Position: “FIELD SALES EXECUTIVE
Education Qualification: Bachelor’s/Diploma in Electrical/Electronics/Instrumentation
Experience required: 2- 3 years in B2B sales in the field of electrical, electronic or instrumentation
Location: Bhopal, Raipur, Surat
Gender: No gender-biased
Salary: 20,000 - 30,000 p.m
Responsibility Deliverables - Sales meetings
• Product Overview Demo, Proof of Concept
• Configuration Finalization
• Funnel Management
• GeM
• Price Negotiation
• Order Closing
• Relationship Building
• Account Mapping
• Roadshow and Events
• Skills upkeep
• Reviews
Task & Activities - Enquiry handling
• Determine whether a meeting is required or not as per the guideline within
24 hours and revert the decision the received mail (on CRM)
Sales Meetings
• Decide whether the leader is required for the meeting or not
• Pre preparation for the meeting using the checklist
• Handle the meeting as per the company SIM/ Sales Manual
• Post meeting reporting as per the template and raise demo request to AE &
IS according to the demo model qualifying list
• Sending a thank you email to the customer with MOM & next action steps
within 24 hours
Sales Presentation
• Customize the standard presentation
Product overview demo Qualification
• When a customer asks for a demo, do the product presentation to the
customer
• If after that need arises then send product overview demo request form to
IS
Product overview demo
• Sending an email to the customer to set the expectations & time, date,
location confirmation placing a product overview demo request to the operation team using the
checklist
• Conduct the product overview demo as per the product overview demo
golden guidelines
• Fill the product overview demo feedback form and get it signed by the
customer
• Send an email to the customer with the configuration and feedback form
Proof of Concept
• Decide on whether a POC has to be done or not on the basis of POC
qualification guidelines
• Send POC request form to IS & AE along with the answered POC qualification
guideline
Configuration finalization
• Finalize the configuration for the customer
• Decide the pricing strategy (lowest we will go to)
• Pass the final configuration & pricing strategy to back-office team for
proposal making
Funnel Management
• Follow the sales progress tracker
• Update the stages in the funnel as required
• Extracting the forecast for the timeline based on the correct understanding
of the customer processing movement
• Gap Analysis of Qualified Lead Generation
• Fill the Gap bridging template with long term actions
• Run the identified campaigns as per their processes
GeM
• When a customer asks for the purchase through GeM, alert the back office
team with the configuration
• Co-ordinating with the purchaser for GeM purchase
Price Negotiation
• Prepare for the price limit approval checklist and fill the template of
discount request form as per principle & send it to the leader
• Get the needed approvals to set the price limits
• Conduct the negotiation
• Post meeting reporting as per the template
• Sending an email to the customer with MOM & next action steps
• Send the final price & terms to IS
Closing
• Get the PO copy from the customer
• Make the lost order report and submit (if applicable)
Relationship building
• Qualify the closed customer as per B guidelines
• Do account mapping for the identified B
• Move the B to A using the B to A guidelines
• Maintaining a relationship with A customer to keep them A
Account Mapping
• Fill out the account mapping template for the customer
• Every visit to the customer ask for reference within the organisation and
outside the organisation
Roadshow and event
• Generating leads for doing an event as per event-customer qualification
guidelines and pass to the IS team – for the roadshow
• Execution of the event (roadshow, event, exhibitions)
• Leads generated to be passed on to the calling
Campaign funnel creation
• Identifying the product category lacking in sales (region/complete)
• Identifying the segment lacking in sales (region/complete)
Customer feedback usage
• Passing on any positive customer feedback to the marketing team
Marketing Campaigns
• Run the campaign to generate leads
• Pass on the leads to the marketing team
Query handling – external/internal
• Respond to the needful person by email within 24 hours
• Solve the query
LG – Gap Analysis
• Gap Analysis of Lead Conversion (as per your role)
• Fill the Gap bridging template with short term actions
• Run the identified campaigns as per their processes
Skills upkeep
• Follow the PRE calendar made for self (soft, technical, role-specific,
marketing)
Customer feedback usage
• Passing on any positive customer feedback to the marketing team
Reviews
• Be a part of the STOP reviews
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