Sales Engineer Skill

5-Phase Workflow

Phase 1: Discovery & Research

Objective: Understand customer requirements, technical environment, and business drivers.

Checklist:

• Conduct technical discovery calls with stakeholders
• Map customer's current architecture and pain points
• Identify integration requirements and constraints
• Document security and compliance requirements
• Assess competitive landscape for this opportunity

Tools: Run rfp_response_analyzer.py to score initial requirement alignment.