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Presales Competency Levels

Written by Mark Green | Sep 23, 2025 9:08:21 AM

Whether you’re starting out in the world of presales or you’ve mastered much this life has to offer, it can be difficult to gauge where you stand because actually writing down what good looks like doesn’t happen all that often.

So this is what I’ve done: With the help of industry experts across the world, I’ve documented some helpful pointers that you should follow to understand what’s worthwhile to concentrate on when building your presales prowess.

It’s not an exhaustive list as every company and every industry has their own unique requirements. Instead, it’s designed as a guide to get you started, and something you can be proud to say you’ve accomplished. Aspects of these levels could even form part of your CV as hiring managers love to know you’ve got the bases covered.

Product Expertise

To communicate the abilities of the product while delivering the message in a way that relates to buyer needs.

  1. Deliver a 5 minute, value-based executive summary designed to cover the main topic areas without diving into specific detail, but showing an understanding of the buyer’s industry.

“John Care – which should always end with a question to engage the listener. We say give the elevator pitch the shaft!”

  1. Deliver a focused, value-based pitch about the main product purpose and in-depth demonstration for the most important areas.
  2. Present the business benefits of change, how the product supports these, and describe how they relate to the specific goals of the buyer
  3. Present an end-to-end product/service demo, weaving buyer needs, change benefits and industry trends into a demonstration.