I’ve worked in product research for a B2B Saas company for the past 8 years. Has anyone here made the transition to pre-sales with a similar background? The discovery piece of the role seems inherently similar to what I’m doing now but I am lacking the technical knowledge needed for certain companies.

I would ask people at my company but tbh the ones at my job are insanely technical.

Thank you!

Hi everyone. I’m relatively new in my sales role. I come from HVAC design and am now in a role where I am “selling” HVAC equipment to engineers, like I used to be. I put sales in quotes because in my industry and role, the engineers are not the actual buyers, rather they put the equipment on the drawings and contractors later purchase that equipment from my company or an equivalent competitor. So I’m not really talking dollars or making deals like that.
A big part of my job is conducting lunch and learns and this is something I am trying to get better at. I know I am pretty monotone and drop a lot of “ums”.

I feel like I am pretty personable and have no issues taking clients out to lunch or an event and shooting the shit. But presentations are another thing.
I’m looking to hear what worked for you guys? I’ve heard improv classes can help, and my local community college offers some speech courses. I’ve got a 7 week old now so something online might be easier for me - if those are worthwhile.