The presales executive is responsible for supporting the sales team by understanding customer requirements, qualifying leads, delivering product demonstrations, preparing proposals, and coordinating with internal teams to ensure successful customer engagement. The role focuses on converting prospects into qualified business opportunities while providing an excellent customer experience.
Key Responsibilities
- Generate and qualify inbound and outbound sales leads.
- Understand customer requirements and identify suitable products or solutions.
- Conduct product demonstrations and presentations (online/offline).
- Coordinate with the sales team to prepare proposals, quotations, and solution documents.
- Gather customer requirements and communicate them effectively to technical and implementation teams.
- Respond to customer inquiries through calls, emails, and meetings in a timely manner.
- Maintain and update CRM with lead details, follow-ups, and sales activities.
- Schedule meetings and coordinate discussions between prospects and the sales team.
- Assist in preparing RFP/RFQ responses, presentations, and sales collateral.
- Follow up with prospects to nurture leads and increase conversion rates.
- Coordinate with internal departments to ensure smooth proposal and onboarding processes.
- Maintain knowledge of company products, services, competitors, and market trends.
- Support sales campaigns, webinars, exhibitions, and marketing events.
- Prepare daily, weekly, and monthly activity and pipeline reports.
- Ensure customer queries are resolved professionally with minimal escalations.
- Maintain confidentiality of customer information and company data.
- Achieve individual lead generation, qualification, and conversion KPIs.
- Contribute ideas to improve sales processes and customer engagement.
- Continuously upgrade product knowledge and communication skills.
About Company: We are known for providing fast and reliable services for almost 10+ years, with our highly efficient teams that are loved by our clients. 24*7 assistance just a phone call away, we are the best when it comes to various business management products like Tally.ERP 9. Our business-focused approach and the consultative way of working make us different from the rest. Today, we are stronger than ever. Customer satisfaction is the utmost priority.
