– INSIDE SALES ENGINEER

Company: Synergie Controls & Systems Pvt. Ltd. Location: Taloja, Navi Mumbai, Maharashtra

Department: Sales & Business Development

Position: Inside Sales Engineer

Employment Type: Full-Time

Work Mode: Hybrid – Taloja Office + Work from Home as per company policy

Reporting To: Sales Manager / Head – Business Development

1. Job Purpose

The Inside Sales Engineer will be responsible for generating and qualifying sales enquiries, customer follow-up, preparing and coordinating quotations, maintaining the sales pipeline, and converting enquiries into orders. The candidate will work closely with the Sales, Estimation, Engineering, Purchase, Stores and Project teams to ensure timely response to customers and effective closure of business opportunities.

The role is particularly focused on Synergie's Industrial Automation, Siemens products, PLC/HMI/SCADA, Drives, Control Panels, MCC/PCC Panels, automation projects and services.

2. Key Responsibilities

A. Lead Generation & Customer Development

* Generate new leads through:

- Cold calling
- Email campaigns
- LinkedIn
- Existing customer references
- Online enquiries
- Industrial databases
- Customer mapping
- Identify potential customers in:
- Steel and metals
- Manufacturing industries
- OEMs
- EPC contractors
- System integrators
- Panel builders
- Pharma
- Food & Beverage
- Packaging
- Water treatment
- Cement, glass, rubber, sugar and other industries
- Develop and maintain a database of prospective customers.
- Identify decision-makers such as Purchase, Electrical, Automation, Maintenance, Projects and Plant Heads.

B. Enquiry Management

* Receive and understand customer enquiries.
- Review technical requirements, BOQ, BOM, specifications and drawings.
- Clarify missing information with customers.
- Register every enquiry in the CRM/system.
- Categorize enquiries based on product, project value, customer and probability.
- Ensure no enquiry or customer follow-up is missed.

C. Quotation & Pre-Sales Support

Coordinate with the estimation and engineering teams for preparation of:
- Siemens PLC quotations
- HMI and SCADA solutions
- VFD / AC & DC Drive quotations
- PLC/Automation Panels
- MCC/PCC/LT Panels
- Control Desks
- DCS / PCS7 solutions
- Retrofit and migration projects
- Automation modification and upgradation
- AMC and service requirements

Support preparation of BOQ/BOM, technical offers and techno-commercial quotations.

D. Customer Follow-Up

* Follow up systematically on all submitted quotations.

- Understand the customer's feedback, competition and expected order date.
- Record quotation status in CRM.
- Follow up for:
- Technical approval
- Commercial negotiation
- Purchase order
- Payment
- Dispatch
- Maintain a daily follow-up schedule.
- Escalate high-value or critical opportunities to the Sales Manager.

E. Sales Conversion

* Work towards converting enquiries into orders.
- Understand why an enquiry is lost and record the reason.
- Track:
- Enquiry value
- Quotation value
- Expected order value
- Probability
- Expected order date
- Competitor
- Gross margin
- Support negotiation with customers within approved company limits.




- Identify opportunities for repeat business and additional products.

F. CRM & Sales Reporting

Maintain accurate and updated information in Zoho CRM / company sales systems.

Daily update should include

- New enquiries
- Calls made
- Customer discussions
- Quotations submitted
- Follow-ups completed
- Orders received
- Lost enquiries
- Next action and follow-up date

Prepare regular

- Daily sales activity report
- Weekly enquiry report
- Sales pipeline report
- Quotation follow-up report
- Order conversion report
- Lost enquiry analysis

G. Customer Relationship Management

* Maintain professional communication with customers.
- Develop long-term relationships with existing customers.
- Regularly contact inactive/old customers.
- Identify new requirements from existing customers.
- Generate opportunities for:
- Retrofit
- PLC migration
- Drive replacement
- Panel modification
- Automation upgradation
- Service
- AMC
- Spares
- New projects

H. Coordination with Internal Teams

Coordinate closely with: Sales → Estimation → Engineering → Purchase → Production → Testing → Projects → Accounts

Ensure proper communication of customer requirements and commercial commitments.

3. Technical Knowledge Required

Candidate should have basic understanding of:

- Siemens PLC – S7-1200 / S7-1500
- HMI
- SCADA / WinCC
- AC Drives / VFD
- DC Drives
- MCC / PCC / LT Panels
- PLC Automation Panels
- Control Panels
- Electrical components
- Motors and basic electrical systems
- Industrial automation
- Basic electrical drawings and BOQ/BOM

Knowledge of Siemens automation products will be strongly preferred.

4. Qualification

Diploma / B.E. / B.Tech in:

- Electrical Engineering
- Electronics Engineering
- Electronics & Telecommunication
- Instrumentation Engineering
- Automation Engineering

MBA/PG Diploma in Sales & Marketing will be an advantage.

5. Experience

Experience: 1–5 years preferred.

Candidates with experience in

- Industrial Automation
- Electrical products
- Control Panels
- Siemens products
- Industrial B2B sales
- Technical sales
- Inside sales
- Electrical/automation distribution will be preferred.

Freshers with strong communication skills and technical knowledge may also be considered for a trainee/entry-level position.

6. Required Skills

Technical Skills

* Basic knowledge of PLC, HMI, SCADA and Drives
- Understanding of electrical panels and automation products
- Ability to understand BOQ/BOM
- Basic technical proposal understanding

Sales Skills

* Lead generation
- Cold calling
- Customer follow-up
- Enquiry handling
- Quotation follow-up
- Negotiation
- Order conversion
- Customer relationship management

Software Skills

* MS Excel
- MS Word
- PowerPoint
- CRM software – preferably Zoho CRM
- Email communication




- Basic knowledge of ERP systems will be an advantage

Behavioural Skills

* Good spoken and written English
- Good communication skills
- Positive attitude
- Strong follow-up discipline
- Target-oriented approach
- Ability to work independently
- Positive coordination skills
- Skilled customer handling
- Willingness to learn

7. Hybrid Work Model

This position will follow a hybrid working model. The employee may work from home for defined inside-sales activities such as:

- Customer calling
- Email follow-up
- CRM updating
- Lead generation
- Quotation follow-up
- Sales reporting

However, the employee must attend the Taloja office whenever required for:

- Sales meetings
- Internal coordination
- Product/technical training
- Quotation discussions
- Customer meetings
- Sales reviews
- Team meetings
- Important project discussions

Work-from-home is subject to performance, discipline, availability and management approval.

8. Key Performance Indicators – KPIs

The employee will be evaluated on: | KPI | Measurement |

------------------ | ----------------------------------- |

New Leads | Number of qualified leads generated |

Customer Calls | Daily/weekly activity |

Enquiries | Qualified enquiries generated |

Quotations | Number and value of quotations |

Follow-Up | % of quotations followed on time |

Conversion | Enquiry-to-order conversion % |

Sales | Monthly / annual order value |

Current Customers | Number of new active customers |

CRM Discipline | 100% enquiry and follow-up updating |

Lost Enquiries | Proper reason and analysis |

Collection Support | Coordination for payment follow-up |

9. Sales Target Responsibility

The Inside Sales Engineer will be given monthly, quarterly and annual sales targets. The employee is expected to build a healthy sales pipeline rather than only depend on enquiries received from existing customers.

Performance will be evaluated based on:

Lead Generation → Qualified Enquiry → Quotation → Follow-Up → Conversion → Order Value → Gross Margin

10. Preferred Candidate Profile

We are looking for a candidate who is:

- Technically inclined
- Comfortable speaking with customers
- Strong in follow-up
- Target-oriented
- Comfortable with telephone-based sales
- Good in Excel and CRM
- Interested in industrial automation
- Willing to learn Siemens products
- Capable of working independently in a hybrid environment
- Focused on converting enquiries into business

11. Compensation & Incentives

Salary will be based on experience, technical knowledge and sales capability. Performance-based incentives may be provided based on company sales and incentive policy.

12. Career Growth

A successful candidate can grow into: Inside Sales Engineer → Senior Inside Sales Engineer → Technical Sales Engineer → Sales Manager → Business Development Manager

13. Key Requirement

This is not a simple telecalling position. The candidate must be capable of understanding the customer's technical requirement, coordinating with the engineering/estimation team, following up commercially and contributing to actual order conversion.

📌 Sales executive- plc controls panel (Navi Mumbai)
🏢 Synergie Controls u0026 Systems
📍 Navi Mumbai