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Pre-Sales, Solution Design and Bid Management: An Overview
Pre-Sales, Solution Design and Bid Management: An Overview
An Overview
XYZ reports 50% revenue growth and 40% rise in Net Profits during Q1 FY13
Fresh orders of $200mn were secured during the quarter, resulting in $990mn of
executable order book over the next 12 months.
What all does it take to build order-book and bring new business to the company?
Whether it is one single person or a group of persons, who are working tirelessly day in
and day out to make sure company is sustainable?
1.
• Understanding the Sales Cycle
2.
• What is Pre-Sales
3.
• RFx
4.
• Solution Design
5.
• Bid Management
1.
• Understanding the Sales Cycle
2.
• What is Pre-Sales
3.
• RFx
4.
• Solution Design
5.
• Bid Management
Its about………………….
…………………….?
Buyer Considerations………….?
Seller Considerations………….?
S
O P
P
C A
N
S uspecting
O P
P
C A
N
S
Suspecting
Marketing Campaigns
O P rospecting
P
C A
N
S P
Prospecting
O P rospecting
P
C A nalysis
N
S P A
Analysis
SPIN
S P A
Analysis
SPIN
S uspecting
O P rospecting
P roposals
C A nalysis
N
S P A P
Proposals
O P rospecting
P roposals
C A nalysis
N egotiation
S P A P N
Negotiation
Timeline
S uspecting
O P rospecting
P roposals
C losure A nalysis
N egotiation
S P A P N C
Closure
P roposals
C losure A nalysis
N egotiation
S P A P N C O
repeat Order
Order Renewals
S uspecting
P roposals
C losure A nalysis
N egotiation
Hunters
Farmers
1.
• Understanding the Sales Cycle
2.
• What is Pre-Sales
3.
• RFx
4.
• Solution Design
5.
• Bid Management
Pre Sales includes the
entire gamut of activities involved in preparing to engage
with prospects / clients,
and includes specific responses to client requests
Responding to Client
Responding to
Client Requests
Requests
Responding to
RFP, RFI, RFQ
Gives vendor an
opportunity to showcase its
capability and do cross-
selling
Visiting Clients
Responding to
Client
Requests Visiting client for
meetings
Supporting
Client Visit
Solution Presentation to
the Client
Interfacing with Internal & External
Groups to Design Best Fit Solution
Responding to
Client for Client
Requests
Need to interface & coordinate
Supporting
Client Visit
with
Technical Competency
Centres
Interfacing &
Legal and Financial
Coordinating
Delivery Teams
Recruitment
Offering and
Capability related
Marketing
Support Visiting documents, brochures
Clients and posters
Interfacing &
Coordinating Extended capability (if
any) through alliances
with other product
development firms or
niche vendors
Competitor Analysis & Market
Responding to
Client Scanning
Requests
Clients receive response
Competitor Supporting
Analysis Client Visit
from multiple vendors, so
one must know where does
it stand against competition
Marketing
Support Visiting What is our competition in
Clients an industry / for a specific
Interfacing &
bid opportunity and what
Coordinating are their offerings /
differentiators
Competitor Supporting
Analysis Client Visit
Marketing
Support Visiting Clients
Interfacing &
Coordinating
1.
• Understanding the Sales Cycle
2.
• What is Pre-Sales
3.
• RFx
4.
• Solution Design
5.
• Bid Management
RFI / EOI
Capability Evaluation
Often the RFP may incorporate both the RFI and RFQ as
sections of the doc, and also include other evaluation
steps such as a demo, proof-of-concept or presentation
2.
• What is Pre-Sales
3.
• RFx
4.
• Solution Design
5.
• Bid Management
?
Effort Estimation
Technology Selection
Technical Architecture
Technology Stack
Compliance to NFR
Functional Solution
Functional Flow
Compliance to FR
Project Execution Methodology
Technical Solution
Functional Solution
Project Plan
Value Proposition
Solution
Pricing
Vendor Information
1.
• Understanding the Sales Cycle
2.
• What is Pre-Sales
3.
• RFx
4.
• Solution Design
5.
• Bid Management
Bid Qualification Form
1. Project Name/Bid Title
2. Client name
9. What is the budget the client has in mind for this assignment?
10. Technological preferences of client, if any?
Proposal Preparation
Proposal
Integration of all information (Commercial part by Sales Team)
Stitching the proposal
Review
s Final Review and Submission
Cycles
• Final Review of Entire proposal
• Submission to prospect
• Archival of proposals
10 tips to prepare a winning proposal