Pre-Sales Executive
Role Overview
The Pre-Sales Executive is responsible for managing and qualifying leads generated through Meta Ads, Google Ads, Website Enquiries, WhatsApp Campaigns, and other marketing channels. The primary objective is to engage prospects, understand their requirements, share membership information, and schedule qualified prospects for the sales team.
Key Responsibilities
Contact new leads within the defined turnaround time.
Qualify prospects based on interest, budget, location, and membership requirements.
Explain RGCR Membership benefits, club facilities, affiliate club access, and membership plans.
Share membership details, brochures, videos, and relevant information via WhatsApp, Email, and Calls.
Maintain accurate lead records and interaction notes in Zoho CRM.
Follow up consistently with prospects through calls, WhatsApp, and email campaigns.
Update lead stages such as Fresh, Details Shared, Warm, Cold, RNR, and Qualified.
Schedule appointments, site visits, virtual presentations, or sales consultations for the closing team.
Ensure no lead remains unattended for more than 24 hours.
Coordinate with marketing and sales teams to improve lead quality and conversion rates.
Achieve monthly targets for lead qualification, appointments, and conversion support.
Key Performance Indicators (KPIs)
Lead Response Time
Calls Made Per Day
Qualified Leads Generated
Appointments Scheduled
Site Visits Booked
Warm Lead Conversion Rate
CRM Data Accuracy
Follow-up Compliance
Cost Per Qualified Lead
Sales Conversion Support
Required Skills
Excellent communication and interpersonal skills.
Strong telephone and WhatsApp communication abilities.
Basic understanding of sales funnels and lead management.
Follow-up and negotiation skills.
Ability to handle objections professionally.
Proficiency in MS Excel and reporting.
Preferred Experience
0–3 years of experience in Pre-Sales, Telecalling, Inside Sales, Hospitality, Real Estate, Membership Sales, or Customer Relationship Management.
Experience handling digital marketing leads is an added advantage.