Technical Pre-sale Step by Step: Complete course

We are starting a new topic where we will see what the role of Pre-Sales Consultant consists of, what other names it is known by, as well as the tasks that are focused on in this position.

With an example, we will see the need for this profile in technology companies.

NOTE: From now on, at the end of each topic (which will have a number of lessons), you will have the opportunity to know what you have learned thanks to a short test. You can repeat it whenever you want.

At the end of the course you will be able to demonstrate what you have learned.

Remember, in each chapter you have all the presentations in English so you can download them.

Remember, in each chapter you have all the presentations in English so you can download them.

Using the example of CPQ platforms (Configure, Price & Quote) we can see how the pre-sales profile was born. This type of tool is very useful for companies with a large number of products whose configuration, types of discounts and customizations offer very varied prices.

Just as important as knowing the definition of the Presales profile is knowing which tasks are not specific to this profile. In this way, we will be able to limit the responsibilities and tasks that we have to do and which ones should be assigned to other profiles in the company. Recognize which tasks correspond to you and which ones should be assigned to other profiles, in this way the work will be more productive and will improve the company's value chain.

Remember, in each chapter you have all the presentations in English so you can download them.

In this lesson, we'll detail some of the skills required for our role. Recommended experience and required training. All of this is within the context of a recommendation, with the understanding that it will be geared toward a senior profile.

Remember, in each chapter you have all the presentations in English so you can download them.

Remember, in each chapter you have all the presentations in English so you can download them.

And now for some best practices for your work as a pre-sales engineer. After the video, I'll share some recommendations for properly managing customer expectations.

Below is a list of challenges a pre-sales team faces that will largely determine the functional area in which they can specialize. These challenges determine different areas of focus, and therefore, if we have multidisciplinary teams, we can specialize pre-sales engineers in one area or another (or even several).

Critical thinking is the ability to analyze and evaluate the consistency of reasoning. Critical thinking is not a new concept by any means; in fact, its origins date back to ancient Greece: Socrates and his maieutics, Plato and his dialectics, Aristotle and his rhetoric.

Remember, in each chapter you have all the presentations in English so you can download them.

The Pareto principle (also known as the 80/20 rule, the law of the vital few and the principle of factor sparsity) states that for many outcomes, roughly 80% of consequences come from 20% of causes (the "vital few").

In section 4, many platforms that fit within one of the 5 focus areas for a pre-sales department were seen in passing.

As an annex, we incorporate a small list of the most successful applications on the market