Presales Executive

Roles \& Responsibilities

I. Lead Planning, Management \& Execution

• Handle inbound customer enquiries generated through digital marketing campaigns, property portals, website enquiries, social media, referrals, walk-ins, channel partners, and other approved lead sources.
• Execute outbound calling to assigned customer databases and prospective buyers using the company's CRM and lead management systems.
• Understand and record customer requirements, including budget, preferred location, plot size, investment purpose, purchase timeline, and payment preferences.
• Introduce the company's plotted development projects and identify prospects with genuine purchase interest.
• Classify and prioritise leads as Hot, Warm, or Cold based on customer interest, budget, purchase readiness, and follow-up requirements.
• Ensure timely and accurate updates of lead status, call outcomes, customer requirements, and next follow-up dates in the CRM.
• Prioritise high-potential leads and ensure that genuine customer enquiries receive timely attention.
• Reconnect with inactive and previously interested leads to identify potential sales opportunities.

II. Customer Engagement \& Project Explanation

• Act as the first point of contact for prospective customers interested in purchasing residential plots.
• Explain the company's plotted development projects, including project location, connectivity, available plot sizes, layout details, amenities, infrastructure, and other key features.
• Provide accurate and updated information regarding plot pricing, availability, approved offers, payment plans, and booking procedures.
• Understand customer requirements and communicate suitable project options based on their budget, location preference, and intended use.
• Address customer queries professionally through telephone calls, WhatsApp, emails, and other company-approved communication channels.
• Share approved project brochures, location maps, presentations, videos, and other marketing materials with prospective customers.
• Handle common customer objections relating to pricing, location, accessibility, plot availability, payment terms, and purchase timelines.
• Escalate technical, legal, documentation, approval-related, or pricing queries to the appropriate internal team whenever necessary.
• Ensure all information shared with customers is accurate, transparent, and consistent with company-approved communication.
• Build customer trust through professional communication, timely responses, and consistent follow-ups.

III. Lead Qualification, Follow-Up \& Sales Pipeline Management

• Qualify leads based on customer interest, budget suitability, preferred project location, purchase readiness, and willingness to attend a site visit.
• Identify genuine prospective plot buyers and distinguish them from general enquiries or prospects with no immediate purchase intent.
• Maintain a systematic follow-up schedule for interested customers and ensure that no qualified lead is missed due to delayed communication.
• Follow up with customers who require additional information, need time to discuss with family members, or are comparing different property options.
• Record customer objections, feedback, purchase timelines, and agreed next steps in the CRM.
• Re-engage older leads and prospects who previously showed interest but did not proceed with a site visit or booking.
• Share qualified leads and relevant customer information with the Field Sales Team to support effective customer engagement.
• Monitor the progress of leads from initial enquiry through qualification, site-visit scheduling, and subsequent sales follow-up.
• Maintain an updated pipeline of active prospects, follow-up cases, and potential sales opportunities.

IV. Site-Visit Coordination \& Conversion Support

• Convert qualified customer enquiries into confirmed site visits for the company's plotted development projects.
• Explain the importance of visiting the project site to understand the actual location, layout, accessibility, surrounding development, and available plots.
• Schedule site visits based on customer availability and coordinate with the Sales Managers, Field Sales Executives, and Site Teams.
• Confirm scheduled visits with customers and provide reminders to improve attendance.
• Share customer requirements, budget details, preferred plot sizes, and previous discussion notes with the assigned Sales Executive before the site visit.
• Track scheduled, completed, rescheduled, and cancelled site visits in the CRM.
• Follow up with customers after their site visits to understand feedback, interest level, concerns, and further requirements.
• Coordinate with the Sales Team to identify prospects who require additional assistance before proceeding towards booking.
• Support the sales team in improving lead-to-site-visit and site-visit-to-booking conversion ratios.
• Maintain regular communication with the Sales Team regarding high-potential leads and immediate sales opportunities.

V. Channel Partner Coordination (If Applicable)

• Coordinate with the Channel Partner Team or designated reporting manager regarding enquiries received through channel partners and property brokers.
• Record and track customer leads referred by channel partners in the prescribed CRM system.
• Ensure that channel partner leads are assigned, updated, and followed up on according to company procedures.
• Coordinate with the concerned internal team to obtain approved information regarding project details, pricing, availability, and sales processes for channel partner enquiries.
• Follow up on referred leads and coordinate with the Sales Team regarding site visits and subsequent sales progress.
• Maintain proper records of channel partner enquiries, lead status, site visits, and booking updates.
• Escalate channel partner-related queries or issues to the authorised team for resolution.
• Follow company policies concerning lead ownership, customer allocation, channel partner communica