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It is necessary to know in advance what data should be collected and have a strategy to obtain it. One of the precautions, in this case, is to maintain the level of integration and the flow of information between the teams. The pre-sales team must necessarily work aligned with the strategies and actions implemented by marketing. This is a key point, because the objective is for the area to take advantage of what it has achieved with the Inbound Marketing or even Outbound strategy (in this case, the focus would be on prospecting activities). And, to go beyond what you found, you should have a list of key questions to try to approach that potential client.

ADVERTISEMENT It is also important to consider that at this stage Loan Phone Number List the company professional should listen more and talk less. This is a key aspect to establishing the desired connection with the lead . What tools should I use? Even in relation to the structure of the pre-sales area, consider that the activity can—and should—be supported by sales management tools. It is difficult to imagine the success of an operation of this type without having, for example, CRM software , important to guarantee access to records in the contact history. Depending on the size of the company, it is also important to note that the SDR likely handles a high volume of phone calls and will have to manage sending and receiving a large number of emails .



To better organize the flow of appointments, it is worth considering the use of appropriate tools to manage this type of work, as this will speed up the executive's work and ensure greater efficiency in the execution of tasks. Problems of this type, in addition to harming the level of productivity of professionals, end up demotivating executives, which surely reflects negatively on their performance. How to train pre-sales professionals? Probably, by reaching this point in our post, you must have understood that the pre-sales professional must have certain skills. ADVERTISEMENT Firstly, it is imperative that you have an advanced level of knowledge about the product or service you are promoting.