Pat, Author at Sales Engineer Training

Author Archives: Pat


So you Want to be a Sales Engineer–Take this Quiz!

So you want to be a Sales Engineer. This short quiz will help you decide if you have what it takes to enter this exciting and rewarding field!

Before you take the leap, you should consider the pros and cons that a move to the “dark side” (AKA selling) implies. You may find that you’re more qualified than you thought–or you may avoid a costly mistake!

Enjoy the quiz and let me know what other attributes you consider important to this decision.

Do you have a technical background?

Do you like to talk, do you have the "gift of gab"?

Can you handle chaos in your work schedule?

Do you like to work on one project to completion or do you prefer a varied list of tasks?

Do you think salespeople are lying if  their lips are moving?

Thanks for taking the Quiz. How did you do? Please leave a comment and let us know!

A Technical Sales Process for Sales Engineers

The sales process for Sales Engineers is similar to the conventional sales process.

Sales Engineers are responsible for progressing the technical sale in concert with an Account Manager who is responsible for progressing the overall sale.

As a Sales Engineer, you need to focus on showing the prospect the technical detail needed to move the sale forward and engendering trust in you and your team as a reliable technical resource.

The sections below describe the phases of the technical sales process for Sales Engineers:


Technical qualification means looking for a fit between the prospects needs and your product. Your Sales Person will qualify for budget and business case; it’s your job to assess if your product can solve your prospects technical problems.


As a Sales Engineer, you’ll need to qualify each member of the prospect’s technical team. You’ll need to understand: who can help the sale, who can hinder the sale and who can provide relevant background information. A solid understanding of the decision process is critical to success here. Once you know the players and how they will work to choose a product, you can decide how best to influence them.


Once you know the key technical decision makers, you’ll need to understand what problems they need to solve and the goals they have. You’ll also need to help them understand the impact and severity of problems that they may not be aware of. There are three key areas of discovery that you need to understand:

Now – what is happening now, what is the current situation?

How –  are they doing things today, what is the process?

Ow – what pains are they experiencing and what goals are they trying to reach. What is the impact of their pain on their lives?


With a firm understanding of their technical needs and the impact they have on the organization, you can prepare and deliver a demo that proves your product can meet their needs. Using your understanding of the Now, the How and the Ow, you can craft value messages that will clearly show them the value of moving from what they are doing Now to Wow with your product!


For many complex or big-ticket items, a product evaluation is required. Your job is to shepherd the evaluation and to show them how your product solves problems that they care about. 

Technical Close

In a technology sale, the close may be as simple as asking for the next steps at the conclusion of each encounter. Your job is to keep the sale on track and moving forward at all times. The Sales Person will close the actual order in most technology sales situations.

Support and Grow

This critical, yet often neglected step is the best way to protect your customer from being poached by your competition and to increase year to year revenue. You need to demonstrate that you are there for them even after the sale is made.

If you have a question about the sales process for Sales Engineers, please ask in the comments section.

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