CRM Executive

1. CRM & Lead Management :-

Manage and regularly update customer and lead information in the CRM/ERP system.

Enter new enquiries, update lead status, and maintain accurate customer records.

Ensure proper allocation and follow-up of leads to the concerned sales executives.

Track open, pending, converted, and lost leads.

2. Customer Follow-up & Coordination :-

Coordinate with customers regarding enquiries, quotations, proposals, meetings, and follow-ups.

Make regular follow-up calls/emails/WhatsApp communication with prospective customers as instructed.

Maintain proper records of customer interactions and commitments.

Escalate important customer requirements to the concerned Sales Manager/HOD.

3. Sales Support

Assist the sales team in preparing and sharing quotations, proposals, presentations, and other sales documents.

Coordinate with technical, estimation, accounts, and operations teams for required information.

Track quotation submission and follow-up status.

Support the sales team in meeting monthly sales and conversion targets.

4.Order & Documentation Coordination

Coordinate for collection of required customer documents, PO, work orders, agreements, and other relevant records.

Support the team in order processing and internal documentation.

Maintain proper digital and physical records of sales-related documents.

5. Internal Coordination & Administrative Support

Coordinate between Sales, Service, Projects, Accounts, Purchase, and Management teams.

Schedule meetings and follow-up activities where required.

Maintain confidentiality and accuracy of customer and company information.

Perform other CRM and sales-related duties assigned by the reporting manager/HOD.

6. Support On Weekend & Holiday’s

Need to provide support on weekend & holidays to the on field team as & when required.