Sales Coordinator

Primary Responsibilities

1. CRM & Lead ManagementOversee daily operations in Zoho CRM.

• Assign new leads to respective sales executives based on region/product.
• Ensure every lead has a next follow-up date and timely updates.
• Track deal status and analyze lost-deal reasons.
• Share daily dashboard reports (converted, pending, lost leads) with management.

2. Sales Process ManagementEnsure quotations are generated and shared on time.

• Send follow-up reminders to sales representatives for pending deals.
• Review and approve pricing, schemes, and special offers before dispatch.
• Coordinate with management for deal approvals and policy compliance.

3. Billing & Logistics CoordinationLiaise with accounts for invoice preparation and approvals.

• Confirm dispatch and delivery status with the logistics team.
• Maintain a real-time tracker for pending orders, credit limits, and outstanding payments.
• Follow up with dealers/distributors for payment and billing confirmations.

4. Reporting & DocumentationPrepare daily and weekly MIS reports:

• Leads summary
• Quotation & order tracker
• Payment and collection reports
• Maintain accuracy of Zoho CRM pipeline.
• Conduct weekly sales review meetings and circulate action notes.

5. Team Discipline & PerformanceMonitor sales executives’ call logs, visits, and daily reports.

• Track incentive eligibility and performance scorecards.
• Ensure timely reporting and follow-up compliance by the sales team.
• Act as the central communication point between management and the field sales team.