Pre-Sales Executive

Role & responsibilities

Customer Enquiry Management & Pre-Sales Support: Handle customer enquiries to schedule VCs for the Crane Division through telecalling and outbound customer outreach, understand customer requirements, coordinate quotation preparation and sharing, conduct regular follow-ups, and facilitate customer visits to the plant for product demonstrations and sales team visits to customer sites, plants, or offices. Call on all followups of sales managers and take the process further.

PRINCIPAL ACCOUNTABILITIES

Responsible for managing customer enquiries and pre-sales activities and scheduling VCs for the Crane Division, including contacting prospective customers, understanding their crane requirements, sharing product information, coordinating with the technical and sales teams for quotation preparation, sending quotations via email, conducting follow-ups, arranging customer visits to the plant for product demonstrations, and coordinating sales team visits to customer locations. Maintain accurate customer records and update all enquiry, quotation, and follow-up details in CRM and Google Sheets to support sales conversion and business growth.

Customer Calling & Requirement Management

• Contact prospective customers, introduce crane products, understand customer requirements, conduct regular follow-ups, and update customer details in CRM and Google Sheets, to schedule VCs for introduction and technical discussions.
• Number of calls completed, Number of VCs scheduled, qualified leads generated, customer requirements recorded and follow-ups completed on time.

Quotation & Customer Visit Coordination

• Coordinate quotation preparation with the concerned teams, share approved quotations via email, follow up with customers, arrange plant visits for product demonstrations, and schedule sales team visits to customer sites, plants, or offices.
• Number of quotations shared, follow-ups completed, customer plant visits arranged, and sales visits scheduled.

Preferred candidate profile

Technical / Functional Competencies (Critical for Success in the Role)

• Ability to understand and record customer requirements.
• Good telecalling, customer outreach, and follow-up skills.
• Basic knowledge of MS Excel and Google Sheets.
• Working knowledge of CRM systems and the ability to maintain accurate lead records.
• Basic knowledge of ERP software and email communication.
• Ability to coordinate quotation preparation, customer appointments, plant visits, and sales team visits.
• Ability to prepare daily calling reports and maintain follow-up schedules.

Behavioral Competencies (Expected Leadership & Workplace Behaviours)

• Good verbal communication and interpersonal skills.
• English is a mandatory requirement.
• Professional, polite, and confident communication with customers.
• Positive attitude, patience, and a customer-oriented approach.
• Good listening skills and the ability to understand customer requirements.
• Strong coordination, follow-up, and time-management skills.
• Attention to detail while recording customer information and quotation requirements.
• Ability to work collaboratively with the sales, technical, and commercial teams.
• Willingness to learn industrial products and follow company processes.