Sales Co-ordinator Cum CRM

Designation – CRM cum Sales Coordinator

Location – Ring Road, Surat

Work days – Mon – Sat

Timings :- 10 am – 7 pm

Job Responsibilities:-

·     Monitor and track field sales activities through application-based tools.

·     Coordinate daily with the sales team to ensure smooth execution of field operations.

·     Track and follow up on customer orders from booking to dispatch.

·     Maintain accurate sales records and ensure timely data updates in the system.

·     Assist the Sales Manager with sales planning, performance tracking, and operational support.

·     Follow up on pending orders, deliveries, and customer requirements.

·     Ensure proper communication flow between sales, warehouse, and accounts teams.

·     Support the team in resolving sales-related issues and providing timely updates to management.

• Manage the complete CRM system and ensure accurate customer data is maintained.
• Build and maintain strong relationships with existing and potential clients.
• Conduct timely follow-ups via calls, emails, or messages to ensure high customer engagement. Respond to customer queries and issues promptly and professionally.
• Track customer interactions and feedback to enhance the customer experience.
• Collaborate with sales, marketing, and support teams to streamline communication.
• Generate and maintain MIS reports (daily/weekly/monthly) on customer interactions, lead status, and follow-ups.
• Monitor CRM campaigns and analyze their effectiveness.
• Ensure all CRM activities are aligned with the company’s customer retention strategies.
• Handle all digital marketing activities for lead generations. 
• Co-ordinate with external agencies for any deliverables.     
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Required Skills & Qualifications:

• Bachelor’s degree in business administration, Marketing, or a related field.
• Proven experience in a CRM role, preferably in [industry-specific experience if needed].
• Proficient in any ERP software & CRM tools such as Salesforce, Zoho CRM, or similar platforms.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Advanced knowledge of Excel and data visualization/reporting tools.
• Ability to prepare and present MIS reports accurately and timely.
• Attention to detail and problem-solving mindset.