Requirements
Key Responsibilities
* Understand customer business processes and gather functional requirements.
* Conduct product demonstrations and solution presentations for Zoho and LeadSquared platforms.
* Design customized CRM, Sales Automation, and Marketing Automation solutions.
* Prepare proposals, solution documents, and effort estimates.
* Support the sales team during client meetings, RFPs, and technical discussions.
* Configure proof-of-concepts (POCs) and product walkthroughs.
* Coordinate with implementation and technical teams to ensure smooth project handover.
* Stay updated on new features, integrations, and product enhancements of Zoho and LeadSquared.
* Build strong relationships with prospects and provide consultative guidance.
Required Qualifications
* Bachelor's degree in Engineering, Computer Science, IT, or a related field.
* 0–3 years of experience in Presales, Solution Consulting, CRM Consulting, or Business Analysis. (Freshers with excellent communication skills may also apply).
* Hands-on experience with Zoho CRM, Zoho One, or LeadSquared CRM.
* Strong understanding of Sales, Marketing, and Customer Service workflows.
* Excellent presentation, communication, and client-facing skills.
* Ability to understand business requirements and translate them into technology solutions.
Preferred Skills
* Experience with CRM implementation or consulting.
* Knowledge of APIs, integrations, and workflow automation.
* Familiarity with SQL, REST APIs, or low-code platforms is an advantage.
* Zoho or LeadSquared certifications are preferred.
* Key Performance Indicators (KPIs)
* Number of product demonstrations conducted.
* Proposal and POC conversion rate.
* Sales support effectiveness.
* Customer satisfaction during the presales cycle.
* Win rate for supported opportunities.
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