Dynamics 365 Presales Consultant

As a Dynamics 365 Presales Consultant you will work closely across various verticals such as product development sales and marketing and customer relations. Your job will also include understanding the customers needs and pitching the companys products as suitable solutions. You will also be required to actively observe customer behavior and predict future needs for product development.

About you

• 8-15 years of experience of working with the sales team to achieve the assigned sales targets through new customer acquisition and sales to existing customers

• Solution Knowledge: Dynamics 365 Finance and Operations with minimum 5 years implementation/presales experience in D365 Cloud Platform. MB310/330/700

• Preferred Education B.E. B. Tech MBA or (CA/CFA/CPA)

• Good presentation and English Communication skills.

• Experience in translating customer requirements providing solution preparing documents/proposals estimating efforts and planning projects.

• Ability to work as an Individual Contributor

• Travel is a Mandatory ; US-B1 (existing); Schengen (C) - required

What you need to do:

• Product Positioning - The company has a wide portfolio of service offerings

Industry segments Functionality requirements Budgets.

Presales has to decide which product to position in each account in order to meet the requirements of the customer and win the sale.

• Product Demonstrations and Proof of Concept Presentations - This is the most important role of presales. The product should be presented to the prospect in a convincing manner. The prospect should develop confidence that the product will meet his requirements while understanding its limitations.

Consulting strength of the company will also be evaluated during these demonstrations. Presales should showcase this prowess by providing solutions instantly during the demonstrations presenting real-life situations and examples and winning the confidence of the prospect.

Presentations should be well-prepared and interactions with the prospect should be arranged in advance by the sales team to facilitate readiness.

• Product Expertise and Updates- Presales should continuously learn on the job. This involves

Learning new modules and subjects

Identifying and positioning add-on solutions to complement the default offering

Learning new versions and enhancements to the products

Reading about case studies and global deployments

Constant review of vendor portals (PartnerSource) for important updates and material.

• Product Mix in sales -The company cannot rely on one or more solutions for all its business. This is risky for the business. It is important to balance time and effort in a way that all solutions are positioned to the relevant prospects.

• Effort estimation ( with Team Consultation) - Proposals usually contain the following elements :

Licenses

Implementation Services

Maintenance and Ongoing Support

Implementation Services should be estimated by presales and supported by a Project Plan to explain the break-up of activities. Project Planning is critical to estimation of efforts and should be reviewed thoroughly before submission. All aspects of the project and expectations of the customer should be met. Customization efforts if visible should be estimated and the absence of this information from the client the proposal should exclude customization or contain a reasonable estimate of the same (with a clause for review) based on past experience with similar businesses. Additional time commitment from presales to scope this better is welcomed.

• Project Plans -Project Plans and the initial workshop schedule is the responsibility of presales until the site is handed over to the Project Consultant. The initial workshop schedule when finalized and the tentative plan for the remaining project is the basis for allocation of the Project Consultant and team to the site.

• Requests for Proposals -Assist the sales team in responses to RFPs and tender documents. Our scope of work revolves around the project plan functional requirements estimates methodology and scope of work.

• Project Handover- Presales should conduct a meeting involving the salesperson and the PM/Head of Delivery to hand over the project. The agenda of this meeting should cover :

the project (business nature requirements customizations identified unique features required modules to be implemented) ;

of the contract (Value Licenses Man-hours Terms Penalties Onsite-Offsite Support)

Plan agreed with the customers

Dates confirmed with the customer

5. Project team profile of the customer

6. Any recommendations and suggestions

Project Transition - It is important to transition cases smoothly and seamlessly to the Project Team. This involves assessment of readiness for the project; issuing guidance to the customer to form the core team for the project; preparing them for the project ; attending the initial workshops;

Once the project team has taken over and the project is underway then Presales resource can disengage from project activities.

• Project Scope Reviews -The Presales resource should remain on the Steering Committee of the project. Presales should attend review meetings/steering committee meetings with the customer periodically and engage in discussions involving changes in scope and understanding.

• Change Requests and Additional Requirements - Presales should work with the Account Consultant post-implementation to identify and propose additional work to enhance the customer experience while generating additional revenue to the company.

Customer Escalations - Presales should assist the delivery and sales teams in handling escalations