the industry.
Responsibilities of the Pre-Sales professional
Over the years, the profession has changed to a new dimension. The Pre-sales professional does not just respond to RFPs, RFQ's or in general RFX's but is a part of coordinated effort in procuring projects for a company. People say that it is a thankless job and does not require technical skills to manage a proposal but i feel it is mandatory to have technical skills to successfully procure a project.
Who is a Professional?
A person who has the drive, passion in the field chosen and is dependent on the field for his income and has dedication and belief in the field is a true professional.
Single point of contact for Business Managers
The sales professional is completely occupied in meeting with a new prospect or talking to the existing clients for the new projects that may be in the pipeline and needs to have a support available all the time to respond better to the prospective or new client. With the proper support, s/he can concentrate on new deals with a focus on sales pitch, customer presentations and meeting face to face. Pre-sales professional can be a single point of contact for business managers and support them in multiple timezones.
Business Writer
Although, this profession is not about writing, it involves lot of technical and business writing for the clients. For example, it might involve writing a case study with a clear focus on what benefits did client's get with the company's offerings, writing technological whitepapers talking about domain strengths, writing understanding documents and so on.
Clear Communicator
In this role, the professional is an intermediary between the business managers and the project managers (Onsite, Offshore or Near shore) and plays a crucial role in understanding the clients' requirements clearly and precisely and to express the knowledge gained to the respective team either through speech or through writing. Communicating clearly will help the colleges/ respective people to comprehend early and better.
Document Repository Manager
The profile stated above might be awkward but a necessary evil for most of the companies. First of all, it is very difficult to create and maintain document repositories;making it accessible is another. The Pre-sales professional should have the responsibilities of maintaining such document repositories. This has its own benefits; Any one at any time can ask for any document and the documents should be accessible with the help of this professional. This acts as a single, centralized repository of information for the management, business managers and somebody needing information at their fingertips.
Coordinator
People are the first and vital resources for any organization. Without people, there will be no companies. Different people have different skills and every skill must be utilized for winning a deal. Here, the pre-sales professional talks at various levels to get the job done. Whether it is an RFI or an RFP or a proposal, s/he will need to talk to many people to get the data and submit it as a collective information to the clients. Coordination skills prove to be an asset for this position.
Research and Development
It is required that the professional is aware of the latest happenings in the technological space, where businesses are heading, what applications are running in the surroundings while proposing a solution to the clients. This will ensure the company's existence in the business environment, know how and know why of technologies and also the quality of Pre-sales staff.
Conference Calls
Though the calls are set for technical resources with intention to know the technical requirement, Presales should be proactive in participating in such calls for a better understanding of the requirements directly from the client since s/he will be the one who will be doing the proposal. Clients would either demo their product, share their applications and talk about the scope of projects. It is always beneficial to attend the conference calls.
Asking the right questions
We hear lot about "I know everything". This statement can sometimes mislead the team in understanding the scope of project. It is always better to ask a stupid question and get answers than submitting the quote without a proper gauge of the requirements. Asking questions to the customers, internal technical resources would result in a quality proposal that can be a project winning document for the company.
Please free to add your experiences and thoughts.
Thanks,
Gururaj,