Pre-Sales Life Cycle in Salesforce: D2C

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

In this session, we will discuss the responsibilities of a pre-sales solution architect and CRM Program Definition. We will also cover the difference between a Request for information (RFI), a Request for quotation (RFQ), and a Request for proposal (RFP).

Pre-Sales Life Cycle in Salesforce

Request for information (RFI)

When you know precisely what you want and why but need to explore all of the financial details. A Request for Information (RFI) is a document that is typically issued by a company or organization to gather information from potential vendors or suppliers about their products, services, and capabilities. RFIs are often used as a preliminary step in the procurement process to help companies identify potential vendors and assess their ability to meet their needs.

What is included in the RFI

RFIs typically include questions designed to elicit information about the vendor’s experience, qualifications, and approach to delivering products or services. The questions may cover various topics, such as the vendor’s financial stability, past performance, technical expertise, and pricing structure.

Once the RFI is issued, vendors are typically given a deadline to respond with their answers to the questions. The company issuing the RFI will then evaluate the responses and use the information to determine which vendors best fit their needs.

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

YouTube video

Suppose you are new in Salesforce. Please check our free Salesforce Admin and Salesforce Developer training.


Overall, the pre-sales life cycle in Salesforce is designed to help companies identify and qualify potential customers, understand their needs, and provide them with the information and support they need to make an informed purchasing decision.

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.

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