Contact and Mail id :- 9574628628 , hr.effortssolar@gmail.com
Work Overview / Purpose :-
To lead and manage the field sales team, drive performance, monitor CRM activities, guide Solar Sales & Tele Executives, and ensure achievement of sales targets and operational excellence in lead conversion, order closures, and customer satisfaction.
Key Roles & Responsibilities :-
- Lead and monitor performance of Solar Sales Executives
- Plan and assign daily visit targets and leads
- Guide proposal delivery and resolve escalated objections
- Ensure CRM entries and documentation are completed
- Monitor follow-ups and quotation pipeline
- Analyze team performance metrics
- Conduct ongoing training and development sessions
Daily Tasks
- Conduct morning briefing with sales team
- Daily Evaluate Tele Calls & Appointment Booking Details
- Review and finalize field visit plans
- Monitor daily CRM activity and data entry
- Approve pricing and discount escalation requests
- Track token/advance collection status
- Support team in resolving customer objections
- Coordinate With Support Team & Execution Team
- Coordinate with documentation and technical departments
Weekly Tasks
- Hold weekly performance review meetings
- Evaluate conversion ratios and identify improvement areas
- Coach and mentor team members
- Strategize follow-ups and warm lead re‑engagement
- Submit weekly report and insights to management
Monthly Tasks
- Analyze and report on monthly KPIs and sales targets
- Conduct 1-on-1 review sessions with each executive
- Align with marketing team on lead flow and targeting strategy
- Present monthly performance review to management
- Organize or update product training sessions and market competition reports
Quarterly Tasks
- Present detailed team review to top management
- Recommend improvements in resource allocation and territory planning
- Analyze local market trends and adjust team strategy
- Conduct incentive evaluations and lead reward/recognition programs
Yearly Tasks
- Participate in strategic planning and annual reviews
- Conduct team performance appraisals
- Design annual incentive and promotion recommendations
- Share success stories, customer testimonials, and learnings
- Assist in onboarding and training of new sales hires
Key Performance Indicators (KPIs)
- Team-wide conversion rate (lead to order)
- Total order value booked
- Token amount collected by region/team
- CRM completion and discipline
- Team development, training participation, and progression
Required Skills & Competencies
- Team leadership and people development
- Strategic sales thinking and forecasting
- In-depth knowledge of solar products and policies
- CRM administration and analytics
- Negotiation and client objection handling
- Ability to motivate and build high-performing teams
Tools / Software Used
- CRM (Admin Access)
- Google Sheets, Docs, Calendar, Drive
- WhatsApp Business, Email
- Internal sales dashboards and reporting tools
- HRMIS & incentive tracking systems
Authority & Decision
- Making Power
- Approve final system pricing within predefined limits
- Allocate leads and territories to team members
- Approve order closures and pricing escalations
- Recommend team promotions, hiring, and resource expansion
Interdependencies
- Solar Sales Executives
- Business Development Head / Director
- Marketing, Telecalling, and Lead Gen Team
- Documentation, Subsidy, and Technical Teams