Presales Executive

Role Summary

The Pre-Sales Executive is responsible for handling inbound and outbound leads, qualifying potential customers, and coordinating site visits. The role focuses on generating quality leads, ensuring timely follow-ups, and supporting the sales team in converting prospects into customers.

Key Responsibilities:

Lead Management

• Handle inbound leads from digital platforms, portals, calls, and walk-ins
• Make outbound calls to prospective customers
• Explain project details, pricing, and offers clearly

Lead Qualification

• Understand customer requirements such as budget, location, and timeline
• Identify serious buyers and filter non-relevant leads
• Maintain proper lead classification for effective follow-up

Site Visit Coordination

• Schedule and confirm site visits for interested customers
• Coordinate with the sales team for visit arrangements
• Follow up after site visits to capture feedback and interest level

Follow-Up & Conversion Support

• Ensure regular and timely follow-ups with prospects
• Maintain strong communication to keep prospects engaged
• Support the sales team in lead conversion

CRM & Reporting

• Update all leads and interactions in CRM systems
• Track lead status and follow-up activities
• Prepare daily/weekly reports on lead progress

Customer Interaction

• Provide accurate and updated project information
• Handle basic customer queries professionally
• Escalate complex queries to the concerned team