Sales Executive Pre Sales

1. ROLE PURPOSE

Qualify incoming leads and convert them into confirmed site visits for the Sales Closer.

2. KEY RESPONSIBILITIES

Lead Management

• Call new leads (ads, portals, website, referrals) promptly
• Qualify on budget, location, configuration, timeline and intent
• Tag as Hot / Warm / Cold / Not Interested in CRM

Follow-Up & Site Visits

• Follow up via calls and WhatsApp; re-engage old leads
• Pitch project and USPs; confirm visits and share brochure/location

Coordination & Reporting

• Brief the Sales Closer on customer needs before each visit
• Update CRM after every call; share daily/weekly lead reports

Key KPIs

• Response time, leads contacted, qualification rate, site visits, lead-to-visit conversion, CRM accuracy