Software Sales Engineer

A Software Sales Engineer (also called a Pre-Sales Engineer or Solutions Engineer) is a technical expert who supports the sales process by bridging the gap between customer needs and the capabilities of a software product or solution. Their responsibilities combine technical know-how with strong communication and customer-facing skills.

Qualification : BE / MBA

Experience " 3+ years in software sales

CRM Software Sales Engineer : Key Responsibilities

1. Pre-Sales Consultation & Discovery

Work closely with sales reps to understand prospects' business challenges in sales, marketing, and customer service.

Conduct discovery calls or workshops to gather and analyze customer requirements around CRM usage.

Identify pain points in areas like customer acquisition, sales process management, lead tracking, or customer support workflows.

2. Product Demonstration & Technical Presentation

Prepare and deliver tailored CRM demos based on the customer's industry, size, and use cases.

Clearly show how CRM features (e.g., automation, pipeline tracking, reporting, integrations) solve specific business problems.

Customize demo environments to reflect the customer's current and future workflows.

3. Solution Design & Architecture

Translate business requirements into scalable CRM configurations or integrations.

Collaborate with product and implementation teams to propose technical solutions, including :

Custom objects and fields

Workflow automation

API integrations with other tools (ERP, email, marketing automation, etc.)

User roles, permissions, and data structure design

✍️ 4. RFPs, Proposals & Technical Documentation

Respond to technical sections of RFPs, RFIs, and security questionnaires.

Create solution briefs, architecture diagrams, and statements of work (SOW).

Document proof of concept (PoC) strategies and success criteria.

5. Client Engagement & Relationship Building

Act as a trusted advisor during the sales cycle by demonstrating deep CRM product knowledge.

Answer in-depth technical and process-related questions from stakeholders (IT, Sales Ops, Marketing, etc.).

Build confidence in the product and the company’s ability to deliver a successful implementation.

6. Cross-Functional Collaboration

Work with product managers to relay customer feedback and feature requests.

Collaborate with implementation teams to ensure a smooth post-sale handoff.

Align with marketing for events, webinars, or campaigns focused on CRM use cases.

7. Continuous Learning & Market Awareness

Stay up to date with CRM product updates, competitors, and industry trends.

Understand compliance, data privacy, and security considerations (e.g., GDPR, HIPAA).

Keep abreast of CRM best practices and evolving customer needs in target industries (e.g., real estate, finance, healthcare).

Tools & Skills Typically Required :

CRM Platforms : Salesforce, HubSpot, Zoho, Microsoft Dynamics 365, Pipedrive, etc.

Business Intelligence : Understanding of reporting and analytics within CRMs.

Soft Skills : Communication, storytelling, consultative selling, and problem-solving.

Tech Stack (optional) : Basic SQL, JavaScript, or Python for API or integration discussions.

Bonus : Typical KPIs

Demo-to-win conversion rate

Time to solution design or proposal delivery

Pre-sales cycle contribution (influence on closed-won deals)

Customer satisfaction with pre-sales experience