Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
When I performed presales I tried to show to my customer that we will work together to create a solution for their business problem. With the solution they will be more "rich" than without the solution. I showed her/him that it is the owner of the solution.
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1 reply by Poorvi Arora
Apr 06, 2021 2:36 AM
Poorvi Arora
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Thanks, Sergio for your response. Making them believe and creating a trust bond is how we cross the bridge halfway.
But ever have you come across a situation wherein our presales team has committed something and the delivery team is not able to deliver it because of technical or other constraints..? What strategy to be opted in this scenario ?
The biggest challenge I've encountered has been managing customer expectations which had been poorly set by the sales team leading up to the signing of a contract.
There's no easy short-term solution for that, but leading with empathy in managing stakeholder engagement helps!
Kiron
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1 reply by Poorvi Arora
Apr 06, 2021 2:42 AM
Poorvi Arora
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Thank you for your response Kiron. I concur with that!
Saving Changes...
Ganesh KumarProgram ManagerBangalore., Karnataka, India
Hi Poorvi,
Unrealistic timelines, over commitments, the list can go on.
One way would be along with the presales team, few Senior people from the tech team should be there to evaluate the requirements, understand contracts, milestones etc. Else the engagement would not be smooth at all, you will be constantly firefighting.
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1 reply by Poorvi Arora
Apr 06, 2021 2:40 AM
Poorvi Arora
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Thank You, Ganesh, for your response.
We can have a vision and milestone updated and clear communication of it aids in achieving the goals. Can we say via the Agile delivery process this can be achieved?
Unrealistic timelines can be answered by having a MVP and then the features on the later stages - milestones identification helps in achieving this. Overcommitment can be answered by having a Product backlog and let them prioritize it based on the timelines and team velocity.
What is your opinion on this?
Saving Changes...
Poorvi AroraEngagement Manager| DoItLeanPune, Maharashtra, India
Apr 03, 2021 6:41 AM
Replying to Sergio Luis Conte
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When I performed presales I tried to show to my customer that we will work together to create a solution for their business problem. With the solution they will be more "rich" than without the solution. I showed her/him that it is the owner of the solution.
Thanks, Sergio for your response. Making them believe and creating a trust bond is how we cross the bridge halfway.
But ever have you come across a situation wherein our presales team has committed something and the delivery team is not able to deliver it because of technical or other constraints..? What strategy to be opted in this scenario ?
...
1 reply by Sergio Luis Conte
Apr 06, 2021 6:08 AM
Sergio Luis Conte
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Lot of times. But sales people, not presales in my case. Just to give you some context I was accountable for Professional Services for LATAM in one of the top companies. Professional Services was composed by Presales, Tech Service (first level), Educational, Consulting. Consulting people, had to make a reality what Sales compromised, mainly we got the agreement signed without previous notice. What I did in this situation was made visible the loss of money for this situation. The result was that I was in charge to create a new corporate process for demand management and the end of the process was that the proposal was not accepted as valid for the corporation if it was not signed by Professional Services, Finance and Sales. Sign for the three business unit responsible must be there and according to the amount of money and risk the sign for a higher level for those business units must be there too (for example, the common sign was for the Manager but sometimes for the VP too, because some projects was lot of million dollars). So, trying to make a brief, what worked for me was to record the lost of money (more than money benefits) and make it visible for all. No matter that, tension between Sales and Professional Services persisted but no problem with that because is "good" this type of situations. The problem is, like you stated, when there is no control on the risks the situation could generate in signed projects.
Saving Changes...
Poorvi AroraEngagement Manager| DoItLeanPune, Maharashtra, India
Apr 05, 2021 7:20 AM
Replying to Ganesh Kumar
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Hi Poorvi,
Unrealistic timelines, over commitments, the list can go on.
One way would be along with the presales team, few Senior people from the tech team should be there to evaluate the requirements, understand contracts, milestones etc. Else the engagement would not be smooth at all, you will be constantly firefighting.
Thank You, Ganesh, for your response.
We can have a vision and milestone updated and clear communication of it aids in achieving the goals. Can we say via the Agile delivery process this can be achieved?
Unrealistic timelines can be answered by having a MVP and then the features on the later stages - milestones identification helps in achieving this. Overcommitment can be answered by having a Product backlog and let them prioritize it based on the timelines and team velocity.
What is your opinion on this? Saving Changes...
Poorvi AroraEngagement Manager| DoItLeanPune, Maharashtra, India
Apr 03, 2021 8:49 AM
Replying to Kiron Bondale
...
Poorvi -
The biggest challenge I've encountered has been managing customer expectations which had been poorly set by the sales team leading up to the signing of a contract.
There's no easy short-term solution for that, but leading with empathy in managing stakeholder engagement helps!
Kiron
Thank you for your response Kiron. I concur with that! Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
Apr 06, 2021 2:36 AM
Replying to Poorvi Arora
...
Thanks, Sergio for your response. Making them believe and creating a trust bond is how we cross the bridge halfway.
But ever have you come across a situation wherein our presales team has committed something and the delivery team is not able to deliver it because of technical or other constraints..? What strategy to be opted in this scenario ?
Lot of times. But sales people, not presales in my case. Just to give you some context I was accountable for Professional Services for LATAM in one of the top companies. Professional Services was composed by Presales, Tech Service (first level), Educational, Consulting. Consulting people, had to make a reality what Sales compromised, mainly we got the agreement signed without previous notice. What I did in this situation was made visible the loss of money for this situation. The result was that I was in charge to create a new corporate process for demand management and the end of the process was that the proposal was not accepted as valid for the corporation if it was not signed by Professional Services, Finance and Sales. Sign for the three business unit responsible must be there and according to the amount of money and risk the sign for a higher level for those business units must be there too (for example, the common sign was for the Manager but sometimes for the VP too, because some projects was lot of million dollars). So, trying to make a brief, what worked for me was to record the lost of money (more than money benefits) and make it visible for all. No matter that, tension between Sales and Professional Services persisted but no problem with that because is "good" this type of situations. The problem is, like you stated, when there is no control on the risks the situation could generate in signed projects.
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1 reply by Poorvi Arora
Apr 06, 2021 6:12 AM
Poorvi Arora
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Thank you for the insights.
Saving Changes...
Poorvi AroraEngagement Manager| DoItLeanPune, Maharashtra, India
Apr 06, 2021 6:08 AM
Replying to Sergio Luis Conte
...
Lot of times. But sales people, not presales in my case. Just to give you some context I was accountable for Professional Services for LATAM in one of the top companies. Professional Services was composed by Presales, Tech Service (first level), Educational, Consulting. Consulting people, had to make a reality what Sales compromised, mainly we got the agreement signed without previous notice. What I did in this situation was made visible the loss of money for this situation. The result was that I was in charge to create a new corporate process for demand management and the end of the process was that the proposal was not accepted as valid for the corporation if it was not signed by Professional Services, Finance and Sales. Sign for the three business unit responsible must be there and according to the amount of money and risk the sign for a higher level for those business units must be there too (for example, the common sign was for the Manager but sometimes for the VP too, because some projects was lot of million dollars). So, trying to make a brief, what worked for me was to record the lost of money (more than money benefits) and make it visible for all. No matter that, tension between Sales and Professional Services persisted but no problem with that because is "good" this type of situations. The problem is, like you stated, when there is no control on the risks the situation could generate in signed projects.
Thank you for the insights.
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1 reply by Sergio Luis Conte
Apr 07, 2021 11:24 AM
Sergio Luis Conte
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You are welcome. Hope it helps. I fully understand your "pain".