Pre-Sales Team Charter

I. Team Overview

A. Team Purpose

The purpose of the Pre-Sales Team Charter at [YOUR COMPANY NAME] is to support the sales process by effectively qualifying leads, providing technical expertise during the pre-sales phase, and ensuring seamless handover of qualified opportunities to the sales team.

B. Team Objectives

Lead Qualification Criteria:
- Define clear criteria for qualifying leads that align with our target customer profile.
- Ensure a streamlined process for lead qualification and disqualification.
Conversion Targets:
- Set specific conversion targets for moving leads through the pre-sales pipeline.
- Track progress towards conversion goals regularly.
Revenue Objectives:
- Contribute to the overall revenue targets by assisting in closing deals efficiently.
- Collaborate with the sales team to maximize revenue generation from qualified opportunities.

II. Roles and Responsibilities

A. Team Members

[YOUR NAME] - Pre-Sales Manager
- Lead the pre-sales team in achieving objectives and targets.
- Coordinate with sales, marketing, and product teams to enhance lead qualification processes.
[TEAM MEMBER 1'S NAME] - Pre-Sales Specialist
- Conduct product demonstrations and presentations to prospective clients.
- Collaborate with the sales team to develop tailored solutions for customers.

B. Key Responsibilities

Lead Qualification:
- Implement lead scoring methodologies to prioritize leads.
- Ensure all qualified leads meet predefined criteria before being handed over to sales.
Customer Engagement:
- Engage with customers to understand their needs and provide relevant information.
- Maintain a high level of responsiveness and professionalism in all communications.

III. Communication and Collaboration

A. Internal Collaboration

Regularly communicate with the sales team to provide updates on qualified leads and ongoing pre-sales activities.
Collaborate with marketing to align messaging and materials for pre-sales engagements.

B. External Communication

Represent [YOUR COMPANY NAME] professionally in interactions with potential customers.
Ensure timely and accurate responses to customer inquiries and requests for information.

IV. Performance Metrics

A. Key Performance Indicators (KPIs)

Lead Conversion Rate:
- The percentage represents the number of qualified leads that have been successfully converted into opportunities.
Response Time:
- The average amount of time that is taken to respond to the inquiries and requests made by customers.
Win Rate:
- The proportion of engagements that occur during the pre-sales stage that subsequently lead to successful deals being closed.

B. Measurement and Reporting

Establish a system that will be dedicated to monitoring and subsequently reporting on Key Performance Indicators (KPIs).
Conduct regular reviews to assess team performance and identify areas for improvement.

V. Resources and Support

A. Tools and Technology

Utilize CRM systems and sales enablement tools to streamline pre-sales processes.
Provide necessary training and support to team members on using relevant tools effectively.

B. Training and Development

Conduct ongoing training sessions to enhance product knowledge and presentation skills.
Encourage continuous learning and development within the team.

VI. Approval and Amendments

A. Approval

The Charter, which is designated for the Pre-Sales Team's guidance and standard procedures, has been formally reviewed, endorsed, and given approval. The individuals that provided their signature and approval for this certifying document are detailed below:

[YOUR NAME], (Pre-Sales Manager)
[DATE SIGNED]

B. Amendments

For any amendments to be made to this charter, they must first receive approval from the Pre-Sales Manager. Once approval has been secured, these changes must be then promptly communicated to all members of the team.