1. Team forming

We select a Pre-Sales team from your employees or help to hire it. The final team will cover all your future Pre-Sales needs and will be connected with Sales and other departments.

2. Team education

We educate the new Team about the Pre-Sales process. We have a set of programs created for different roles of Pre-Sales team members. You can read more about our education here.

3. Process development

Together with the educated Pre-Sales team, we develop such processes as request handling, process development etc. It’s developed with applying of feedback from all involved parties. Finally, together with management, we set up all the needed Pre-Sales KPIs

4. Deliverables creation

As a part of this step, we create a set of Deliverables which is specific for the company and the new Pre-Sales process. Deliverables include such templates and examples as HLE, SAD, BRD and more. Here you can get more details about deliverables.

5. Knowledge Base creation

We create knowledge base instruments including Project Showcase Library and RFI Dictionary, Pre-Sales History. It will accumulate and easy provide all materials which Pre-Sales will require during request processing. We also discuss how to fill it with existing data if you have it.

6. Dry run

In this step, we educate the Pre-Sales & Sales team how to use the created process and make some dry run on test requests. It also includes education about your Delivery capabilities. Finally, the team is ready to be involved in real request handling.

7. Launch

We support the Pre-Sales & Sales team on first request, check how the process works and resolve raised issues.

Finally, you have your winning Pre-Sales, which will be iteratively grow and improve themselves.