Presales Archives

You Need This – Next Level Discovery-Driven Proposal Automation

Written by Brian Cors on September 19, 2018. Posted in Discovery Process, Presales, Proposals, Qualification.

Sitting down with a customer for a discovery meeting is an important step in the sales process. With SalesDoc Architect’s discovery-driven proposal automation you can drive more sales while spending less time in your sales tools and document creation chaos. Discovery-driven automation takes all the information related to customer requirements, needs, areas of pains, etc., then compresses it and all at once automates several steps the proposal and scope of work generation process.

Secret Costs in Your Sales Process

Written by Brian Cors on July 20, 2017. Posted in Presales, Sales Process.

When it comes to technology sales teams, there are some pretty obvious costs to having an incomplete presales process. Whether it’s lost sales opportunities, frequent staff turnover or the implementation of incorrect solutions, there are a lot of ways that having an insufficient process can reduce your bottom line. Read about 3 secret costs that could be ruining your sales process.

Vital Components for a Successful Sales Process

Written by Brian Cors on July 10, 2017. Posted in Presales, Sales Process.

We’ve identified some common components that contribute heavily to a successful sales process. Here are three parts to a vital presales structure that leads to better technology solutions sales.

Sales Proposals that Win

Written by Michael Schmidtmann on June 22, 2017. Posted in Presales, Proposals, Sales Effectiveness, Sales Process, Sales Proposals.

It’s easier than ever to create beautiful sales proposals that nobody ends up reading. Today’s buyer scans the cover page and immediately flips to the back, where the price is. Does this happen to your proposals?

Inadequate Presales Can Lead to Misconfigured Solutions

Written by Don Barrett on April 11, 2017. Posted in Inadequate Presales, Misconfigured Solutions, Presales.

Ultimately the job of technology solution providers is to leverage technology for business outcomes. It might surprise many solution providers that an adequate presales process plays such a vital role in implementing those solutions. Without a solid quote process that leads to a detailed proposal and accurate scope of work (SOW), it’s incredibly difficult to ensure the solution is configured correctly to what the customer needs. Read about the three ways inadequate presales process leads to misconfigured solutions.