Outbound Sales Executive

About California Software and Flowzo CRM

California Software offers Flowzo CRM, an advanced AI-driven Customer Relationship Management platform aimed at enhancing how businesses handle leads, sales pipelines, customer communications, including WhatsApp and call tracking, field sales, and workflow automation. Flowzo caters to SMEs, expanding enterprises, and established businesses across India and international markets.

Role Overview

We seek a lively, self-motivated, results-focused Outbound Sales Executive skilled in managing inbound inquiries and initiating outbound sales efforts. This role demands developing a robust sales funnel through proactive prospecting alongside managing inbound leads generated by marketing activities. Responsibilities include identifying prospects, qualifying opportunities, delivering product demos, preparing proposals, negotiating deals, and finalizing sales. The focus is on lead creation, customer engagement, consultative selling, presentations, pipeline building, and revenue achievement.

Primary Responsibilities

• Manage and respond promptly to inbound leads from multiple channels such as forms, WhatsApp, calls, referrals, webinars, and campaigns.
• Assess customer needs, requirements, and challenges effectively.
• Qualify leads by analyzing factors like company background, needs, budgets, timelines, and decision powers.
• Maintain comprehensive and accurate lead data within Flowzo CRM.
• Develop new business through outbound tactics including cold calls, emails, LinkedIn networking, WhatsApp outreach, and referrals.
• Research and build detailed prospect databases targeting decision-makers across various sectors.
• Consistently pursue new leads to grow the sales pipeline.
• Arrange and execute both virtual and face-to-face product demonstrations explaining features such as AI capabilities, WhatsApp integration, call and field sales tracking, and workflow automation.
• Produce sales materials like proposals and offers tailored to client needs and secure necessary pricing approvals.
• Negotiate terms, follow up opportunites vigilantly, close deals, and ensure seamless onboarding.
• Maintain pipeline health, monitor opportunity progress, forecast revenues, and meet monthly targets.
• Accurately document all customer communications and sales activities in CRM to enable precise sales forecasting and data reliability.
• Strive to meet or surpass monthly and quarterly revenue goals while maximizing lead-to-sale conversions and identifying additional sales potential through upselling and cross-selling.

Key Performance Metrics

• Achieving monthly revenue targets
• Generating qualified sales opportunities
• Conducting product demonstrations
• Making outbound calls and digital outreach
• Scheduling meetings and converting proposals
• Ensuring accurate, up-to-date CRM entries
• Maintaining pipeline value and customer satisfaction

Required Skills and Expertise

The role requires a blend of sales, communication, and technical proficiencies including lead qualification, outbound prospecting, consultative and B2B sales, SaaS and CRM solution selling, product demonstrations, negotiation, and closing sales. Candidates should also have excellent communication capabilities with strong presentation, active listening, and professional emailing skills. Familiarity with CRM platforms, Excel, PowerPoint, LinkedIn Sales Navigator, video conferencing tools, and sales automation systems is desirable.

Eligibility and Preferred Qualifications

Applicants should have between one and five years of experience in SaaS, CRM, B2B, software, inbound or outbound sales, inside sales, lead generation, or enterprise sales. Preferred candidates are self-motivated, target-driven, comfortable with daily outbound prospecting, skilled in relationship building, capable of managing full sales cycles independently, and passionate about technology and SaaS products. An eagerness to learn continually and build pipelines from scratch is essential.

Additional Information

Fluency in English and Hindi is mandatory. Preference will be given to applicants who can join immediately or within a short notice period.