1. Role Objective

To generate qualified leads, initiate conversations with MSME and mid-market companies, and support the ERP sales pipeline for SAP Business One solutions through structured outbound calling, follow-ups, and opportunity qualification.

2. Key Responsibilities

A. Lead Generation & Prospecting

• Conduct outbound calls to:

  • Manufacturing companies

  • Trading & distribution businesses

  • Retail & e-commerce companies

• Identify decision-makers:

  • CEO / Managing Director

  • CFO / Finance Head

  • IT Manager

• Introduce SAP Business One ERP solutions clearly and professionally

• Generate qualified appointments for ERP consultants

  B. Opportunity Qualification

  • Understand client’s:

    • Current accounting/ERP system

    • Business size & turnover

    • Number of users

    • Pain points (inventory, costing, GST/VAT, reporting, etc.)

  • Record structured lead qualification data in CRM

    C. Appointment & Demo Coordination

    • Schedule ERP demo meetings

    • Coordinate with Pre-Sales / Functional Consultants

    • Send meeting invites and follow-up reminders

      D. Pipeline Follow-Up

      • Maintain regular follow-ups with prospects

      • Re-engage cold leads

      • Update CRM with accurate status

      • Assist sales team in tracking conversion stages

    3. Key Performance Indicators (KPIs)

    • Daily outbound call targets

    • Qualified leads generated per month

    • Demo appointments scheduled

    • Sales-qualified leads (SQL)

    • Conversion support ratio

    4. Required Skills

    Mandatory

    • Strong communication skills (English + regional language preferred)

    • Confidence in speaking with CXO-level executives

    • Basic understanding of business processes (Sales, Purchase, Inventory, Accounts)

    • CRM usage knowledge

    • Target-driven mindset

    Preferred

    • Experience in ERP / Software / IT Sales

    • Knowledge of SAP Business One

    • Experience in B2B telecalling

    5. Qualification

    • Graduate (Commerce / Business / IT preferred)

    • MBA (Marketing) – Added advantage

    6. Experience Level

    • 1–3 years in B2B sales / telecalling

    • Freshers with strong communication skills may apply

      7. Compensation Structure (Indicative)

      • Fixed Salary

      • Performance-based incentives:

        • Per qualified demo

        • Per conversion

        • Quarterly performance bonus

      8. Career Growth Path

      Telecaller →
      Senior Business Development Executive →
      ERP Sales Consultant →
      Account Manager →
      Regional Sales Head

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