- Meet production, QA, IT, maintenance and management teams.
- Understand the customer's current process.
- Identify problems that can be solved through IoT + software.
- Ask the right technical and business questions.
- Prepare a requirement document.
- Understand machines, sensors, PLCs, existing software and networking.
- Identify what data the customer wants to monitor.
- Demonstrate IoT devices/sensors.
- Explain dashboards, alerts, reports and mobile/web applications.
- Connect the customer's problem to your actual solution.
- Conduct online as well as onsite demos.
- Basic architecture.
- Hardware requirement.
- Software modules.
- Approximate costing.
- Implementation timeline.
- ROI/business benefits.
- Convert customer requirements into clear technical points.
- Coordinate with developers/IoT engineers for feasibility.
- Follow the project from demo → quotation → implementation
- Salesperson
- → Customer visit + relationship + requirement gathering