Pre-sales Specialist [CCP for ICT Professionals (Sales and Marketing)]

Open 18d

1. Pre-Sales Activities:

Needs Analysis & Solution Matching:

Engage with potential customers through meetings, calls, and presentations to thoroughly understand their unique HR processes, pain points, and business objectives.
Analyse gathered information to identify specific customer requirements and recommend the most suitable HR software modules and configurations.
Develop a deep understanding of the full suite of the company's HR software products and related services to effectively match solutions to customer needs.

Product Demonstrations & Presentations:

Conduct compelling and tailored product demonstrations, showcasing the software's capabilities and benefits to prospective clients.
Prepare and deliver engaging presentations that effectively articulate the value proposition of the HR software, highlighting its ROI and competitive advantages.
Address customer questions and concerns with expertise, providing clear and concise explanations of the software's functionality and features.

Sales Collaboration & Solution Development:

Collaborate closely with the sales team to develop customized proposals and solutions that address specific client requirements.
Provide technical expertise and input during the sales cycle, assisting in the development of accurate and comprehensive statements of work (SOWs).
Contribute to the creation of sales collateral, including presentations, demos, and product documentation, as needed.

System Workarounds & Customization Recommendations:

Analyse client workflows and identify potential gaps between standard software functionality and specific client needs.
Propose creative and practical workarounds within the existing system to address client requirements without requiring extensive custom development.
Document and communicate recommended workarounds to both internal teams and clients in a clear and understandable manner.
Where applicable, clearly communicate the limitations of the system.

2. Implementation Activities:

Customer Communication & Requirements Gathering:

Establish and maintain clear and consistent communication with clients throughout the implementation process.
Conduct detailed requirements gathering sessions to fully understand client's HR processes, data migration needs, and system configuration preferences.
Act as the primary point of contact for clients during the implementation phase, addressing their questions and concerns promptly and professionally.

Project Planning & Management:

Develop comprehensive project plans, outlining key milestones, timelines, and resource allocation.
Prepare all necessary project documentation, including project charters, status reports, and user manuals.
Monitor project progress, identify potential risks and issues, and implement corrective actions to ensure timely and successful project completion.
Manage project changes and update project documentation accordingly.

System Configuration & Setup:

Configure the HR software system according to client specifications, including setting up user roles, workflows, and data fields.
Perform data migration activities, ensuring data accuracy and integrity.
Troubleshoot and resolve any system configuration issues that may arise during the implementation process.

Functional Testing & Quality Assurance:

Develop and execute comprehensive functional test plans to ensure the system meets client requirements and performs as expected.
Conduct thorough testing of all system functionalities, including data entry, reporting, and workflow processes.
Document and report any defects or issues identified during testing, and work with the development team to resolve them.
Complete final user acceptance testing with the client.

Client Training & Support:

Develop and deliver comprehensive system training sessions for client end-users, covering all aspects of the HR software functionality.
Create and maintain user documentation, including training manuals and online help resources.
Provide ongoing post-implementation support to clients, addressing their questions and resolving any issues that may arise.

3. Other Duties:

Perform any other tasks and responsibilities as assigned by the manager, including participation in internal meetings, process improvement initiatives, and knowledge sharing activities.
Maintain up to date knowledge of the products features, and new updates.
Document all presales and implementation activities.

See also