Presales Lead

Department: Pre-Sales
Reporting To: Team Leader/ Manager Pre-Sales
Experience: 0–3 Years

Role Overview

The Pre-Sales Agent will be responsible for managing assigned leads, engaging customers through calls, generating and scheduling appointments, and ensuring customers attend the scheduled meeting with the Sales team.

Key Responsibilities / KRAs

• Call assigned leads and ensure timely first contact.
• Understand customer requirements and qualify leads.
• Maintain regular follow-ups with interested customers.
• Schedule appointments as per daily/monthly targets.
• Confirm appointments and ensure customers join and attend the scheduled meeting.
• Manage the lead journey from lead assignment till meeting attended.
• Follow up on missed, cancelled and rescheduling appointments.
• Achieve daily calling, connected calls and talk-time targets.
• Achieve daily/weekly/monthly appointment and completed-meeting targets.
• Maintain accurate lead status, follow-ups and dispositions in CRM.
• Ensure minimum lead leakage through timely follow-ups and proper tracking.
• Coordinate with TLs and Sales Managers for appointments and customer requirements.
• Handle basic customer queries and objections professionally.
• Maintain high-quality customer interactions and follow company calling processes.
• Escalate high-potential leads, customer concerns and critical issues to the TL.
• Contribute towards improving lead-to-appointment and appointment-to-meeting conversion.

Key Performance Metrics

• Calls Dialed
• Connected Calls & Connect %
• Total / Net Talk Time
• Follow-ups Completed
• Appointments Scheduled
• Appointment Target Achievement
• Completed Meetings
• Meeting Attendance %
• Lead-to-Appointment Conversion %
• CRM Accuracy
• Call Quality / Customer Experience

Skills Required

• Good communication and convincing skills
• Strong follow-up and customer-handling ability
• Target-oriented and disciplined approach
• Good listening and objection-handling skills
• Basic computer/CRM knowledge
• Ability to work in a fast-paced, target-driven environment

Core Accountability

“Own every assigned lead and convert it into a qualified, scheduled and successfully attended customer meeting for the Sales team.”