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Best Practices from Sales Engineering Leaders


As a Sales Engineer, you have so many things on the go: demoing and presenting to clients, customizing solutions, completing RFP and Security Questionnaire responses, etc. Being so busy means that you don’t have a lot of spare time to look for resources on the latest industry trends, tools, and best practices.

But don’t worry, we’ve got you covered!

We’ve put together an eBook, combining tips and advice from these leading Sales Engineering experts:

With years of industry experience behind them, they’ve picked up a great deal of best practices and insights along the way. These tips will help you better collaborate with your sales team, discover how you can leverage technology to focus on what matters, and learn about ways you can further develop your Sales Engineering career. We can’t wait to share this wealth of knowledge with you!

Below is a preview of the brilliant tips you’ll find in this eBook.

Marcell Babai
Communication is key. Every successful sales engineer and sales rep pair I’ve seen or worked with had exceptional communication. They had a regular cadence for discussing their work, provided lots of constructive feedback to one another, and trusted each other.
Marcell Babai | Manager, Enterprise Sales Engineering | Looker
Elliott Moadus
I think it’s important that sales and sales engineers present together as much as possible. Develop a feel for each other’s style and help compliment each other in the discussions. Doing this makes the conversation flow and helps ensure that no details fall through the cracks.
Elliott Moadus | Director, Solutions Consulting | Envestnet | Yodlee  
Katie Tierney
Always make sure you have pre-calls before ANY customer meeting. Be clear on what you’re trying to accomplish, how you’re going to accomplish it, and who owns what actions.
Katie Tierney | Senior Director, Global Pre-Sales | WhiteHat Security    

Want to see more tips? Download this eBook to get the complete collection of the Sales Engineering best practices.

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