Pre-Sales Associate
Responsible for the complete development and preparation of proposals for all three service offerings.
Coordinate with respective department heads and concerned team members to gather inputs and technical details required for the proposals.
Ensure proposals are aligned with client requirements and company service offerings.
Make necessary amendments, improvements, and revisions based on feedback received from stakeholders.
Review proposals for accuracy, clarity, and completeness before submission.
Prioritize proposal preparation based on submission deadlines to ensure timely delivery.
Ensure all proposals maintain a consistent format, quality, and professional presentation.
Prepare and maintain daily reports of all enquiries received across departments.
Coordinate with department heads and responsible team members to obtain the latest updates and feedback on each enquiry.
Ensure that all updates and status changes are accurately reflected in the enquiry reports.
Track all enquiries to ensure timely responses from the respective teams.
Collect department-wise enquiry data and consolidate it for reporting purposes.
Upload enquiry data to the dashboard and verify that the information is accurate and up to date.
Identify discrepancies or errors in the dashboard data and coordinate with the data analytics team to resolve them.
Ensure proper tracking and follow-up of all enquiries to support business development efforts.
Ensure all enquiry and lead-related data is properly entered and updated in the CRM system.
Monitor CRM usage to confirm that all team members are regularly updating relevant information.
Support team members who face difficulties while entering or updating data in the CRM.
Maintain accuracy and consistency of data within the CRM platform.
Should be ready to take up tele-calling, whenever necessary.
Ensure CRM data is aligned with enquiry reports and business tracking systems.
Ensure company profiles and service presentations are updated regularly in line with new solutions and service offerings.
Coordinate formatting updates to maintain professional and consistent documentation.
Update existing profiles or create new profiles whenever requested by internal teams.
Maintain proper documentation and organization of all presentation materials.
Prepare and maintain digital marketing (DM) performance reports.
Coordinate with the digital marketing team to track enquiry status generated from marketing campaigns.
Collect monthly digital marketing cost data and update internal tracking records.
Cross-check enquiries generated through digital marketing channels for accuracy.
Monitor incoming enquiry emails to ensure that no enquiries are missed.
Participate in client demo when required.
Maintain a well-organized repository of all shared proposals, categorized by year for easy reference.