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Pre-Sales Solutioning and Winning New Clients
Solution architecture decks, effort estimation and commercial proposals for new Dynamics 365 clients.
Turning a prospect's problem into a credible solution, a defensible estimate and a proposal they can say yes to.
The challenge
Winning ERP deals means showing a prospect you understand their business before you are paid to solve it, and giving them an estimate they can trust.
What I did
- Ran pre-sales discovery with prospects to understand processes, pain points and goals
- Built solution architecture decks mapping needs to Dynamics 365 and Power Platform
- Created effort estimation workbooks with clear assumptions and contingency
- Wrote commercial proposals and bid responses for new client acquisitions
The impact
- Estimation workbooks and proposal formats adopted by DynaTech leadership
- Proposals grounded in real delivery experience, so wins became deliverable projects
- A smoother handover from sale to delivery
Tools and methods
Dynamics 365 F&O, solution blueprints, bottom-up effort estimation, business cases, proposal and SOW writing.
Working on something similar?
Need a second opinion on an ERP proposal, estimate or vendor shortlist? I am happy to help.
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- Send me a message. I reply within 24 hours
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Pre-Sales
Solution Architecture
Effort Estimation
Proposals
Business Development
Need someone to lead your D365 program?
I’m open to D365 F&O, solution architect and program management roles and responsibilities, and to selected consulting projects.
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