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Thoughtful Presales

Reflections on the life of Software Presales, Sales Engineers (SE) and Technical Sales

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Tag Archives: #Presales

Thinking about… Presales Career Paths

Where can I go after a role in Software Presales?

Let’s take a brief look at the Pros and Cons of the most common steps I have seen people take.

Posted byMatthew BertramMay 9, 2021January 9, 2024Posted inCareer, ManagementTags:#Presales, Career, CareerPathLeave a comment on Thinking about… Presales Career Paths

Thinking about… Job Interviews

Meeting a potential customer and presenting your solution is not that different to a job interview. You want to make a good impression, form a connection with the customer, and progress to the next round.

Posted byMatthew BertramApril 25, 2021January 9, 2024Posted inCareer, SkillsTags:#Interviews, #Meetings, #Preparation, #Presales, #TipsLeave a comment on Thinking about… Job Interviews

Thinking about… “It depends.”

Where do we start?
How long will it take?
What will it cost?

“Well, it depends…”

Posted byMatthew BertramApril 11, 2021January 9, 2024Posted inDemo, SkillsTags:#PointOfView, #POV, #Presales, #QuestionsLeave a comment on Thinking about… “It depends.”

Thinking about… Have we built a business case for our competitor?

If we spend the effort to build a Business Case showing positive ROI, is there a risk that we’ve also built a value proposition for our competitor?

Posted byMatthew BertramMarch 27, 2021January 9, 2024Posted inValueTags:#BusinessCase, #Presales, #ROI, #ValueStory, #VMOLeave a comment on Thinking about… Have we built a business case for our competitor?

Thinking about… Presales Timesheets

Understanding what the Presales team is doing and where they are spending time is important. Getting Presales to fill in timesheets consistently is difficult. I consider the case for and againt time tracking for Presales staff, and suggest 3 alternatives.

Posted byMatthew BertramMarch 7, 2021January 9, 2024Posted inManagementTags:#Presales, #Timesheets, #TrackingLeave a comment on Thinking about… Presales Timesheets

Thinking about… Tender (RFP) responses

I go on a rant about how tenders are a waste of time, then get more practical with 3 Guidelines for Tender Responses:
1 – Don’t make the customer work hard
2 – Don’t be fully compliant
3 – Share the load, smartly

Posted byMatthew BertramFebruary 25, 2021January 9, 2024Posted inSkillsTags:#Presales, #RFP, #RFx, #Tender, #TipsLeave a comment on Thinking about… Tender (RFP) responses

Thinking about… Mentioning product names

“We sell solutions, not tools”.
When is it ok to mention product names in a meeting, demo or presentation?

Posted byMatthew BertramFebruary 14, 2021January 9, 2024Posted inDemo, Skills, ValueTags:#Demo, #Presales, #ProductNamesLeave a comment on Thinking about… Mentioning product names

Thinking about… an awesome demo

What makes for a good demo delivery? It’s critical that we link the “what” to the “why” and continually talk about capabilities and business benefits, instead of features and functions.

Posted byMatthew BertramJanuary 30, 2021January 9, 2024Posted inDemo, ValueTags:#Demo, #GreatDemo, #PresalesLeave a comment on Thinking about… an awesome demo

Thinking about… My most difficult demo

Thinking about a difficult demo: misaligned expectations, a hostile audience member, and a lack of support from colleagues.

Posted byMatthew BertramJanuary 13, 2021January 9, 2024Posted inDemoTags:#Demo, #DemoFail, #PresalesLeave a comment on Thinking about… My most difficult demo

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