Job Title: Field Sales Executive

Department: New Customer Acquisition - Field Sales
Location: Shaniwar Peth
Reporting To: New Customer Acquisition Head

Job Purpose

To acquire new customers for Tally software through direct field visits, lead generation activities, and consultative sales pitches. This role involves actively exploring new markets, meeting prospects, demonstrating the product, and closing sales to drive revenue growth.

Key Responsibilities

1. New Customer Acquisition
- Identify and visit prospective businesses to pitch Tally solutions.
- Conduct in office meetings and product presentations/demonstrations.
- Understand customer needs and offer suitable product solutions.
- Close sales independently or in collaboration with the telesales team.

2. Lead Generation Activities
- Plan and execute daily visits to potential clients and CA/influencer networks.
- Organize and participate in one-to-many events like seminars, demos, and campaigns.
- Collaborate with marketing and inside sales teams to convert leads into sales.

3. Sales Reporting & Planning




- Maintain records of daily visits, customer feedback, and next actions.
- Update CRM system with lead status, visit details, and follow-ups.
- Prepare weekly plans and performance reports for review meetings.

4. Product Knowledge & Relationship Building
- Stay updated on Tally product features, pricing, and add-ons.
- Build rapport with influencers, partners, and potential clients.
- Provide post-sales coordination for smooth onboarding of new customers.

Key Performance Indicators (KPIs)

KPI

Target / Measure

Daily Customer Visits

≥5-6 physical meetings per day

Qualified Lead Generation

≥15 per week

Trial Installations

≥8-10 per month

Customer Acquisition

Achieve monthly sales target (units/revenue)

One-to-Many Events

≥2 per month

Tally Prime / Add-on / Cloud Sales

Target-based revenue achievement

CRM Entry Accuracy

100% data entry & visit logging

Qualifications
- Graduate in Commerce, Bus

📌 Field Sales Executive (Shaniwar Peth)
🏢 Client for ACELMS
📍 Shaniwar Peth