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Services / Ongoing advisory

Presale Architect retainer

Use our Presale Architect Retainer service to enhance your sales approach. With this service, you can always reach knowledgeable presale architects who are adept at creating unique, eye-catching technical solutions for prospective customers. Our specialists provide in-depth technical knowledge, product insights, and solution design expertise while collaborating with your sales team. Our primary goal is to better understand your clients’ needs and match them with your offerings so that your proposals and sales pitches are more persuasive. By adding a dedicated technical advisor to your retainer plan, you can be sure that your solutions are not only cutting edge and timely, but also precisely customised to increase deal closing and spur business expansion.

What usually gets in the way

  • Aligning the sales team’s approach with the needs of diverse clients, including considerations of national origin and sexual orientation.
  • Managing the entire project lifecycle, from initial cost estimation to final delivery within sales cycles.
  • Driving sales growth while balancing business requirements with the development of complex solutions.
  • Collaborating effectively with partner teams and interpreting construction documents to create tailored solutions architecture.
  • Providing leadership materials that demonstrate a deep understanding of client needs and solutions.
  • Ensuring equal opportunities for all individuals regardless of gender identity or veteran status.
  • Streamlining the pre-sales process to efficiently manage action items and client expectations.
  • Developing a comprehensive success plan for customers, integrating aspects like command plans and detailed floor plans.
  • Offering additional services beyond the scope of standard architectural design services to enhance customer satisfaction.
  • Navigating challenges in project completion, especially for fixed-price projects and different project types.
  • Enhancing the sales process for salespeople, channel sales directors, and sales reps to increase efficiency and customer engagement.
  • Integrating flexible cloud integration technology and enterprise application solutions for medium businesses.
  • Managing customer accounts and coordinating with Salesforce consultants and experts for CRM integration.
  • Engaging with consulting partners and the partner marketplace to expand the reach of presales solutions.
  • Creating an inclusive environment that values diverse perspectives and supports affirmative action for disability status.

How we approach it

  • Implementing training and development programs to enhance the technical and soft skills of the sales team.
  • Establishing clear communication channels and coordination meetings with partner teams to align on project goals and solutions.
  • Utilizing advanced tools and technologies for project management and sales process optimization.
  • Providing ongoing education and training on diversity and inclusion to foster an inclusive environment for all clients and team members.
  • Developing and refining a robust pre-design presentation process to showcase solutions effectively.
  • Leveraging customer success plans and command plans to anticipate and address client needs proactively.
  • Expanding the range of services offered, including cloud integration and Salesforce consulting, to meet diverse business needs.
  • Establishing a structured pre-sales process with clear action items and timelines for each stage of the project.
  • Building strong relationships with consulting partners and engaging in the partner marketplace to enhance solution offerings.
  • Collaborating with solutions engineers and Salesforce experts to provide comprehensive and integrated solutions.

What you end up with

  • Improved business impact and client satisfaction through tailored solutions and effective project management.
  • Enhanced sales growth and customer engagement through optimized sales processes and advanced solution offerings.
  • Stronger relationships with partner teams and successful integration of complex solutions.
  • Increased customer loyalty and repeat business due to exceptional service and comprehensive solution offerings.
  • An inclusive and diverse working environment that values and respects all individuals, leading to a broader range of creative solutions.
  • Efficient and effective pre-sales processes that lead to higher conversion rates and successful project outcomes.
  • Strengthened partnerships and collaborations with external consultants and marketplace partners.
  • Enhanced reputation as a solutions architect and service provider, leading to new business opportunities and market expansion.

Start with a conversation

Tell us where you are with presale architect retainer and we’ll tell you what it actually takes.