Automate activity tracking, address product-market gaps, improve capacity planning with PreSkale AI

Unlock Your SE Superpowers with Resource Management

Ajay Jay
January 31, 2024
5 min read

We know you're always on the lookout for ways to upskill and to deliver amazing results in the presales world which is why you are here. You understand the pivotal role of continuous learning and improvement in driving your professional growth. 

But have you ever considered how resource management can be your secret weapon in unlocking your true potential as a sales leader in the presales domain?

In this blog, we'll explore the interesting ways resource management can transform you into an unstoppable force, taking your SE skills to new heights.

Mastering Effective PreSales Resource Management

📍Become a Cohort Specialist

By specializing in a particular cohort, sales engineers have the opportunity to dive deep into a specific industry or market segment. This means they can really get to know the ins and outs of that particular field. This knowledge allows them to offer customized and highly relevant solutions to their target audience. Cohort specialization enables sales engineers to build stronger and more meaningful relationships with their clients.

📍Improved Customer Experience

A top-notch customer experience is what sets successful sales teams apart, and resource allocation plays a vital role in making that happen. With efficient resource allocation, sales engineers have access to comprehensive customer data, product information, and collaboration tools. 

This means they can respond to customer inquiries promptly and accurately, leading to faster resolution of customer issues, increased customer satisfaction, and positive brand perception. When customers feel well taken care of, they're more likely to become loyal advocates for your brand.

📍Improving Deal Conversions

Let's talk about boosting sales efficiency, shall we? When you allocate resources effectively, you're essentially streamlining your workflow and optimizing time management. You can prioritize the most important tasks, eliminate unnecessary steps, and really focus on activities that directly contribute to closing sales. With resource management, it’s time to work smarter, not harder. This will ultimately result in more closed deals and higher revenue generation.

📍Collaborating with Team Members

Collaboration is key in any successful sales team, and resource allocation can make it a breeze. When resources are allocated effectively, sales engineers can seamlessly collaborate with their team members, whether it's sales representatives, product managers, or technical experts. They can share insights, gather feedback, and coordinate efforts smoothly. It's all about leveraging the collective knowledge and expertise of the team to develop killer sales strategies, provide top-notch customer support, and leave customers super satisfied.

📍Providing Personalized Solutions

Customers love it when you understand their needs and provide tailored solutions. By allocating resources the right way, they have more time and effort to invest in understanding customer needs on a deeper level. 

They can engage in meaningful conversations, actively listen to customer requirements, and analyze pain points. Armed with this knowledge, sales engineers can offer customized solutions, address specific challenges, and really showcase the value proposition of their products. It's all about making that personal connection and delivering solutions that hit the bullseye.

💡 A Pro tip for you 

➦ Avoid falling into the sunk cost trap. It's all too easy to keep investing time, effort, and resources into a deal that's not going anywhere. Sometimes, it's better to recognize when it's time to focus on other opportunities that have more potential. 

PreSkale’s Resource Assignment Manager

Limited visibility into resource availability and utilization is hindering your progress. Fret not, because PreSkale's Resource Assignment Manager (RAM) is here to save the day!

RAM is a game-changing tool that simplifies communication and collaboration across teams. By leveraging the power of RAM, you can bid farewell to the frustrations of limited visibility. 

This innovative solution automates resource allocation and tracks resource utilization in real-time, providing you with invaluable insights. With a clear view of active deals and the conversion rate of each individual, you can make informed decisions when it comes to allocating resources effectively.

The key is to match each person with the right opportunity/deal based on their skills and availability. Remember to take into account the availability and bandwidth of your resources. 

After all, optimising how the deals are assigned to the right team member will help ease the operations and also improve overall team productivity.

They have a limited number of hours they can dedicate to work per week or day. Ensuring your team has sufficient work hours for the specific project at hand is crucial for success.

➦ Resource management, in conjunction with the powerful capabilities of Demoboost, has the potential to unlock your SE superpowers and propel your presales performance to new heights. From tracking customer interactions to accessing personalized demos and streamlining resource allocation, these tools empower you to deliver outstanding results. 

Using Demoboost along with PreSkale's Resource Assignment Manager, you'll have real-time visibility into the availability of resources needed for your demos. This means your SDRs can effortlessly schedule demos without the hassle of manual coordination. They can focus on what they do best—selling—while the system ensures that resources are allocated effectively.

Now, your team can prioritize and plan their activities based on the availability and allocation of resources. This optimization boosts their productivity and guarantees that they make the most out of every demo opportunity that comes their way. 


Learning shouldn't stop

We have compiled a list of 700+ v resources for those looking to upgrade themselves in PreSales and Sales, including blogs, podcasts, and webinars.

The PreSales library is free to access. And best of luck for your future.

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