Did You Know?

A 10% improvement in several key pre-sales performance metrics can yield a 50% improvement in quarterly revenue!

The trick is how best to manage implementing the necessary changes in best practices to impact those metrics.

Leading Pre-Sales Teams

In our experience, SE Managers are often thrown into a management role based on seniority rather than leadership acumen. Doing so sets up a new manager for a rough road ahead.

To begin, an instructor-led or self-paced workshop specifically designed for Pre-Sales Executives, Managers, and Leaders would be very beneficial.  Such a workshop could give pre-sales leaders a strong appreciation for the dynamics of effective pre-sales management and hands-on practice with the management of pre-sales operational improvement issues.

Workshop topics would include:

  • Pre-sales management responsibilities
  • Change management principles
  • Effective and efficient management practices
  • Effective managerial practices in a pre-sales environment
A variety of engaging activities, exercises, and role plays would keep the workshop lively and entertaining. A pre-sales Leadership Assessment Tool could be used by pre-sales managers to assess and define action to improve:
  • The level of pre-sales process maturity in the team
  • The manager’s decision making style and supervision style
  • Balance of time dedicated to pre-sales responsibilities

Pre-sales leaders would define a Pre-Sales Improvement Action Plan.  This plan would define dates and milestones for improvement of a specific pre-sales best practice, specifically:

    • Setting goals
    • Establishing shared need and vision
    • Gaining commitment
    • Identifying sources of potential resistance and mitigating risk of failure
    • Implementing and measuring permanent reinforcing policies and procedure

    Contact Us for a detailed outline.