What is involved in Presales

Find out what the related areas are that Presales connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Presales thinking-frame.

How far is your company on its Presales journey?

Take this short survey to gauge your organization’s progress toward Presales leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Presales related domains to cover and 121 essential critical questions to check off in that domain.

The following domains are covered:

Presales, Account-based marketing, Behavioral targeting, Brand ambassador, Brand licensing, Brand management, Corporate anniversary, Corporate identity, Corporate propaganda, Digital marketing, Direct marketing, Display advertising, Drip marketing, Loyalty marketing, Market segmentation, Marketing activation, Marketing effectiveness, Marketing ethics, Marketing management, Marketing operations, Marketing research, Marketing strategy, Mobile advertising, Mobile marketing, Music on hold, Native advertising, New media, Online advertising, Out-of-home advertising, Personal selling, Point of sale, Product demonstration, Product marketing, Product placement, Promotional merchandise, Proof of concept, Sales promotion, Sex in advertising, Social marketing, Underwriting spot, Visual merchandising, Web banner, Willingness to pay, Word-of-mouth marketing:

Presales Critical Criteria:

Chat re Presales failures and correct Presales management by competencies.

– A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which Presales models, tools and techniques are necessary?

– Does Presales analysis isolate the fundamental causes of problems?

– What are the Essentials of Internal Presales Management?

Account-based marketing Critical Criteria:

Frame Account-based marketing goals and improve Account-based marketing service perception.

– What are the key elements of your Presales performance improvement system, including your evaluation, organizational learning, and innovation processes?

– What are current Presales Paradigms?

Behavioral targeting Critical Criteria:

Read up on Behavioral targeting engagements and simulate teachings and consultations on quality process improvement of Behavioral targeting.

– How do we Identify specific Presales investment and emerging trends?

Brand ambassador Critical Criteria:

Brainstorm over Brand ambassador governance and arbitrate Brand ambassador techniques that enhance teamwork and productivity.

– What are the record-keeping requirements of Presales activities?

Brand licensing Critical Criteria:

Have a session on Brand licensing strategies and reinforce and communicate particularly sensitive Brand licensing decisions.

– How do we ensure that implementations of Presales products are done in a way that ensures safety?

– How do we Improve Presales service perception, and satisfaction?

– Are we Assessing Presales and Risk?

Brand management Critical Criteria:

Match Brand management governance and clarify ways to gain access to competitive Brand management services.

– What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Presales?

Corporate anniversary Critical Criteria:

Revitalize Corporate anniversary results and define what do we need to start doing with Corporate anniversary.

– Think about the kind of project structure that would be appropriate for your Presales project. should it be formal and complex, or can it be less formal and relatively simple?

– In what ways are Presales vendors and us interacting to ensure safe and effective use?

– Do we all define Presales in the same way?

Corporate identity Critical Criteria:

Graph Corporate identity outcomes and find the ideas you already have.

– Can we do Presales without complex (expensive) analysis?

Corporate propaganda Critical Criteria:

Check Corporate propaganda planning and look at it backwards.

– What management system can we use to leverage the Presales experience, ideas, and concerns of the people closest to the work to be done?

Digital marketing Critical Criteria:

Guide Digital marketing risks and get answers.

– What are the disruptive Presales technologies that enable our organization to radically change our business processes?

– Does Presales systematically track and analyze outcomes for accountability and quality improvement?

– How will it help your business compete in the context of Digital Marketing?

– What about Presales Analysis of results?

Direct marketing Critical Criteria:

Match Direct marketing adoptions and adjust implementation of Direct marketing.

– What will be the consequences to the business (financial, reputation etc) if Presales does not go ahead or fails to deliver the objectives?

– How does the organization define, manage, and improve its Presales processes?

– How is the value delivered by Presales being measured?

Display advertising Critical Criteria:

Confer re Display advertising tasks and develop and take control of the Display advertising initiative.

– How do senior leaders actions reflect a commitment to the organizations Presales values?

– What new services of functionality will be implemented next with Presales ?

Drip marketing Critical Criteria:

Pay attention to Drip marketing governance and slay a dragon.

– What tools do you use once you have decided on a Presales strategy and more importantly how do you choose?

– How can you negotiate Presales successfully with a stubborn boss, an irate client, or a deceitful coworker?

Loyalty marketing Critical Criteria:

Disseminate Loyalty marketing decisions and summarize a clear Loyalty marketing focus.

– How important is Presales to the user organizations mission?

– What are internal and external Presales relations?

Market segmentation Critical Criteria:

Deliberate over Market segmentation management and report on developing an effective Market segmentation strategy.

– Can we establish a new market segmentation strategy focused on potential profitability and willingness to purchase?

– Will Presales deliverables need to be tested and, if so, by whom?

– How do we manage Presales Knowledge Management (KM)?

Marketing activation Critical Criteria:

Design Marketing activation engagements and give examples utilizing a core of simple Marketing activation skills.

– Do the Presales decisions we make today help people and the planet tomorrow?

– Is Presales Required?

Marketing effectiveness Critical Criteria:

Co-operate on Marketing effectiveness management and remodel and develop an effective Marketing effectiveness strategy.

– In the case of a Presales project, the criteria for the audit derive from implementation objectives. an audit of a Presales project involves assessing whether the recommendations outlined for implementation have been met. in other words, can we track that any Presales project is implemented as planned, and is it working?

Marketing ethics Critical Criteria:

Dissect Marketing ethics decisions and be persistent.

– Does the Presales task fit the clients priorities?

– How do we Lead with Presales in Mind?

Marketing management Critical Criteria:

Review Marketing management tasks and probe using an integrated framework to make sure Marketing management is getting what it needs.

– Marketing budgets are tighter, consumers are more skeptical, and social media has changed forever the way we talk about Presales. How do we gain traction?

– Do we aggressively reward and promote the people who have the biggest impact on creating excellent Presales services/products?

– Who will be responsible for documenting the Presales requirements in detail?

Marketing operations Critical Criteria:

Accumulate Marketing operations planning and know what your objective is.

– Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organizations ability to leverage the new Presales in a volatile global economy?

– How can skill-level changes improve Presales?

– How do we go about Securing Presales?

Marketing research Critical Criteria:

Mix Marketing research outcomes and transcribe Marketing research as tomorrows backbone for success.

– Among the Presales product and service cost to be estimated, which is considered hardest to estimate?

– Does Presales create potential expectations in other areas that need to be recognized and considered?

– In what way(s) did marketing research help shape CRM?

– How do we go about Comparing Presales approaches/solutions?

Marketing strategy Critical Criteria:

Mine Marketing strategy issues and question.

– Think about the people you identified for your Presales project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?

– What are your key performance measures or indicators and in-process measures for the control and improvement of your Presales processes?

– Think about the functions involved in your Presales project. what processes flow from these functions?

– How does our company use its web-site for Customer Service and / or customer relationship building?

– What kind of marketing strategy would you use in each stage to keep our products at the forefront?

– What kind of marketing strategy would you use in each stage to keep the product at the forefront?

– What is our Increasing importance of integrated marketing communications … why?

– What are the parts of a marketing strategy?

Mobile advertising Critical Criteria:

Have a meeting on Mobile advertising engagements and find answers.

– What knowledge, skills and characteristics mark a good Presales project manager?

– When a Presales manager recognizes a problem, what options are available?

– How will you measure your Presales effectiveness?

Mobile marketing Critical Criteria:

Accelerate Mobile marketing quality and create a map for yourself.

– How do mission and objectives affect the Presales processes of our organization?

– How can you measure Presales in a systematic way?

Music on hold Critical Criteria:

Review Music on hold governance and optimize Music on hold leadership as a key to advancement.

– How do we maintain Presaless Integrity?

– What is Effective Presales?

Native advertising Critical Criteria:

Think carefully about Native advertising outcomes and raise human resource and employment practices for Native advertising.

– What role does communication play in the success or failure of a Presales project?

– Who will provide the final approval of Presales deliverables?

New media Critical Criteria:

Air ideas re New media tactics and oversee implementation of New media.

– Do those selected for the Presales team have a good general understanding of what Presales is all about?

– Are assumptions made in Presales stated explicitly?

– What are the business goals Presales is aiming to achieve?

Online advertising Critical Criteria:

Explore Online advertising planning and correct Online advertising management by competencies.

– Does our organization need more Presales education?

– Is Supporting Presales documentation required?

– Who sets the Presales standards?

Out-of-home advertising Critical Criteria:

Have a session on Out-of-home advertising goals and oversee Out-of-home advertising management by competencies.

– What are our best practices for minimizing Presales project risk, while demonstrating incremental value and quick wins throughout the Presales project lifecycle?

– Have the types of risks that may impact Presales been identified and analyzed?

– Which individuals, teams or departments will be involved in Presales?

Personal selling Critical Criteria:

Study Personal selling failures and catalog Personal selling activities.

– At what point will vulnerability assessments be performed once Presales is put into production (e.g., ongoing Risk Management after implementation)?

– What is the major advantage of personal selling over advertising as a communication method?

– How will you know that the Presales project has been successful?

– How can we improve Presales?

Point of sale Critical Criteria:

Bootstrap Point of sale quality and probe Point of sale strategic alliances.

– Are there any disadvantages to implementing Presales? There might be some that are less obvious?

– Is Presales dependent on the successful delivery of a current project?

Product demonstration Critical Criteria:

Deduce Product demonstration goals and perfect Product demonstration conflict management.

– Are accountability and ownership for Presales clearly defined?

Product marketing Critical Criteria:

Own Product marketing adoptions and visualize why should people listen to you regarding Product marketing.

– What are our needs in relation to Presales skills, labor, equipment, and markets?

Product placement Critical Criteria:

Define Product placement engagements and give examples utilizing a core of simple Product placement skills.

– What other organizational variables, such as reward systems or communication systems, affect the performance of this Presales process?

– Think of your Presales project. what are the main functions?

Promotional merchandise Critical Criteria:

Align Promotional merchandise leadership and be persistent.

– What are your most important goals for the strategic Presales objectives?

– What sources do you use to gather information for a Presales study?

Proof of concept Critical Criteria:

See the value of Proof of concept tasks and transcribe Proof of concept as tomorrows backbone for success.

– Will a proof of concept support and create awareness of the power of the AWS cloud within the organization?

– Do several people in different organizational units assist with the Presales process?

– Meeting the challenge: are missed Presales opportunities costing us money?

– What is explored during the proof of concept phase for cloud adoption?

– Which applications can I immediately move after a proof of concept?

– What should a proof of concept or pilot accomplish?

Sales promotion Critical Criteria:

Add value to Sales promotion engagements and ask what if.

– Is there any existing Presales governance structure?

Sex in advertising Critical Criteria:

Mix Sex in advertising failures and give examples utilizing a core of simple Sex in advertising skills.

– Is there a Presales Communication plan covering who needs to get what information when?

– Do you monitor the effectiveness of your Presales activities?

Social marketing Critical Criteria:

Check Social marketing outcomes and observe effective Social marketing.

– How do we measure improved Presales service perception, and satisfaction?

Underwriting spot Critical Criteria:

Check Underwriting spot leadership and remodel and develop an effective Underwriting spot strategy.

– Does Presales include applications and information with regulatory compliance significance (or other contractual conditions that must be formally complied with) in a new or unique manner for which no approved security requirements, templates or design models exist?

– Who are the people involved in developing and implementing Presales?

– Are there Presales problems defined?

Visual merchandising Critical Criteria:

Have a round table over Visual merchandising quality and know what your objective is.

Web banner Critical Criteria:

Give examples of Web banner risks and explain and analyze the challenges of Web banner.

– What are the Key enablers to make this Presales move?

Willingness to pay Critical Criteria:

Understand Willingness to pay engagements and devote time assessing Willingness to pay and its risk.

– What willingness to pay may be expected in the marketplace?

Word-of-mouth marketing Critical Criteria:

Systematize Word-of-mouth marketing planning and remodel and develop an effective Word-of-mouth marketing strategy.

– Are there Presales Models?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Presales Self Assessment:


Author: Gerard Blokdijk

CEO at The Art of Service | theartofservice.com

[email protected]


Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Presales External links:

Concert Ticket Presales – Citi Cardmember Offers

About presales – Tour – Miranda Lambert

Memberships & Presales | Dragoncon

Account-based marketing External links:

Industry-Leading Account-Based Marketing Software – …

The Top 7 Account-Based Marketing Metrics for Tracking …

Behavioral targeting External links:

What Is Behavioral Targeting? – CBS News

What is Behavioral Targeting? – Define Behavioral Targeting

What is Behavioral Targeting? – TubeMogul

Brand ambassador External links:

Brand Ambassador and Campus Rep Programs

Why Brand Ambassadors Are Important – Entrepreneur

Brand licensing External links:

Brand Licensing | Meredith

Brand Licensing | Whirlpool Corporation

The 10 Most Common Brand Licensing Mistakes

Brand management External links:

RepEquity® | Digital Brand Management, Search …

BMP – Brand Management Professionals

BlueSky ETO – Brand Management Software Customized …

Corporate anniversary External links:

Corporate Anniversary Gifts – The History Factory

Personalized Corporate Anniversary Gifts – Memorable …

20 Year Corporate Anniversary Gifts for Employees

Corporate identity External links:

Corporate Identity Program – Graphis

Corporate Identity, Inc Promotional Products

Corporate Identity (Book, 1997) [WorldCat.org]

Corporate propaganda External links:

Media Mindlessly Parrots Corporate Propaganda After …

Digital marketing External links:

Philadelphia – Digital Marketing Conference | August, 2018

What is Digital Marketing? | mobileStorm

Advance 360 Digital Marketing Agency – Advance 360

Direct marketing External links:

Direct Marketing Definition | Investopedia

Drip marketing External links:

3 Principals For Successful Drip Marketing Campaigns

drip marketing – Tenstreet

Drip Marketing & Email Marketing Campaigns – …

Loyalty marketing External links:

solutions — Loyalty Marketing | Engagement Marketing

COLLOQUY | Loyalty Marketing & CX

Customer Relationship & Loyalty Marketing | CCG

Market segmentation External links:

Market segmentation (VHS tape, 1995) [WorldCat.org]

Market Segmentation Essays – ManyEssays.com

6 Best Market Segmentation Examples – …

Marketing effectiveness External links:

Marketing Effectiveness and Message Testing | Civis Analytics

Marketing Effectiveness Measurement | Marketing Analytics

Marketing ethics External links:

Chapter 3 Marketing Ethics Flashcards | Quizlet

Understanding Marketing Ethics – CBS News

[PDF]Marketing Ethics – Cengage

Marketing operations External links:

Apply For Careers Marketing Operations Director – …

Vienna Channels: Custom Marketing Operations

Marketing research External links:

AOC Marketing Research

Peters Marketing Research, Inc.

CMI Marketing Research

Marketing strategy External links:

2018 Social Media Strategy | Marketing Strategy

5 Ways to Improve Your Millennial Marketing Strategy

Mobile advertising External links:

Mobile Advertising Definition | Investopedia

Cable TV Advertising, Online and Mobile Advertising | Viamedia

Mobile marketing External links:

Reveal Mobile – Better Mobile Marketing

Short Code Registry – your source for Mobile Marketing

1Q | Instant Mobile Marketing / Market Research

Music on hold External links:

Music on Hold | Cox Communications

Music On Hold – FREE download Music On Hold

Music On Hold – FusionPBX

Native advertising External links:

Native Advertising – The Official Definition – Sharethrough

Native Advertising Lumascape – Business Insider

New media External links:

Homepage // Centerline New Media

New Media (2010) – IMDb

New Media / Artifact Title – TV Tropes

Online advertising External links:

Denver Online Advertising Agency | Booyah

Personal selling External links:

Personal Selling – Encyclopedia – Business Terms | Inc.com

Personal selling chapter 5 Flashcards | Quizlet

Unit 12: Public Relations, Sales Promotion, & Personal Selling

Point of sale External links:

Point of Sale Software & Solutions | NCR Counterpoint

ParTech – POS Systems | Restaurant Point of Sale Solutions

GoAntiquing! Point of Sale

Product demonstration External links:

Request A Demo | Product Demonstration – Meditab

iSolved Product Demonstration

TickerTech.com – Product Demonstration Site

Product placement External links:

Product placement | Futurepedia | FANDOM powered by …

M&Ms Product Placement Fails – Business Insider

Product Placement – investopedia.com

Promotional merchandise External links:

Promotional Merchandise | Socks | Headbands | Wristbands

Proof of concept External links:

Proof of Concept Agreement | Pentaho

KBB Proof Of Concept reviews – Progarchives.com

SophiaTX – Unveils Proof of Concept | Payment Week

Sales promotion External links:

Levitra Sales Promotion | BestPrice!

Levitra Sales Promotion | 1stDrugstore

Sales Promotion | Marketing Teacher

Sex in advertising External links:

Funny Jokes | Sex in Advertising Joke | Comedy Central

Sex in Advertising | AdAge Encyclopedia of Advertising – …

Does sex in advertising actually work? – Brooks Bell

Social marketing External links:

2018 USF Social Marketing Conference | Clearwater, FL

ToneDen – Automated Social Marketing

Underwriting spot External links:

Underwriting spot – Revolvy
topics.revolvy.com/topic/Underwriting spot

Underwriting spot – update.revolvy.com
update.revolvy.com/topic/Underwriting spot&item_type=topic

Underwriting spot – Infogalactic: the planetary knowledge …

Visual merchandising External links:

Visual merchandising titles Jobs – Yakaz

Web banner External links:


Web Banner Color Themes | Visual Identity System

LSBA Web Banner Website Link – Gilsbar > Home

Willingness to pay External links:

Consumers’ willingness to pay depends on what income …

Word-of-mouth marketing External links:

10 Must-Haves for Better Word-of-Mouth Marketing

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