Pre-Sales Executive

Location: Navlakha, Indore

Employment Type: Full-Time

Work Mode: Work from Office (On-Site)

Salary: Up to ₹20,000 per Month

Job Summary

We are looking for a proactive and detail-oriented Pre-Sales Executive to support the business development team by identifying potential leads, qualifying prospects, maintaining accurate data, and scheduling meetings for the sales team. The ideal candidate should possess strong communication, research, and organizational skills with the ability to manage data efficiently and contribute to business growth.

Key Responsibilities

Data Management

• Research and identify potential leads through various online platforms and databases such as EW, CBSE, NIRF, IPSC, and other relevant sources.
• Maintain accurate and updated lead information in CRM and Google Sheets.
• Ensure timely data entry, verification, and maintenance of customer records.
• Organize and manage lead databases for future sales activities.
• Assist in planning and organizing sales events and outreach campaigns.

Lead Generation

• Conduct outbound calls to qualify potential leads.
• Understand customer requirements and assess business opportunities.
• Create and update qualified prospects in the CRM system.
• Schedule meetings between qualified prospects and the Business Development team.
• Coordinate with the sales team to ensure smooth lead handover.

Sales Support

• Track and monitor sales opportunities and potential clients in CRM.
• Support the Business Development team by maintaining the sales pipeline.
• Assist in managing existing customer accounts and identifying new business opportunities.
• Follow up with prospects and maintain regular communication.
• Ensure timely updates on lead status and customer interactions.

Key Deliverables

• Accurate and timely maintenance of CRM and lead database.
• Identification and qualification of high-quality sales leads.
• Timely scheduling of client meetings for the Business Development team.
• Consistent support in maintaining the sales pipeline.
• Effective coordination between Pre-Sales and Business Development teams.

Performance Metrics

• Number of qualified leads generated.
• Value of qualified sales opportunities created.
• Accuracy and timeliness of CRM updates.
• Number of meetings scheduled for the sales team.
• Lead-to-opportunity conversion rate.
• Quality of leads delivered to the Business Development team.
• Overall contribution to sales pipeline growth.

Requirements & Tech Stack

• CRM Software (Zoho CRM preferred)
• Google Sheets
• Microsoft Excel
• Internet Research
• Sales Process
• Lead Qualification Techniques

Qualifications

• Bachelor's degree in Business Administration, Marketing, Commerce, or a related field.
• Strong communication and interpersonal skills.
• Good research and analytical abilities.
• Basic knowledge of CRM software and Google Sheets.
• Ability to manage multiple tasks efficiently.
• Positive attitude with a willingness to learn and grow.
• Strong organizational and time management skills.
• Attention to detail.
• Problem Solving.
• Technical Knowledge.
• Lead Generation.
• Data Research.
• Data Management.
• CRM Management.
• Sales Support.
• Customer Interaction.
• Organizational Skills.

Core Competencies

• Strong research and analytical mindset.
• Excellent communication and interpersonal skills.
• High attention to detail and accuracy.
• Ability to work in a fast-paced environment.
• Strong organizational and planning skills.
• Self-motivated with a proactive approach.
• Team player with a customer-focused attitude.
• Ability to handle multiple priorities effectively.

What We Offer

• Competitive salary package up to ₹20,000 per month.
• Professional and collaborative work environment.
• Career growth opportunities in Sales and Business Development.
• Learning and skill development programs.
• Exposure to CRM tools and sales processes.
• Stable and growth-oriented career path.