Sales Engineer/Pre-Sales Engineer
Sales Engineers play a key role in the selling process for an organization, they work as the technical partner along with Account Executives to plan, prepare, present and execute customer deals. Sales Engineers use their technical expertise to determine the technical requirements to meet customer objectives and liaise between sales and other teams such as product, engineering, etc.
Sales Engineer’s job has gotten more complex in recent years as customer needs have grown and customers are looking to get value quickly for their investment. Today’s technical selling process has more customer queries, customer specific use cases demos and detailed technical analysis of product/service capabilities.
Sales Engineers need to have clear well defined plans to be able to achieve their difficult responsibilities, they have the dual task of understanding the sales strategy along with technical capabilities of the services/products.
OKR methodology can help sales engineers immensely in defining their goals that are aligned to the sales strategy but provides the flexibility to be creative at the same time. OKR methodology is simple, agile, transparent and will help bring everyone together for focused execution during the selling process.
OKRify, a OKR software in Salesforce can provide added benefits along with the OKR framework for Sales Engineers. OKRify is built for Salesforce customers in the lighting platform and provides the ability to manage team or individual goals right in the Salesforce providing Sales Engineers the ability to manage their objectives right in the same place where they work on the opportunities and deals. OKRify comes with many features that will benefit roles such as sales engineer in the sales team
- Key Result contributors to collaborate with anyone in your organization
- Milestone KR Type for tasks/projects such as a customer deal
- Automatic KR progress update using any salesforce object such as opportunity
- Simple, intuitive UI and a central hub to manage all their OKRs in Salesforce
Here are some example OKRs for Sales Engineers. These OKRs are also available in OKR software, OKRify and can be easily copied with a single click.