Field Sales Executive

Key Responsibilities

1. New Customer Acquisition

• Identify and visit prospective businesses to pitch Tally solutions.
• Conduct on-site 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)

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, Business, or IT discipline
• Tally certification is preferred or willingness to learn

Experience

• 1–3 years in field sales, B2B sales, or software product selling
• Experience in selling ERP/accounting software is an advantage

Skills Required

• Excellent interpersonal and communication skills
• Self-motivated with strong closing skills
• Time management and territory planning
• Knowledge of basic sales funnel metrics and CRM usage
• Ability to work independently in the field

Documents required:

• Adhar card
• Pan
• Valid Driving Licence
• Educational Certificates