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Technical Pre-sale Step by Step: Complete course

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Principles and procedures to become an expert pre-sales consultant from scratch
1
1/5
(68) Ratings
240 students
Created by Luis Conde
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What you'll learn

  • Presales consultant
  • Complete structure of a winning bid
  • Development and analysis of economic offers
  • Key concepts: RACI matrix, RFP, RFI, MoSCoW method, …
This course includes:
5.5 total hours on-demand video
5 articles
0 downloadable resources
49 lessons
Full lifetime access
Access on mobile and TV
Certificate of completion
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Course content

Requirements

  • No sales or technical experience required

Description

Learn about the complete cycle of technological sales and pre-sales, the role played by a pre-sales consultant, strategy and dialogue with the different actors involved in a sale: delivery teams, sales team, stakeholders and clients.

During the course we will see all the points necessary to know the elements of a winning offer, from the introduction and presentation, through the necessary sections of technological description and architecture, to the budget creation model based on human costs, material costs (infrastructure, licenses, offices) and commercial margins.

Learn to be one of the most sought-after profiles in the technological market. The pre-sales profile is a key role within any large organization, since its role involves communication with the client, to understand their problems, and is capable of offering a technological solution based on the capabilities and knowledge of the company’s specialized teams.

Who is this course for?

  • For those who have made their professional career in the technical field and want to take a step towards the sales process

  • For sales executives who need to understand the more practical aspects of how to obtain an offer that meets the clients’ requirements

  • Expert consultants who want to expand their knowledge in the management and preparation of service offers and commitment to the client

Who this course is for:

  • Specialist technicians who want to move to the purchasing departments or salespeople who want to specialize in technical issues
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