Automation inside sales

JOB DESCRIPTION – 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
Good coordination skills
Professional 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
New 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. Important 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

Work arrangement
Hybrid