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pre-sales training for software professionsL

Nerul, Mumbai


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About the Course

Pre-sales as an end-to-end process is a crucial part of any organization’s strategy for sustenance and growth. Though during the early days of the IT industry, this process was not considered so important, in the recent times it is claiming its place along with the other important processes such as sales and delivery. Pre-sales is the process that effectively matches the customer requirements with organization’s services and products and acquires the customer, therefore is demanding on technical, business and people skills. To effectively deal with competition and to win the confidence and trust of customers, it becomes extremely important to engage in a process that is robust and standardized, and at the same time flexible and embeds enough creativity to win business deals.

Topics Covered

1. To get a good understanding of the overall pre-sales process
2. Get to know about the various roles that are involved in the pre-sales process, and what are the role responsibilities, including that of the pre-sales person
3. Get a good understanding of the nature of engagement between the various roles and with the customer, and the many pitfalls and dilemmas a pre-sales person has to handle
4. Get a thorough understanding of writing responses to RFPs and RFIs, which is normally called as the proposal writing
5. Get a hands-on experience of proposal writing and the various engagement processes within the organization and with the customer
6. To learn to strengthen an existing pre-sales process by means of creating a general framework for standardizing, implementing best practices and feedback mechanism

Who should attend

software/IT professionals with more than 3 yrs of experience , who want to get into pre-sales function and jobs


software development experience, more than 3 yrs of experience

What you need to bring


Key Takeaways

a good overview of the pre-sales function and role in software organizations. The roles and responsibilities, soft skills and other skills required
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About the Trainer

Vijaya Devi

Consultant & Trainer

Fundamentally an IT professional, I work at the intersection of techno-managerial processes and people processes. I consult and train in the areas of software project management and software process improvements, pre-sales, change management and team building interventions, helping project team focus on issues that are immediately relevant in improving project performance.
I am a CSM (Certified Scrum Master), PMP and an Agile evangelist. My work on Agile focuses on transformational issues, role transitions, designing of socio-technical work structures and new leadership styles.
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Course Id: 14420