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CRM Executive Sales Representative

CRM Executive Sales Representative

CHOYAL GROUP - Innovative Grinding Solutionssurat, India
4 days ago
Job description

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.

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