Zoho Pre-Sales Consultant
2 weeks ago
Zoho Pre-Sales Consultant
Job Summary
The Zoho Pre-Sales Consultant supports the sales team by providing functional and technical expertise on Zoho products and solutions. The role is responsible for understanding customer requirements, designing Zoho-based solutions, delivering product demonstrations, preparing proposals, and supporting the sales cycle from qualification to deal closure.
Key Responsibilities
Pre-Sales & Solution Design
- Work closely with sales teams to understand client business requirements and pain points
- Design Zoho-based solutions aligned with customer needs using applications such as Zoho CRM, Zoho Creator, Zoho Books, Zoho Inventory, Zoho Projects, and Zoho Analytics
- Define solution architecture, workflows, automation, and integration approaches
Product Demonstrations & Presentations
- Conduct Zoho product demonstrations, proof of concepts (POCs), and workshops
- Prepare and deliver presentations, solution walk-throughs, and technical explanations to clients
- Address functional and high-level technical queries during sales discussions
Proposal & Estimation Support
- Prepare solution documents, scope of work (SOW), effort estimations, and timelines
- Support pricing, licensing recommendations, and implementation roadmaps
- Assist in RFP/RFQ responses and client proposals
Stakeholder Coordination
- Act as a bridge between sales, delivery, and technical teams
- Ensure smooth handover from pre-sales to implementation teams
- Support negotiations by providing technical clarifications and solution justification
Market & Product Knowledge
- Stay updated on Zoho product updates, features, and licensing models
- Analyze competitor offerings and market trends
- Provide feedback to sales and delivery teams on product gaps and customer expectations
Required Skills & Qualifications
Technical & Functional Skills
- Strong understanding of the Zoho ecosystem
- Solid knowledge of ERP, CRM, and business process automation concepts
- Ability to design functional solutions and explain technical concepts clearly
- Experience with Zoho Creator customizations and integrations (functional / high-level technical)
Sales & Communication Skills
- Excellent presentation, communication, and client-facing skills
- Strong requirement analysis and solution mapping capabilities
- Ability to articulate value propositions and ROI
Experience & Education
- 26 years of experience in Zoho Pre-Sales, ERP Pre-Sales, or IT solution consulting
- Experience working with Zoho Partners or system integrators preferred
- Bachelor's degree in IT, Engineering, Business, or related field
Preferred Qualifications
- Zoho Certification(s)
- Experience in Manufacturing, Real Estate, Construction, or Professional Services domains
- Exposure to the UAE / GCC market and business practices
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