Fiona DSouza’s Post

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ERP Expert | 20+ Years in ERP, Consulting, Project & Program Management, Solution Architecture & Presales I INFOR LN | Oracle | CRM

I had recently done a poll on the preferred role in ERP and only 𝟰% of the votes had gone to the 𝗣𝗿𝗲𝘀𝗮𝗹𝗲𝘀 role. So, today I would like to throw some light on the Presales role in ERP, having experience in this role for 6 years. In ERP, the spotlight often shines brightly on roles like implementation consultants, project managers, and developers. These positions are undoubtedly crucial in driving successful ERP projects. However, let's take a moment to reconsider the often-overlooked world of Presales. Presales, often seen as the lesser preferred path in ERP, holds immense potential for those willing to explore its depths. Here's why: 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗕𝗶𝗴 𝗣𝗶𝗰𝘁𝘂𝗿e: Presales professionals have the opportunity to engage with clients at the inception of a project. This means they're involved in understanding client pain points, conceptualizing solutions, and mapping out strategies even before the implementation phase begins. It's a chance to shape the trajectory of the project from the very beginning. 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗖𝗿𝗮𝗳𝘁𝗶𝗻𝗴: Presales isn't just about pitching products or services; it's about crafting tailored solutions. It requires deep knowledge of ERP systems, industry best practices, and a knack for understanding client needs. Presales professionals get to flex their creative muscles by designing solutions that address specific business challenges. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗜𝗻𝘁𝗲𝗿𝗮𝗰𝘁𝗶𝗼𝗻: Presales bridges the gap between technical expertise and client communication. It's an opportunity to build strong relationships with clients, understand their business processes, and become a trusted advisor. These relationships often extend beyond the presales phase, laying the foundation for long-term partnerships. 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴: ERP is a constantly evolving landscape with new technologies and trends emerging regularly. In Presales, professionals are at the forefront of these changes, constantly learning about the latest innovations and incorporating them into their solutions. It's a role that demands adaptability and a thirst for knowledge. 𝗜𝗺𝗽𝗮𝗰𝘁 𝗕𝗲𝘆𝗼𝗻𝗱 𝗦𝗮𝗹𝗲𝘀: While the primary goal of Presales is to win deals, its impact extends far beyond sales figures. A well-executed presales process sets the stage for successful implementations, ensuring that the solution proposed aligns with the client's expectations and business objectives. Presales is a dynamic field that offers unique opportunities for those willing to embrace it. So, if you're passionate about ERP and enjoy the thrill of crafting solutions that drive business value, perhaps it's time to consider Presales as your next career move. #ERP #Presales #SolutionCrafting #ClientEngagement #BusinessValue #ContinuousLearning

Only delivery team should perform work of Pre-sales and Sales too. Half cooked solutions and SOW are created by only Sales and Pre-sales people. It's all about Revenue and opportunity size thought by pure sales team. Delivery team always thinks from business processes, functionality and how to mitigate the challenges faced by client in current system. In nutshell, it's difference between theory and practical. That's it

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