5 min read
Automation Isn’t Replacing PreSales! It’s Elevating It!
Automation takes repetitive work off presales teams so they can spend more time on discovery, strategy and real customer conversations.
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AI and automation in presales, and how to put them to work.
Chapters
- 1
Future Trends
Where presales is heading: AI and automation in the daily work, data-driven demos, and staying current as a compliance duty.
4 min read
- 2
AI for PreSales (Prompting)
How to prompt AI tools for presales work: the basics, good practice, 41 techniques with reusable templates, and the tools worth trying first.
10 min read
- 3
AI Toolkit for PreSales: Models, MCP, Connectors and Skills
What presales people need to know about AI tools today: APIs, MCP, connectors, skills, plugins, agents, and which model fits which presales job.
10 min read
Articles
- 6 min read
AI Won’t Replace PreSales Teams, But PreSales Professionals Who Use AI Will Replace Those Who Don’t
AI will not replace presales teams. People who use it well will outpace those who don't. Where AI helps today and how to start.
Read more - 8 min read
Top 19 Focus Areas for Presales Professionals in 2025
Nineteen areas for presales to focus on in 2025, from storytelling and personalised demos to AI, buyer enablement and ethics.
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Templates
Included with the courseDOCX · 2.4 MBAI guidebook for presales
How to use AI tools in discovery, demo prep, RFPs and follow-ups, with example prompts.
Included with the courseXLSX · 29 KBPrompting techniques library
A sortable list of prompting techniques with when to use each one.