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Inquiry for Pre Sales & Bid Management Training

Pre-Sales and bid management are two important terms for sales department for any business enterprise. Pre-Sales refers to the actions taken to carry out the customers before the product or services are manufactured while bid management refers to making necessary arrangements in response to the Request for Proposals (RFPs) made by customers during pre-sales. Both allow the sales department of the company the product is highlighted and well promoted in front of the customers so when it is released, it can enjoy outstanding sales. Without Pre-Sale sand bid management, the company cannot achieve the kind of sales they expect or predict. And that is the reason sales agencies are constantly looking for professional Pre-Sales executives and bid managers. If you have the skills of interacting with customers and manage the bids of prospective clients, then you should pursue Pre-Sales and bid management training course from SLA consultants India. We have been providing the right platform for all those aspiring sales executives to lead a successful career with our unmatched and profound syllabus and respected faculty.

Programme Highlights


Industry acceptable certification for all training which help fresher/Experienced to up-skill at corporate.

Experienced Faculty

Top B-School Sr. Pre-Sales Consultants for MNC with 10+Yrs Experience

Placement Assistance

After completion of 70% training our dedicated placement team arrange interview till placement.

Lab Facility

Practical Training help to gain exposure like corporate level with technical test series.

Workshop Sessions

Real time projects & best case study makes SLA workshop very unique and lively for learners.

Admin Support

For Learner's, Our admin team fresh batch schedule/re-scheduling classes/arrange doubt classes.

The course will offer the participants with overview of Pre-Sales and bid management, understanding the importance of RFP, contracting compliance services, learning researching tools, preparing pre-bid questions, case discussions, time management and identifying stakeholders, the bidding process, bid planning and management, designing the accurate bid template, writing bid content, and much more. This job oriented short term course will increase your marketing understanding and provide you skills that would help the company to increase the willingness of the product and the services. The participants will be able to prepare solutions, manage proposals, provide product demonstrations, develop marketing documents, identify problems, assist the marketing department, outsourcing, etc.

By SLA Consultants India, the candidates are provided with the best of technology and guided by certified teachers who possess immense experience in the field of sales. The course is eligible for any individual who wish to learn the tips and tricks of sales, however, having a graduation degree is a must. We offer the latest and up to date course material to help the candidates learn the current requirements and techniques of sales market and bid management. They are also offered to work on real time clients’ projects to acquire the understanding of the challenges they will face. Some other major inclusions of the training are instructor led classroom, online tutorials, hands-on expertise and 100% job placement assistance after course completion.

No business could survive well in the market if their sales department is not up to the mark. They are responsible for letting the world know about their upcoming product even before its production launch. They are responsible for promoting the product, manage the finances, talk to customers and provide after sales services. All this allows the company to make a strong bond between the company and the customers. This is why Pre-sales and bid management is so vital for any business enterprise and surely it offers a lot of benefit to the learner as well, which are as follows:

  • There is a huge scope of pre-sales executives and bid managers or bid coordinators in the current market, and learning Pre-Sales and bid management can prove to be a turning point in your career if you attend a reputed institute and acquire the needed skills.
  • The learner will be able to understand and perform all the sales related process well, which includes working closely with the sales team and development managers, identifying the customer's requirements, resolving the issues of customers, understanding the RFT, deciding timelines, quality control, copywriting, etc.
  • The salary offered to professional Pre-sales executive and bid managers are quite high and the incentives associated are also big.
  • The candidate will be able to improve the sales of their company and contribute more in a short period of time.
  • Business owners can also benefit from learning pre-sales and big management as it would give them a fair amount of idea on how to increase the chances of sales of the new product.
  • You can also enjoy job security as the demand for pre-sales and bid managers are becoming more and more available.

If you still have any doubts, then you can either search it yourself or let us give you the best insight of market condition for pre-sales and bid management. You can give us a call or simply visit our office in Delhi, Noida or Gurgaon. And if you have already made up your mind to pursue the course, then don’t waste more of your time and attend this highly sought after training course ASAP.

Course Duration: 35-45 HRS with Highly Skilled Corporate Trainers
Pre - Sales and Bid Management Training) - Weekdays / Weekend

SLA Consultants India - (Pre - Sales and Bid Management) Certification Training Delivery Method:

Web / Desktop Base.
Instructor-Led Classroom Sessions.
Presentations/Demonstration/Practicals of concepts.
Handouts/Assignments/Real-time Exposure to work on Clients.

NOTE: Classes Are Also Available On Module Basis

programme modules

Pre Sales And Bid Management Training

An Introduction to Pre - Sales & Bid Process Training
  • Comprehensive Framework
The basics of Pre - Sales and Bidding -
This module outlines basics of bid management, pre sales and various terminologies (jargons)in a professional environment. The learning objective of this module includes:
  • Why Bidding Is Required?
  • What Drives A “Buyer” To Invite Bidders?
  • Detailed Description Of The Terminologies And The Thin Line Of Difference.
  • The Pre-Bid Scenario.
  • An Overview Of “Buyer’s” Procurement Department.
  • Various Types Of Proposals And Assessing The Difficulty Level In Responding To Each.
  • Skills Matrix Of Bid Management
  • Case Discussion:
  • Technology Ennoblement Consulting For FORTUNE 100 Healthcare Payor In The U.S.
  • Solution Integration And Compliance For A Private Sector Bank In India
The Bidding Process -
This Sub-Module Will Help Understand The Circumstances Of “Bid” / “No-Bid” Decision Taken By A Bidder. This Will Also Outline The Short Listing Process Of “Buyers” To Invite Prospecting Bidders.
  • Learning Objectives Include:
  • 3 Key Questions To Ask, Before The Decision To Bid Or Not.
  • Assessing The Risks Involved In Bidding
  • An Overview Of Pre-Qualification Questionnaire (PPQ) Or Pre RFP Requirements (PRR)
  • 10 Key Criteria “Buyer’s” Mostly Look In “Bidders”
  • Case Discussion:
  • Bid/No-Bid Decision To Provide “International Tax Services” For A Multinational “Oil & Gas” Company Audit Services To A Leading Restaurant Chain Against A Strong Incumbent
Understanding the RFP -
This sub-section will help you understand how to read and access an RFP. There will be a detailed discussion – with practical examples - of the aspects researching and attention to details, while planning the bid. Key components include the following:
  • The art of reading an RFP with case discussions:
    • Spin off of a FORTUNE 500 Media company
    • Contract Compliance Services for a Public Sector player
  • How to capture important information from the RFP/ITT
  • Researching key information about the “Buyer” and it’s industry
    • Success story of “Audit and attestation services” for a Startup or Mid-size companies.
  • An overview of various researching tools
  • Develop a checklist before you start writing
  • Plan to prepare pre-bid questions for the “Buyer”
  • Case discussion:
    • Efficient proposal production and shipping for a client in West Coast, delivered from East Coast. Sound’s unbelievable. Isn’t it?
    • Examples of key information missed in RFP and its impact
Time Management and Identifying Stakeholders
Time management is an important part of the bid planning and preparing processes as most of the RFPs will have very short turnaround times. We will also discuss how to identify potential contributors to bid preparation and their required involvement. The various aspects of learning include:
  • Identifying stakeholders – the bid preparation team.
  • Task allocation to all the bid team
    • Case discussion of a large Telecom company for enterprise risk services
  • How to prepare a bid response timeline. Why it is so important?
    • Sample bid response timeline - real life example
  • Identifying milestones and future meeting dates
  • Plan thoroughly for writing Executive Summary and/or Cover Letter (separate module)
  • Section wise division of time for the RFP, as per the evaluation criteria
  • Plan ahead for delivery and production
  • Must have – sufficient time for reviews and the “Big” final review.
  • Case discussion
    • Setting up the procurement function of a large state government in the US
Designing the Response/Bid Template
This module will discuss about designing the bid template – the actual client facing document. We will also discuss about the key considerations and must have sections within any professional proposal. We will also touch upon the basics of bid formatting and consistency. Key points of discussion include:
  • The golden rule to structure the response template
  • Sections (at minimum) the “Buyer” expects in the bid
  • The importance of cover page (and back cover) – first thing the “Buyer” visualizes
  • How to generate a compelling table of contents
  • How to populate the RFP questions and its logical flow
  • Bid formatting in MS word, excel, and PowerPoint.
  • Dos and Don’ts in the template design
  • Template design exercise on live RFP
Kick-off to bid submission -
This module will discuss about all aspects of writing the proposal document. How to gather content from the team and version control of the document. We will also discuss about the key challenges encountered and how to develop the proposal keeping in mind the submission to “Buyer”
  • Basic research and identifying gaps to be filled
  • Designing version control taxonomy and its importance
    • Consequences of not versioning - practical examples
  • Planning for the deadline in mind and reverse calculation
  • The 3 most common types of bid submission – which effects proposal development
  • Case discussion/examples of bid submission categories
  • Kick off meeting and inviting attendees – Act as the moderator
  • 10 key RFP points to brainstorm in the kick off meeting
  • Case discussion
    • Operational and strategic restructuring of a Global diversified Financial Services group
Writing The Bid Content
This module will discuss about responding to each and every questions/requirements of the RFP. We will discuss ways to make the responses not only compliant, but also strong and effective. Key discussion items include:
  • Creating a storyline and weaving it across the proposal
  • The impact of graphic elements – charts, diagrams, images, callouts, pull quotes etc.
    • Examples - market shares and the best way to represent it
  • Effective use of various heading styles and its impact
  • Put yourself in the shoes of the “Buyer”
  • When, and when not, to include marketing materials
    • Case discussion - Cross selling additional risk advisory services
  • The critical matrix – feature, benefits, and differentiators
    • Practical examples of the matrix
  • Examples of developing the matrix:
    • Case discussion - Internal audit services, Overnight turnaround of a bank’s ATM business
  • What is the difference between stated and implied needs of the requirements
    • Case discussion - M&A and post acquisition people consulting for a technology giant
How to Create Winning Executive Summary
This module will discuss about the skill sets required effective write a winning executive summary. It also outlines the importance of executive summary as the game changer. The various learning aspects include:
  • Most often, the only part an economic decision maker reads
  • At what stage the summary should be drafted in the proposal development process?
  • A compelling reason to read the following 50 pages
  • What salutation your summary provides and its impact?
  • The 5 secrets of a winning executive summary
  • The concept of value proposition (how it differs from your differentiators)
  • Case discussion
    • Examples of winning executive summaries
    • Examples of bad executive summaries
    • Key sections within the summary
  • Cover letters/Transmittal letter and how it is different from executive summary
This module describes why a “Buyer” issues an RFP and why the “Seller” gets the invitation to bid. We will briefly discuss about the sales cycle (including collateral development) in an enterprise solution/services perspective. Sales and opportunity pipeline management.
  • The road towards an RFP/Bid
  • Overview of C-Level meeting documents
  • Categories of marketing collaterals and their specific usage
    • Examples of the most common and customized collaterals
  • Sales funnel analysis
  • After RFP to project sign-off (key activities)
  • Orals and presentations
    • Board room real life experience of orals meetings
  • Pricing and price negotiations
  • Introduction to e-Auction and actual bidding
  • Service/solution provider transitions and key challenges
    • Developing/Modifying project timeline (sample timeline analysis)
    • Negotiating on transition costs

Please Find Pre Sales And Bid Management Training Course Duration


    Course Duration

Class Duration

Saturday – Sunday

35 – 45 (Hours)

2 Hours


35 – 45 (Hours)

2 Hours



What is Pre-Sales?

Pre-selling refers to a condition to educate your visions related to a specific product and service. There is a need to remove any possible objections or battle your prospects will have about a specific product/service. It is just by removing any objections or even resistance your prospects have that will they find into a shopping mood.

Why Need Pre Sale for a business?

Pre-Sales is a broadly widely valued team in the IT/ITES Services areas for all the back end assistance or even knowledge they create for winning large scale bids. The Business Analysts discussion with the customer and confine the needs. Both teams work in tandem and add considerably to win large deals. Particularly in the initial stage when the product is new and you are creating a procedure to sell, Pre-Sales implies to calm down Product Management, Training & Product Support and Product Delivery among others.

What is Bid Management?

Bid Management requires the organization of writing, submission as well as paperwork of bids. It is important that an organization has a tried and confident process in place for ending all of it’s tenders. This assists to keep quality as well as timely delivery. Just enjoying a more streamlined procedure which is proficient, with quality control measures in place, will convert an organization’s Bid Writing and even Management processes.

What is Pre-Bid Scenario?

Providing the chances to bid on silent auction products before your event is a grand way to begin raising funds as well as creating build excitement. There is no exact time like the present to start raising money!” Don’t wait. Begin everything with online fundraising as quickly as you can. Let your auction products begins raising cash in the weeks before your event, not simply on event night.

What is Sales funnel analysis?

A sales funnel is well known powerful marketing tool, chiefly for online marketers who naturally don’t have a possibility of having personal contact with their readers as well as customers as it’s all completed online. Sales funnel analysis is to put a possible customer with the help of a series of steps planned to lead them through a funnel so that if and when they arrive at the end, they’ll have little preference but to buy the offer being promoted to them.


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