Sendvise Solution Pvt. Ltd. is a business communication and automation technology company providing solutions such as:
- Official WhatsApp Business API
- WhatsApp Marketing & Automation
- WhatsApp CRM
- AI Chatbots
- WhatsApp Chatbots
- Google RCS Messaging
- SMS Solutions
- Cloud Call Center
- AI Voice Solutions
- Business Automation
- API Integrations
- CRM & Customer Engagement Solutions
We are looking for energetic and result-oriented Pre-Sales & Lead Generation Executives who can identify potential customers, generate new business opportunities, conduct product demonstrations, qualify prospects and convert cold leads into sales-ready opportunities.
Role Objective
The primary responsibility of the Pre-Sales & Lead Generation Executive will be to:
Identify Prospects Cold Call Generate Interest Qualify Lead Give Product Demo Handle Initial Objections Follow Up Warm the Lead Hand Over Sales-Ready Lead to Closing Team
The candidate should be comfortable speaking with business owners, decision-makers, marketing teams, sales teams and management personnel.
The candidate will be responsible for building a continuous pipeline of qualified business opportunities for Sendvise.
Key Responsibilities
1. Outbound Lead Generation
The candidate will actively generate new business leads through outbound activities.
Responsibilities include:
- Cold calling potential customers
- Prospecting businesses from different industries
- Finding decision-makers within companies
- Generating leads through online research
- Identifying companies that can use Sendvise solutions
- Calling businesses from available databases
- Creating prospect lists
- Contacting prospective customers through phone calls
- WhatsApp follow-ups
- Email follow-ups
- LinkedIn prospecting
- Social media prospecting
- Following up with inbound enquiries
- Reconnecting with old leads
- Re-activating inactive prospects
The candidate should not depend only on leads provided by the company.
They should be capable of proactively generating their own opportunities.
2. Cold Calling
Cold calling will be a major responsibility of this role.
The candidate should be confident in:
- Making outbound calls daily
- Opening conversations with unknown prospects
- Introducing Sendvise professionally
- Understanding customer requirements
- Creating interest within the first few minutes
- Identifying customer pain points
- Explaining relevant solutions
- Handling rejection professionally
- Following up persistently without irritating the customer
- Identifying the correct decision-maker
The candidate should be comfortable talking to:
- Business Owners
- Directors
- CEOs
- Marketing Heads
- Sales Heads
- IT Managers
- Digital Marketing Managers
- Ecommerce Managers
- Customer Support Heads
- Operations Managers
3. Lead Qualification
Every enquiry should not immediately be sent to the sales closing team.
The Pre-Sales Executive should first qualify the prospect.
The candidate should understand:
Customer Profile
- Type of business
- Industry
- Company size
- Current communication system
- Current WhatsApp usage
- Current CRM/software usage
- Monthly message volume
- Number of customers
- Number of users/agents
- Current service provider
- Existing problems
- Required features
- Decision-making authority
- Budget
- Expected implementation timeline
The candidate should classify leads appropriately, such as:
- Cold Lead
- Interested Lead
- Warm Lead
- Hot Lead
- Demo Completed
- Follow-Up Required
- Proposal Required
- Sales Qualified Lead
- Not Interested
- Future Opportunity
4. Product Demonstration
The candidate must be comfortable conducting live online or offline product demonstrations.
They should be able to demonstrate Sendvise solutions professionally.
Demo areas may include:
WhatsApp Business API
- WhatsApp Business API activation
- Template messaging
- Marketing messages
- Utility messages
- Authentication messages
- Contact management
- Campaign management
- WhatsApp Inbox
- Multiple agent management
- Team assignment
- Chat management
- Reports and analytics
WhatsApp Automation
- Automated responses
- Quick replies
- Chatbots
- AI Chatbots
- Lead qualification bots
- Customer support automation
- Sales automation
- Google RCS
- SMS
- Cloud Calling
- AI Voice Agent
- API Integration
- Ecommerce integrations
- Business automation solutions
The candidate does not need to be a developer, but should have solid enough product knowledge to explain the solution confidently.
5. Lead Nurturing
Many prospects will not purchase immediately.
The Pre-Sales Executive will be responsible for continuously nurturing these prospects.
Activities include:
- Scheduled follow-ups
- WhatsApp follow-ups
- Calls
- Emails
- Product updates
- Use-case sharing
- Demo reminders
- Pricing discussions
- Sharing case studies
- Sharing product videos
- Sharing relevant information
- Understanding objections
- Reconnecting at the right time
The goal is to move prospects from:
Cold Interested Warm Hot Sales Ready
6. Requirement Discovery
Before giving a product demo, the candidate should understand the customer's business problem.
The candidate should ask relevant questions such as:
- How are you currently using WhatsApp for your business?
- How many customer enquiries do you receive every month?
- How many employees handle customer conversations?
- Do you run marketing campaigns?
- Are you currently using any WhatsApp API provider?
- What issues are you facing with your existing provider?
- Do you require automation?
- Do you need a chatbot?
- Do you require CRM functionality?
- Do you need API integration?
- What is your approximate monthly messaging volume?
- Which departments will use the platform?
- When are you planning to implement the solution?
The candidate should recommend solutions based on the customer's actual requirements.
7. Objection Handling
Candidate should be capable of handling common customer objections such as:
- Your pricing is high.
- We already have another provider.
- We don't need WhatsApp API.
- We are currently using normal WhatsApp Business.
- Send me details on WhatsApp.
- Call me later.
- We don't have a budget.
- We will think about it.
- We already have CRM software.
- We are comparing multiple providers.
The candidate should understand how to continue the conversation instead of immediately closing the lead as "Not Interested."
8. CRM Management
Every prospect interaction must be properly recorded.
The candidate will be responsible for:
- Creating leads in CRM
- Updating customer information
- Updating call notes
- Recording requirements
- Updating lead stage
- Scheduling next follow-up
- Recording demo status
- Recording objections
- Maintaining accurate pipeline data
- Updating expected closing date
- Maintaining follow-up discipline
No important sales information should remain only in personal notes or memory.
9. Coordination With Sales Team
Once a lead becomes sufficiently qualified and interested, the Pre-Sales Executive should hand it over to the appropriate sales closer.
The handover should include:
- Customer details
- Business information
- Decision-maker details
- Requirement
- Product interested in
- Estimated volume
- Budget information
- Demo status
- Objections
- Competitor details
- Expected timeline
- Next follow-up date
The objective is to give the Sales Executive a properly qualified opportunity instead of an unverified raw lead.
10. Target Industries
The candidate should prospect businesses across industries such as:
- Excellent communication skills
- Strong cold calling skills
- Lead generation experience
- B2B sales understanding
- Good presentation skills
- Product demonstration experience
- Lead qualification experience
- Strong follow-up skills
- Negotiation basics
- Objection handling ability
- CRM knowledge
- Basic understanding of digital marketing
- Ability to understand software products
- Ability to communicate with business owners
- Target-oriented mindset
- Ability to work independently
- Good listening skills
- Strong relationship-building ability
Preferred Experience
Candidates with experience in the following industries will be preferred:
- SaaS
- CRM
- WhatsApp Business API
- CPaaS
- SMS
- RCS
- Cloud Telephony
- Digital Marketing
- Software Sales
- IT Services
- Marketing Automation
- Customer Engagement Platforms
Tools Knowledge
Candidate should preferably have experience with:
- CRM Software
- Google Sheets / Excel
- WhatsApp Business
- Email
- LinkedIn
- Google Meet
- Zoom
- Microsoft Teams
- Lead databases
- Sales prospecting tools
- AI tools such as ChatGPT
Knowledge of tools such as LinkedIn Sales Navigator, Apollo, Lusha, Zoho CRM, HubSpot or similar platforms will be an advantage.
AI-Based Sales Knowledge
The candidate should be comfortable using modern AI tools to improve productivity.
AI may be used for:
- Prospect research
- Industry research
- Company research
- Personalized pitch preparation
- Cold calling scripts
- Email personalization
- WhatsApp follow-up messages
- Objection handling preparation
- Competitor research
- Lead qualification
- Meeting summaries
- Follow-up preparation
Candidates who understand how AI can improve sales productivity will be preferred.
Daily Responsibilities
A typical day may include:
- Building prospect lists
- Making outbound calls
- Speaking with new businesses
- Qualifying prospects
- Scheduling demonstrations
- Conducting demos
- Following up with previous leads
- Updating CRM
- Sharing proposals/details
- Nurturing warm leads
- Coordinating with Sales Executives
- Reviewing daily pipeline
- Planning next-day follow-ups
Key Performance Indicators KPIs
The candidate should be evaluated using measurable sales KPIs.