Role Summary Responsible for driving ERP (Odoo) B2B sales across mid-market segments by managing full-cycle sales from lead qualification to deal closure while maintaining strict CRM and reporting discipline.

Key Responsibilities Lead Sources Website inquiries

Bidding Platform (Upwork, Fever)

LinkedIn

Social media campaigns

Webinars

Odoo events

Partner referrals

WhatsApp inquiries

Community platforms

Marketplaces and business directories Ownership First response to all inbound leads

Lead qualification

Social engagement

Community nurturing

Marketing-to-sales conversion Core Activities – Inbound Lead Management Respond to inquiries within SLA

Qualify leads

Schedule discovery calls





Route opportunities to appropriate sales owner when required Core Activities – Social Selling Engage with prospects on LinkedIn

Monitor comments and messages

Participate in industry communities

Nurture dormant prospects Reporting Daily activity updates

Weekly pipeline review

Monthly revenue forecast Account Management Follow-up for collections

Identify upsell opportunities

Maintain client satisfaction KPIs Monthly Revenue Target

Qualified Leads Generated

Proposal Conversion Ratio

CRM Hygiene Score

Collection Efficiency Required Skills 2–4 years ERP/SaaS B2B selling

Strong discovery & objection handling

Structured documentation skills

CRM discipline

Qualified communication

📌 ERP Sales Executive (Gandhinagar)
🏢 Caret IT Solutions
📍 Gandhinagar