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Transform your Presales resources
into driver of Sales Performance

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Keys to Success in Responding to a Tender

Discover the new keys to improve your sales performance with AI Agentic platform

Strategy

Align Presales investment with strategic plan

Develop a Presales Investment Plan defining the investment budgets to be allocated across Product / Market segments in order to align Presales investments with the objectives of the strategic plan.

Performance

Drive performance of your Presales investment portfolio

Drive Presales resource performance by integrating investment portfolio management metrics to improve return management, capital allocation, and risk management.

Investment

Transform Presales resources in capital to invest

Apply investment portfolio management principles to optimize the allocation of Presales capital and maximize the return on investment across different sales opportunities.

Productivity

Invest more with Presales productivity improvement 

Industrialize Presales activities to increase the capacity available for investment in new sales opportunities.

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The Pillars of our Offer

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Pillar 1: Presales Investment Management

Transforming Presales into Investable Capital

Presales Investment Management is a new Presales operating model that aims to apply the fundamentals of managing an investment portfolio:

  • Maximize yields

  • Align the investment plan with the strategy

  • Optimize the allocation of investment capital - Reduce risks

  • Managing performance

This operating model directly impacts commercial performance in terms of revenue growth and improved margin levels, with the objective of:

  • Increase the conversion rate

  • Align Presales efforts with strategic directions

  • Optimize resource allocation on opportunities

  • Reduce risks and production losses

  • Managing Presales Activity

Pillar 2: Presales Excellence

Engage the Presales organization in a process of continuous improvement

Managing performance through KPIs specific to Presales Investment Management in order to measure:

  • Value generated in revenue or margin

  • Productivity

  • Costs

  • Innovation

  • Customization level with compatibility for AI analysis

  • Level of industrialization

 

Identify areas for improvement:

  • Internal review: Go -No go, Win / lost review,…

  • Industrialization: Response to questionnaire,

  • Documentary: Technical report, Business proposal…

  • Governance: Response to RFP

 

Governing Continuous Improvement

  • Management and monitoring of the continuous improvement plan

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Pillar 3: Presales Productivity

Industrializing Presales Processes with AI

The deployment of generative AI within Presales teams is already enabling productivity gains with a relative impact on the organization and processes.

The arrival of Agentic AI platforms, enabling the industrialization and automation of entire presales activity flows, implies the need to implement a transformation plan across four dimensions:

 

  • Resources: Staffing, organization, skills, productivity

  • Process: Go/NoGo review, Production proposal, …

  • Performance: KPIs, cost analysis, ROI

  • Security: Process of controlling information generated by AI

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Our services

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Step 1: Diagnose

  • Performance Audit

  • Audit Resource Management Presales

  • Organization & Process Audit

  • Tooling audit

  • Audit deliverable

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Step 2: Analyze

  • Creation of Presales Investment-Oriented KPIs

  • Investment Portfolio Dashboard

  • Analysis of investments made

  • Analysis of Presales Capital to Invest

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Step 3: Planning

  • Presales Investment Plan by Offer / Market

  • Forecast of capacity needs

  • Presales Organization and Process Transformation Plan

  • Adoption Plan

  • Continuous Improvement Plan

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Step 4: Transform

  • Implementation of transformation plans

  • Process automation with Agentic AI

  • Managing the transformation

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Diagnosis

The allocation of Presales resources often remains difficult to manage: teams are called upon on an ongoing basis for numerous opportunities, effort levels are rarely correlated with the value of deals, and the real contribution of Presales to commercial performance remains insufficiently measured.

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The Presales Investment Management approach aims to reposition Presales at the heart of the growth strategy.

 

The first step is to conduct a diagnostic assessment of your Presales organization to answer three essential questions:

 

  • Are we investing our resources in opportunities with the greatest potential for value creation?

  • Is the level of Presales effort consistent with the value, margin, and probability of winning the deals?

  • Do we have the right indicators to manage the return on this commercial investment?

 

Through the analysis of your business data, resource allocation, and team practices,
An identification of the levers for improvement and opportunities for performance gains is carried out.

 

The objective: To provide a clear vision of the profitability of your Presales investment and a concrete roadmap to improve your conversion rate, optimize your resources and maximize your profit margin.

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Flash Audit
Performance Presales

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Audit
Investment Portfolio

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Audit
Process Automation

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Our added value

B4W Consulting's value lies in its 100% commitment to supporting your bid response team in order to maximize the commercial performance of your bid submissions.

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Expertise & Experience 

Consultants with over 20 years of experience in responding to bids in the IT market.

Expert Network

B4W Consulting has developped a partnership with Sequesto,
AI Agentic platform vendor 

Methodological Approach

A pragmatic methodological approach based on industry standards for IT services.

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Contact us
Take some time to discuss on
how to improve your win rate on
your responses to requests for proposal

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