PreSales life Cycle
Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

Pre-Sales Life Cycle in Salesforce : D2C

As an architect/ Pre-Sales person, it is important to understand what, why and how the pre-sales lifecycle come together for any implementation. What are the best practices and different facets to wining a new project, more importantly what’s there in it for admins, developers and architects to learn from an Pre-Sales experience.

In this session we will talk about responsibilities of pre sales solution architect and CRM Program Definition. We will also cover different between Request for information (RFI) , Request for quotation (RFQ) and Request for proposal (RFP).

Pre-Sales Life Cycle in Salesforce

Request for information (RFI)

When you know exactly what you want and why, but need to explore all of the financial details

Request for quotation (RFQ)

When you know exactly what you want and why, but need to explore all of the financial details

Request for proposal (RFP)

When you’re ready to shop around and evaluate many factors before making a choice

Pre-Sales Life Cycle in Salesforce Video

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