A pre-sales consultant performs many of the necessary tasks that allow a sales team to make a successful pitch to a client. The pre-sales consultant starts by examining the market and potential clients that the firm will be selling a product or service to. By starting with the essential needs of potential clients, the pre-sales consultant can identify clients' issues and begin to tailor the sale's teams message to address those issues. Then, the pre-sales consultant examines the market to determine how the potential clients meet their needs and determine what competition exists in the field. The pre-sales consultant then works with sales team members to develop customized pitches and open up appropriate channels of communication with clients. At this point, the pre-sales consultant works with administrative assistants and sales professionals to prepare a customized sales presentation. The consultant often attends these meetings to address any specific questions or concerns.
Often, a pre-sales consultant acts as a mentor and resource for sales staff members. By providing lessons on how to perfect demonstration strategies, the pre-sales consultant helps develop the team's ability and increase the productivity of sales professionals.
Most pre-sales consultants hold a bachelor's degree. They must be self-starters with a positive attitude and excellent communication skills. Employers may prefer previous sales experience as well.