How to write a good pre-sales plan

In addition, readers need to be reminded that this article is about the pre-sale plan, not the implementation plan after the project starts. In the pre-sale stage, after simple investigation, it is generally necessary to make an ERP implementation plan, planning plan, solution and other things for an enterprise. Under normal circumstances, this scheme is jointly formulated by the consulting company and the enterprise ERP project team after the preliminary investigation of the enterprise. Its main function is to lobby the enterprise project decision makers and at the same time serve as a reference for the enterprise leaders to make selection decisions. I usually write it as follows. Please forgive what my family said. Schema framework (the following is a simple writing, and the complex writing framework is much more complicated than this): 1. The introduction mainly talks about the informatization trend, the industry to which the enterprise belongs, especially the informatization trend of competitors. Two. The current situation analysis of enterprises is mainly the problem analysis. Problems refer to problems that can be solved by informationization, not irrelevant problems. These problems * * *, such as: information islands can not be integrated and shared, enterprise processes are inefficient, and costs can not be effectively controlled. At the same time, we should also analyze some special problems of our enterprise and its industry, such as the urgent demand of fast-moving consumer goods industry for efficient supply chain management. The writing of these questions can draw lessons from the schemes of some consulting companies, especially the expression of the questions. The schemes of many consulting companies are exemplary. This part is the most important. Generally speaking, it should be divided into the following chapters. 2。 Process optimization and reorganization. 3。 Copy the best business practices of the enterprise. Four. The realized value and income should be distinguished from measurable, unmeasurable and measurable, and even refined into balance sheet matters. Five. The preliminary planning of project implementation can be simply described by Gantt chart, indicating time, stage, achievements, participants, etc. Six. Estimated project funds. Software and hardware investment, consulting fees, salaries of new project team members, etc. This budget estimate is also a preliminary quotation process. The specific price should be cautious, neither too much nor too little, and find out the psychological bottom line of the other party. Seven. Some suggestions. For example, we should start the project as soon as possible, pay attention to the welfare of the project team members and so on.