Zoho Presales Consultant

Ensure solution accuracy, feasibility, and alignment with Zoho best practices.

Support the Sales Account Manager with technical validation and solution positioning.

Maintain consistency with Pinerium’s delivery standards and documentation templates.

Strengthen collaboration between Sales and Technical teams.

Conduct structured discovery sessions to analyze client business processes and requirements.

Create high-level solution designs and architecture diagrams based on validated requirements.

Prepare and deliver tailored demos focused on client value, not features.

Lead Proof-of-Concept (POC) cycles end-to-end with defined scope and success criteria.

Provide accurate effort estimations in collaboration with Product Owners and Developers.

Prepare detailed handover documentation for delivery once a deal closes.

Maintain complete documentation and activity logs in Zoho CRM and Zoho WorkDrive.

Review new presales requests and coordinate with Sales for context.

Prepare upcoming discovery or demo sessions using standardized templates.

Update presales assets and reusable demo environments weekly.

Attend presales alignment meetings and contribute to continuous process improvement.

Work closely with:

• Sales Account Managers – primary partner for all opportunities.
  

  
  

• Product Owners & Developers – validate technical feasibility and custom logic.
  

  
  

• Implementation Specialists – confirm configuration limits.
  

  
  

• Solution Consultant Manager – review architecture and complex proposals.