
Hybrid sales blends in-person and online channels to reach diverse buyers, using websites, chatbots, social media, webinars, and CRM tools to tailor engagement and close high-value deals.
Explore the buyer journey in hybrid sales, from initiation to renewal, through online and in-person channels like social media, email, and trade shows, including onboarding, usage, and renewal decisions.
Learn how cross-functional teams in a hybrid sales model identify customer needs, develop solutions, and present them via proposals, demos, and onboarding.
Examine the CRM software buying journey and the closed-loop path from needs to contract, focusing on self-service information, demos, trials, and a use case for adding a new customer.
Identify buyer needs to tailor your CRM pitch, present relevant features, offer demos or trials, negotiate pricing, finalize a contract, and provide post-sale support and accessible information for implementation.
Develop and update content across social media, email, and websites to support presale solution consultants, identify customer needs, and showcase demos and simulation videos.
Stay ahead by mapping the competitive landscape and leveraging customer data and analytics to personalize multi-channel information, proposals, and decisions.
Plan and test technical demos, outline goals, prepare materials, and engage audiences with concrete examples; explain POC, prototype, and posse steps and enable post-purchase training and follow-up.
Develop soft skills and digital presentation skills to engage clients, prospects, and colleagues clearly and effectively. Build cross-functional relationships, manage time, adapt to change, and enable successful virtual pre-sales meetings.
This rapid investment in digital technologies is making the role of presales solution consultants more important. Presales solution consulting is also known as sales engineering, solution architecture, solution consulting, and system engineering.
In the changing nature of technical purchasing the buyer often prefers to self-educate. The buyer also would like to experience the product on their own. This discovery process has only elevated the need for sales to sell technology more effectively. Presales solution consultants are directly responsible for technical discovery, presentation, product demonstration, solutions development, and evaluation management. Thus, the sales team increasingly relies on presales to drive this highly technical phase of the sales process, and to do so much earlier than before.
To address the above challenges this course has been designed. In this course you will explore the hybrid sales environment and its impact on presales solution consulting. As a presales solution consultant, you will become familiar with techniques of hybrid sales. These techniques involve using a variety of channels and tactics to reach and engage potential customers, such as social media, email, webinars, and virtual events, as well as more traditional methods like face-to-face meetings and trade shows.
You will be able to map buyer’s journey with their actions, identify the touchpoints and align your presales processes. As a presales solution consultant, you will engage the customer in identifying their needs, offering solutions, helping them in buying decision making, onboarding, and supporting them in using your product and services.
During the course you will develop skills to effectively communicate the value of the company's offerings to customers in both virtual environment and in-person meetings. Through this course you will also develop collaboration skills to work with all other stakeholders both in virtual environment and in-person.