What you'll learn
Learn the entire gamut of presales activities and processes carried out in Software companies
Presales role basics and mandatory skills requirements
Presales role differences in IT product and service based companies
Bid tracker and Proposal template walk-through
Introduction to Bid Management, Solution Consulting and product Demo
Benefits, Challenges, Roadmap and Path ahead for Presales Consultants
General Questions with Answers and Pro tips to be successful in Presales
Requirements
No professional experience or special skills required to take up this course. You will learn all the information related to IT Presales in this course and you can assess yourself whether you are a right fit for this role or not.
Description
Hello everyone, Welcome to the world of Presales!This course, "IT Presales Management Masterclass: Complete Beginners Guide" is a comprehensive course on the entire gamut of presales activities carried out in both product-based and service-based IT companies.Presales Masterclass course starts with Introduction to Presales which gives a quick overview on what is Presales, who is a presales consultant and what are his/her characteristics, why presales are important in the growing IT sector along with some of the general rules to be in Presales domain. We also discuss the required primary and secondary skills to be honed by the Presales consultants for a successful career in this domain. On completion of this section, you should be able to assess whether you are a correct fit for this role.Moving on, let's decode the presales role in detail. In general practice in the IT sector, we have both product-based and service-based companies. We will understand their business model, role, and exposure of presales consultants between these companies, the general presales process followed in service-based and product-based companies. As an outcome on completion, you should be able to decide which type of business model suits you better and be able to choose wisely and move ahead in your career.In the next section, we will discuss the Bid Management process in detail. We will understand the importance of Bid Management and some of the must-know standard documents followed in Bid Management practice. Also, we will have a walk-through on the Bid Tracker template which is used to track all the activities involved in Bid Management along with a standard proposal template walk-through. Here, we will go about all the important sections to be listed and highlighted in any business proposals to the customers. At the end of this section, you will have a fair idea of Bid management alongside a comprehensive handy template to get started in your Presales career.Moving on, let's understand the role of Solution consulting, which is mainly followed in IT product companies. Here, we will understand the importance of solution consulting, product demo, characteristics of solution consultants, must-know documents, and mistakes to avoid during a product demo with a prospect. We will also touch upon the differences between POC and Pilot processes which are very common business practices followed in any product company. On completion of this section, you will have a very clear idea of the expectations and process workflows of Presales consultants in any IT product company.Presales is all about wearing multiple hats. Although we have multiple primary activities to be executed, we also support multiple business teams such as Sales, Marketing, Market Research, and project team during the entire lifecycle. I will share some of the prime activities where we would be involved based on my Presales experience.Additionally, I will also share some of the good-to-know information to be in the Presales domain. We will discuss in detail the available benefits to be a Presales consultant alongside the existing challenges. We also touch upon the roadmaps like who can become a Presales consultant and what is the path ahead of Presales consultants if they wish to move to other practices in the later part of their career. In the end, I will share some basic tools that are used by Presales consultants along with some basic acronyms that are very common and popular in the Presales fraternity.That brings us to the end of our Presales Masterclass course which covers most of the must-know topics in Presales. On a whole, at the end of this course, you will have a very good idea about the Presales role and you should be in a position to decide whether this role suits your passion and interest. This role is designed for both freshers and experienced professionals if they wish to switch their careers in the mid-way.
Overview
Section 1: Introduction and Agenda
Lecture 1 Course Introduction
Lecture 2 Course Agenda
Section 2: Introduction to Presales
Lecture 3 What is Presales?
Lecture 4 Who is a Presales Consultant?
Lecture 5 Why Presales is Required in IT Industry?
Lecture 6 General Rules of Presales
Lecture 7 Primary Skills of Presales Consultants
Lecture 8 Secondary Skills of Presales Consultants
Section 3: Decoding Presales Role
Lecture 9 IT Product Based vs Service Based Companies
Lecture 10 Presales Role in Product vs Service Companies
Lecture 11 Presales Process in Services Based Companies
Lecture 12 Presales Process in Product Based Companies
Section 4: Bid Management
Lecture 13 Introduction to Bid Management
Lecture 14 Must Know Documents in Bid Management
Lecture 15 Bid Tracker Template Walk-through
Lecture 16 Standard Proposal Template
Lecture 17 Proposal Template Walk-through
Lecture 18 Checklist for Proposal Submission
Lecture 19 Job Responsibilities in IT Services Company
Section 5: Solution Consulting
Lecture 20 Introduction to Solution Consulting
Lecture 21 Must Know Documents in Solution Consulting
Lecture 22 Importance of Product Demo
Lecture 23 Common Demo Mistakes To Avoid
Lecture 24 Proof of Concept vs Project Pilot
Lecture 25 Checklist for Product Demo
Lecture 26 Job Responsibilities in IT Product Company
Section 6: Support Activities
Lecture 27 Sales Support Activities
Lecture 28 Marketing Support Activities
Lecture 29 Market Research Activities
Lecture 30 Project Handover to Implementation Team
Lecture 31 Post Sales Support Activities
Section 7: Good-to-know Info
Lecture 32 Presales Benefits
Lecture 33 Presales Challenges
Lecture 34 Roadmap to Get into Presales
Lecture 35 Path Ahead for Presales Consultants
Lecture 36 Basic Tools Requirements
Lecture 37 Must-know Acronyms for Presales Consultants
Section 8: Course Conclusion
Lecture 38 Tips to be Successful in Presales Role
Lecture 39 Common Questions About Presales
Lecture 40 Course Summary
Lecture 41 Thank you!
Presales Consultants, Bid Managers and Sales Engineers during their initial days in the career,Professionals in Sales, Marketing, Market research, Business Analysts, Project Managers and Technical or Support team members who are interested or evaluating to move into a Presales role.,Freshers who are interested to start their career into IT industry without any coding or technology background.


Homepage

https://www.udemy.com/course/start-your-it-presales-journey/

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