What is Pre Sales? Why is it important to have in organization?

“How you sell matters. What your process is matters. But how your customers feel when they engage with you matters more.” – Tiffani Bova.

Pavitra K · 18 Dec 2018

Importance of Pre-Sales in an organization

TThe pre-sales process is the specific set of activities that lead up to winning a new contract or acquiring a new customer. Companies generally have a pre-sales team in place which is sometimes referred to as sales support. The pre-sales team handles a lot of the implementation of the sale and occasionally handles the follow-up as well. The pre-sales process can usually be broken down into two different sets of activities: Planning and Preparing. These activities involve developing methods or strategies and can include things like:

Rovia Solutions is implementing below marketing strategies, hence we suggesting you too.

  • Prospecting
  • Product research
  • Researching your industry or the competition
  • Evaluating your products or services in relation to your competition
  • Creating strategy calls

The pre-sales process begins when the initial contact is made with the prospect. In a sales cycle the typical steps includes such as:

  • Finding and initiating contacts with prospects
  • Identify the prospect’s needs
  • Make an offer
  • Manage objections
  • Close the sale
  • Ask for referrals

A salesperson is responsible for networking and initiating contact with prospects, setting up customer meetings, and sending proposals. And most importantly, a salesperson is responsible for closing the sale. Salespeople will usually have a personal quota they have to meet every month. Rovia Solutions exactly knows to handle the presales for your business. The pre-sales process and the sales cycle should work together, stages of sales cycles would include the following

01. Finding New Leads

Thanks to advances in technology, a salesperson now has more opportunities to find new prospects than ever. However, this doesn’t mean all of those prospects are worth pursuing. Before the sales team begins working with a new prospect, Rovia solutions will qualify the pre sales opportunity to make sure it is worth your company’s time and resources to pursue.

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02. Initial Contact with Leads

Once the lead is qualified, the pre-sales team is responsible for figuring out what problem the customer needs solving. This will help you build rapport with your potential customers and help them begin to believe that you are able to deliver on what you are offering.

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03. Presenting the Proposal

The pre-sales team is responsible for putting together a proposal that will summarize the service being provided to the customer and what resources will be used to deliver that service. The pre-sales and the sales teams should be in agreement on the terms outlined in the proposal. Once it is finalized, the salesperson will deliver it to the customer.

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04. Customer Solutions

In spite of what its name might imply, the pre-sales process does not end once the customer has been acquired. The pre-sales department is also responsible for the technical aspects of finding solutions to the customer’s problems. This can be things like timekeeping, responding to unhappy customers, or knowing how to engage with the customer. This is important because customer retention is a key aspect of growing any business.

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Importance of pre sales in an organization

Pre sales process should be carried out in an organization in order to understand the market dynamics, market size and major players which would be helpful for an organization to design the product accordingly and launch it in the market.It also helps us to understand customer better and competitors in the market.Hence presales activities are considered to be as backbone of the excepted sales result in an organization.Rovia solutions has strong pre sales team and can play a vital role on your business’s pre sales as the team analyzes and generates the leads from the most suitable clients. Rovia Solutions has successfully done many pre sales projects according to the client needs.

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