Pushkar Potnis

About Pushkar Potnis

A results-driven Pre-Sales professional with extensive expertise in Solutioning enterprise CRM leading to the sales of Enterprise Solutions (CRM and CX) and the sale of related implementation and integration services. Experience in CRM demos via storytelling with emphasis on multiple industries. Driving Presales through continual interaction at senior management levels. Excellent qualifying and communication skills supported by cross-industry knowledge.Solutions Handled-1.)Salesforce, MS Dynamics 365 & Oracle CX Solutions for BFSI Verticals like Insurance, AMCs, Banks and NBFCs2.)EAM Solutions and Services sales within the following industry segments: Manufacturing, Automotive, Chemical & Life Sciences3.)EPM,DMS & BPM Solutions and Services sales within the Engineering Services industry segments.Specialties: Solution Sales,Pre-Sales,Developing and Maintaining Long-term Selling Relationships, Solution sales, RFP response, goal oriented, team player, passionate, self motivated.

Experience

1. Solution Engineer

   Microsoft

   Sep 2025 — Present · Mumbai, IN

   I’ve joined the Solution Engineering team in Microsoft, where I help position Dynamics 365 and Copilot to empower our Banking, Financial Services, and Insurance (BFSI) customers. My core mission is to translate business challenges into impactful CRM solutions. I lead with Microsoft’s Point of View (POV), delivering demos, proofs of concept (POCs), and tailored solutioning that showcase the transformative power of Microsoft cloud technologies of D365 and Copilot. Whether it’s streamlining customer engagement, enhancing operational efficiency, or unlocking AI-driven insights, I’m here to help our customers reimagine what’s possible with Microsoft Cloud.Let’s connect if you’re exploring how Dynamics 365 and Copilot can elevate your CRM strategy!

Education

• Sinhgad Institute of Business Administration and Computer Application (Pune University)

  MBA, Marketing

  2007 — 2009

• D.Y. Patil College of Engg (Akurdi) Pune. Pune University

  B.E, Comp

  2002 — 2006

Skills

• Dynamics 365
• Pre-Sales
• Rfp
• Integration
• Project Portfolio Management
• Microsoft Dynamics Crm
• Ms Dynamics Crm
• Business Process
• Enterprise Software
• Sales Presentations
• Proof of Concept
• Team Management
• Customer Relationship Management (Crm)
• Crm
• Sales
• Software Industry
• Software Sales
• Sow
• Program Management
• Sales Operations
• Business Intelligence
• Cloud Computing
• Management
• Project Management
• New Business Development
• Scope of Work
• Solution Selling
• Business Development