What tools should be used?
Posted: Thu Jan 23, 2025 4:40 am
To complete pre-sale tasks, a regular work laptop with an office suite installed and some additional programs is enough:
spreadsheet editor - for calculating project economics and accelerating the processing of incoming requests;
text editor - necessary for creating a commercial proposal, working with technical specifications, requirements, descriptions and other initial information from the customer;
project management system - for the formation of resource plans and verification of the feasibility of project implementation by the current team of specialists;
CRM system and task tracker - for working with tasks;
VKS system and messengers - for prompt online interaction with the customer, technical specialists or sales manager;
mail, calendar and knowledge bases.
This is the optimal set of tools. The minimum is text and spreadsheet editors, mail. The pre-sales software package depends on the tasks performed and the level of detail of the pre-sales process established in the company.
Where to study to become a preseller
Russia does not have its own pre-sale school. It is not taught in universities and colleges; there are no special courses, webinars or trainings. Therefore, a future pre-seller has nowhere to study, he can only become one right away.
There are two options for getting into pre-sale in IT companies:
Come as an intern - learn from experienced specialists.
Change the type of activity in the company, for example, a technical specialist can move to pre-sales.
In the first case, a mentor can be a specialist who bulgaria telegram number database has been working in the company for some time in a pre-sale position. The role of a mentor in the development of a novice specialist is very important. A newcomer learns faster when there is a person who can give some kind of knowledge summary, explain incomprehensible information and tell how to apply their skills in practice. It is important not to be afraid to ask questions, because, unfortunately, there are not many materials on pre-sale in the public domain.
There are currently many internship vacancies on the market, as well as open positions for junior pre-sales engineers. It is profitable for businesses to train newcomers because they are formed as specialists for specific tasks and areas.
The first projects for a beginner presale are either very easy or are carried out with a mentor. But each time their complexity increases, the level of independence increases, and the responsibilities performed within the presale expand. Thus, the intern gradually learns from his mistakes, understands the processes and features of the work better and better, and subsequently increases his expertise in a specific area.
The second option is a transfer within the company. A specialist with a good technical background can do well in pre-sale, especially if he has knowledge in the field of economics, project management or sales. In this case, the company can get a very technically savvy pre-sale engineer, and the employee will continue to develop in a direction that is interesting to him.
spreadsheet editor - for calculating project economics and accelerating the processing of incoming requests;
text editor - necessary for creating a commercial proposal, working with technical specifications, requirements, descriptions and other initial information from the customer;
project management system - for the formation of resource plans and verification of the feasibility of project implementation by the current team of specialists;
CRM system and task tracker - for working with tasks;
VKS system and messengers - for prompt online interaction with the customer, technical specialists or sales manager;
mail, calendar and knowledge bases.
This is the optimal set of tools. The minimum is text and spreadsheet editors, mail. The pre-sales software package depends on the tasks performed and the level of detail of the pre-sales process established in the company.
Where to study to become a preseller
Russia does not have its own pre-sale school. It is not taught in universities and colleges; there are no special courses, webinars or trainings. Therefore, a future pre-seller has nowhere to study, he can only become one right away.
There are two options for getting into pre-sale in IT companies:
Come as an intern - learn from experienced specialists.
Change the type of activity in the company, for example, a technical specialist can move to pre-sales.
In the first case, a mentor can be a specialist who bulgaria telegram number database has been working in the company for some time in a pre-sale position. The role of a mentor in the development of a novice specialist is very important. A newcomer learns faster when there is a person who can give some kind of knowledge summary, explain incomprehensible information and tell how to apply their skills in practice. It is important not to be afraid to ask questions, because, unfortunately, there are not many materials on pre-sale in the public domain.
There are currently many internship vacancies on the market, as well as open positions for junior pre-sales engineers. It is profitable for businesses to train newcomers because they are formed as specialists for specific tasks and areas.
The first projects for a beginner presale are either very easy or are carried out with a mentor. But each time their complexity increases, the level of independence increases, and the responsibilities performed within the presale expand. Thus, the intern gradually learns from his mistakes, understands the processes and features of the work better and better, and subsequently increases his expertise in a specific area.
The second option is a transfer within the company. A specialist with a good technical background can do well in pre-sale, especially if he has knowledge in the field of economics, project management or sales. In this case, the company can get a very technically savvy pre-sale engineer, and the employee will continue to develop in a direction that is interesting to him.