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

- Solid discovery & objection handling

- Structured documentation skills

- CRM discipline

- Professional communication

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