CRM Executive Sales Representative

Position Overview:

As an Executive Sales Representative, your primary responsibility is to actively call potential clients, build strong relationships, and drive sales closures. You will guide clients through the technical aspects of setting up plant solutions, but your focus is on proactive outreach, persistent follow-ups, and converting inquiries into confirmed plant visits and sales.

This is a target-driven sales role that requires initiative, relationship-building, and a strong ability to influence decision-making at every stage of the client journey. Your objective is to build trust, provide valuable insights, and nurture prospects through the sales cycle, with a focus on setting up plant visits at our demo facility in Ajmer.

Key Responsibilities:

Sales Outreach and Calling

• Actively call potential leads assigned through CRM, marketing campaigns, and inbound inquiries.
• Initiate first contact, follow up consistently, and guide clients from initial interest to booking plant visits and sales closure.
• Maintain a minimum daily and weekly call and meeting target, with clear tracking on CRM.

Client Profiling

• Understand the client's current business, challenges, and goals, especially in the agri-processing industry.
• Evaluate infrastructure readiness (land, building, or shed availability) and timelines.

Client Relationship Building

• Establish and maintain strong relationships with clients, creating a consultative and educational sales approach.
• Act as the primary point of contact for clients after initial inquiry (L0), providing in-depth consultations.

Plant Consultation

• Conduct detailed discussions about plant requirements, including capacity, materials to be processed, and the ideal setup for their needs.
• Provide clarity on the different sections of the plant, such as cleaning, conditioning, and milling, and how these impact the final product.

Budget & Investment Planning

• Understand and discuss the client’s estimated budget, providing guidance on which plant setup is most suitable for their budget.
• Present relevant options and provide initial quotations for their plant setup.

Plant Visit Promotion

• Encourage potential clients to visit the demo plant at Ajmer for a first-hand experience.
• Explain the benefits of the plant visit, highlighting the value of seeing the plant in action and meeting with senior experts.

Collaterals Sharing

• Share brochures, videos, and quotations that match the client’s requirements.
• Customise the information based on the client’s specific needs and goals.

Consultation Scheduling & Follow-Ups

• Schedule calls and meetings to continue discussions and further educate clients.
• Follow up with clients who may need more time or information before making a decision.

CRM Data Entry & Documentation

• Log all client interactions, updates, and information in the Odoo CRM system.
• Ensure proper tagging and detailed notes to allow seamless transitions to other sales team members if necessary.

Qualifications & Skills:

• Experience: Minimum of 2 years in a sales or technical consultation role, ideally in the manufacturing, agri-processing, or industrial sectors.
• Communication: Strong verbal and written communication skills, with the ability to explain technical concepts clearly and in an easy-to-understand manner.
• Customer Focus: Ability to build rapport, establish trust, and nurture relationships with clients.
• Problem Solving: Analytical thinking with a problem-solving attitude to understand client needs and offer suitable solutions.
• Technology Skills: Familiarity with CRM systems (preferably Odoo) and basic office software (Word, Excel, etc.).
• Educational Qualification: Bachelor’s degree in Business, Sales, Engineering, or a related field.
• Language: Fluent in English and Hindi. Additional regional languages are a plus.

Additional Requirements:

• Willingness to travel: Travel to client locations and the Ajmer demo plant when necessary.
• Client Visit Assistance: Assist clients in planning and preparing for their visits to the Ajmer plant.

Working Environment:

• Office-based with periodic travel to meet clients and facilitate plant visits.
• Opportunity for growth within the company as part of the sales team.

Hybrid Role: While this role offers flexibility, frequent travel to Ajmer is required for client demos and team collaboration.