The Ultimate Guide to a Career as a Salesforce Presales Consultant
With over 150,000 partners worldwide, Salesforce is the world’s No.1 customer relationship management (CRM) platform. It offers a range of tools and services to streamline sales, marketing and customer service, all in one centralised platform.
Careers in Salesforce offer endless opportunities and there are many different jobs in Salesforce that work to maintain the functionality of the platform. With just under 10 million new Salesforce jobs predicted to be created by 2026 and excellent opportunities for career progression, there is no better time to work in Salesforce.
As Europe’s first Salesforce recruitment company, we at Resource On Demand are often asked by clients for advice around the many Salesforce job titles, what they mean and what skills they require. Each Salesforce job is suited to a different skillset which is why it’s important to know the difference if you’re considering a Salesforce career path.
In this guide, we’ll provide an overview of the Salesforce Presales Consultant job profile to help connect you with your dream Salesforce job.
What is a Salesforce Presales Consultant?
Presales is all of the activities that happen before a sale closes. This can include customer research, discovery calls and qualifying prospects. The intent is to gain an understanding of customer needs and match those to your solutions. Additionally, presales helps to uncover the leads most likely to result in a closed deal. This way, your team can work efficiently and focus on their best-fit customers.
A Salesforce Presales Consultant works closely with the sales team to understand customer requirements and provide expert guidance on the best Salesforce products and services for their business. They are often the first point of contact with a potential customer and they are responsible for understanding clients needs, conducting pre-sales consultations and qualifying leads.
What does a Salesforce Presales Consultant do?
Some of the main roles and responsibilities of a Salesforce Presales Consultant include conducting product demonstrations, developing proposals and articulating the value proposition of the Salesforce solutions. Depending on the organisation’s structure and the complexity of the sales process, they might collaborate with others who are not directly related to presales such as product managers, marketing professionals, and customer success managers.
Typical day-to-day tasks of a Salesforce Presales consultant may include creating buyer personas of their ideal customer to help them target the right customers and increase their chances of closing deals fast, making discovery calls to gather details about the prospective customer’s business goals and challenges and helping to create the presentation to hand off to the sales team. Essentially, their responsibilities involve understanding customer needs and collaborating with the sales team to ensure the best fit for the customer’s business.
Why is a Salesforce Presales Consultant role so interesting?
There are a number of reasons why the Salesforce Presales Consultant Role is so interesting. As well as providing a varied workday with the flexibility to work from home, the Salesforce Presales Consultant role is a highly rewarding customer-facing role. Salesforce Presales Consultants help build relationships with internal and external stakeholders and collaborate closely with sales teams to tailor solutions to fit each customer’s unique requirements. On a personal level, the role of the Salesforce Presales Consultant helps connect people with the best Salesforce products and services for their business.
How do I get a role as a Salesforce Presales Consultant?
To successfully land a role as a Salesforce Presales Consultant, a candidate should have hands-on Salesforce experience in configuration, customisation, and integration. They should also be up to date with the latest trends in Salesforce technologies and be prepared to discuss their Salesforce knowledge, experience and how they can add value to an organisation during interviews.
In terms of skills, an ideal candidate should be able to demonstrate strong communication and presentation skills and provide evidence of a time they have had to convey technical concepts to a diverse audience. It’s also beneficial for candidates to have multiple Salesforce certifications such as Salesforce Administrator and Salesforce Consultant certifications because this demonstrates their understanding of Salesforce implementation strategies and best practices.
What progression opportunities are there for a Salesforce Presales Consultant?
Each job in Salesforce offers its own unique Salesforce career path. There are various career progression opportunities for a Salesforce Presales Consultant including advancing to roles such as a Senior Presales Consultant or Presales Manager which involve more specialised skills, overseeing larger projects and leading teams. Alternatively, an individual may choose to transition into other sales or consulting leadership positions where they may assist with training sessions with users.
What salary can I expect as a Salesforce Presales Consultant?
In the UK, a Salesforce Presales Consultant can command a base salary of £65k to £80k given they have undergone Salesforce training, have 2 to 3 Salesforce certifications, 3 to 6 years of experience and a background in consulting. However, this can vary depending on a number of factors including the experience level of the candidate, location and company size. More senior Presales Consultants can earn between £80k and £90k because of their greater experience level and specialist skills.
