Salesforce Sales & Presales Mastery Series

This 7-part series is designed for Salesforce professionals, consultants, and solution engineers looking to refine their end-to-end sales and presales approach. From the very first discovery call to closing the deal and ensuring a seamless handover, this program walks through each critical stage of the Salesforce sales lifecycle.

Participants will gain insights into effective qualification strategies, storytelling through demos and POCs, pricing and negotiation tactics, and scalable delivery processes across enterprise and mid-market clients. Led by experienced Salesforce practitioners, each session blends real-world examples, practical frameworks, and actionable takeaways to help you elevate your presales effectiveness and client engagement skills.

11/11/2025 - Day 1 - Introduction: Navigating the Salesforce Sales & Presales Journey
11/13/2025 - Day 2 - Lead Generation & Qualification: The First Call That Counts
11/18/2025 - Day 3 - Discovery & Requirement Gathering: Uncovering Business Needs
11/20/2025 - Day 4 - From Demo to Proof of Value: Storytelling, POCs & Tailored Solutions
11/25/2025 - Day 5 - Estimations, Budgets & Pricing: Navigating Negotiations to Closure (incl. Procurement)
11/27/2025 - Day 6 - From Deal to Delivery: SOWs and Handover Processes
12/02/2025 - Day 7 - Scaling the Process: Enterprise vs Mid-Market & SMB Approaches