Sales Executive

Roles & Responsibilities Field Visit (Sales Team)

1. Customer Visits & Relationship Buildingo Meet prospective and existing clients as per planned route or appointments.o Build strong relationships with key decision-makers and influencers.o Understand client pain points and suggest relevant solutions.

2. Lead Generation & Opportunity Identificationo Identify new business opportunities during field visits.o Gather data on upcoming projects, expansions, or IT infrastructure needs.o Qualify leads and log them into CRM with proper details.

3. Product Promotion & Presentationso Showcase USAMs offerings – Laptops, Desktops, Printers, Networking, Software (AutoCAD, SketchUp, Adobe, etc.).o Conduct basic product demos or coordinate with the technical team when required.o Distribute brochures, datasheets, or presentations during client meetings.

4. Follow-ups & Conversiono Follow up on previous visits, quotations, and proposals.o Push for closures and coordinate with the inside sales/technical team for proposal support.o Update status regularly in CRM or reporting sheet.

5. Market Intelligence & Competitor Trackingo Collect insights about competitor products, pricing, and positioning.o Report market trends and feedback to the branch manager for strategy planning.

6. Reporting & Documentationo Maintain a daily visit report with details of meetings, outcomes, and next steps.o Update CRM or Excel tracker with visit summaries, lead status, and follow-up action points.

7. Coordination with Internal Teamso Work closely with pre-sales, support, and inside sales for technical queries or solution proposals.o Share customer requirements clearly to ensure correct product mapping.

8. Target Achievement Focuso Align all field activities with monthly/quarterly targets (billing, new accounts, LC, renewals).o Take ownership of zone-wise or vertical-wise sales targets.