Pre-Sales Consultant

Job Title: Pre-Sales Consultant

Experience: 1 to 3 Years

Employment Type: Full-Time

Industry: IT Services / Software / ERP Solutions

Department: Sales & Business Development

Job Overview

We are looking for a proactive and customer-focused Pre-Sales Consultant to support business growth through solution consulting, product demonstrations, lead generation, and digital marketing initiatives.

The candidate will work closely with sales, marketing, and technical teams to understand customer requirements, identify business opportunities, and demonstrate how ERP Next and other business automation solutions can improve business operations.

The role involves pre-sales consulting, business process analysis, lead generation, digital marketing support, and SEO research.

Key Responsibilities

1. Pre-Sales & Solution Consulting

- Understand customer business requirements and operational challenges.

- Conduct ERP Next product demonstrations and presentations.

- Identify suitable ERP, CRM, HRMS, and automation solutions.

- Prepare proposals, presentations, scope documents, and RFP responses.

- Coordinate with sales and technical teams for solution delivery.

- Support requirement gathering and business process analysis.

2. Lead Generation & Business Development

- Research potential companies and identify decision-makers.

- Generate leads through LinkedIn, email, referrals, and networking.

- Build and maintain prospect databases using CRM tools.

- Qualify leads based on requirements, budget, and business needs.

- Schedule client meetings and product demonstrations.

- Follow up with prospects and maintain sales pipeline records.

3. Digital Marketing Support

- Create and publish content for LinkedIn, Instagram, websites, and blogs.

- Develop content related to ERP, CRM, HRMS, and business automation.

- Support digital marketing campaigns and promotional activities.

- Prepare brochures, case studies, presentations, and marketing materials.

4. SEO & Content Research

- Conduct keyword research related to ERP, CRM, HRMS, and business software.

- Identify content opportunities to improve website visibility.

- Support website content optimization and on-page SEO.

- Track keyword performance and basic SEO metrics.

- Research industry trends and business technology topics.

5. Internal Coordination

- Coordinate with sales, marketing, and implementation teams.

- Participate in webinars, exhibitions, conferences, and networking events.

- Support internal product training and sales enablement activities.

- Stay updated on ERP Next, Frappe Framework, and business automation solutions.

Desired Candidate Profile

- Bachelor's degree in Business Administration, Engineering, IT, Marketing, Commerce, or a related field.

- 13 years of experience in Pre-Sales, Business Development, ERP Consulting, Customer Success, or Solution Consulting.

- Exposure to ERP, CRM, SaaS, IT Services, or business software is preferred.

- Knowledge of ERP Next or Frappe Framework will be an added advantage.

- Understanding of manufacturing, inventory, finance, procurement, sales, or HR processes is desirable.

Required Skills

- Excellent verbal and written communication.

- Strong presentation and client-handling skills.

- Business development and lead generation.

- Pre-sales and solution consulting.

- ERP / CRM / SaaS knowledge.

- Digital marketing and SEO fundamentals.

- LinkedIn research and prospect identification.

- Proposal preparation and documentation.

- CRM tools and Microsoft Office / Google Workspace.

- Good analytical and problem-solving abilities.

Key Performance Indicators

- Qualified leads generated.

- Product demonstration and conversion rates.

- Sales pipeline contribution.

- Proposal conversion performance.

- Customer engagement.

- Digital marketing and content contribution.