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Pre-sales Manager

Streamline the end-to-end process from Scope, Quote to Contract.

Presales Manager

The sales process for any business is a complex time-consuming task, often involving multiple departments, stakeholders and frequent back and forth. The process is prone to long cycles, information loss and errors impacting scope, expectations and commitments.
Presales Manager not only helps to keep the sales funnel moving but leads to increased collaboration, traceability, monitoring and deal closure. The solution automates time consuming repetitive tasks and auto populates master information. Integration and alignment of various stakeholders throughout the sales process ensures a complete and error free sales process.

Client Onboarding

Create profiles with the essential demographic information and core product and services that are of interest.

Request for Scope/Quote

Respond to client needs and expectations - outlines the scope with proposed solution, including costs, timelines and critical dependencies. The approval workflows coordinate among various stakeholders to ensure a smooth process flow.

Request for Contract

Outline the terms and conditions including eSign workflows. The contract signing triggers the creation of a project in the project management system.

Project Management Integration

Identify and manage dependencies across different systems, applications, resources and process for efficient presales.
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