Pre-sales Smart Playbooks

Most pre-sales associates have a day job and they support sales organization also. Imagine when you were first asked to support a sales assignment because of your specific expertise and you were looking for the information and trying to figuring out the process. You contacted many people and searched various internal systems to get familiar with the pre-sales processes of your organization. Now imagine, that when your new employee comes and you ask that employee to go to the Smart Playbooks system and start executing a specific pre-sales playbook and that employee finds everything s/he needs to perform that pre-sales workflow using the specified smart playbook. This will eliminate your new employee’s knowledge / process finding time and also make her productive sooner?

Now imagine another scenario, where your global organization wanted to make process changes because of the changes in local regulations. Do you remember the time spent on implementation, awareness and adoption? Let’s fast forward to today where Smart Playbooks can make that change in hours and users get updated playbook whenever they execute their next Smart Playbook.

This will eliminate all manual employee education effort, manual errors, and will also accelerate time-to-market of a new or updated process. This is a big game changer in today’s fast changing business horizon where you can stay one step ahead from your competitors and make your pre-sales processes really agile.

Every organization has several pre-sales playbooks. You can visualize them through your daily job responsibilities. Those sample playbooks can include the following. Remember that different roles will execute different playbooks and one role can use a partial or complete playbook designed for another role.

Create a proposal
Create a RFP response
Create a proof-of-concept
Define an enterprise solution
Create a case-study or customer success story
Give a demo to a prospective buyer

We listed only a few samples above. Your organization may have many more or there may be different playbooks depending on the need and industry of your organization.