A Naukri Group company
LoginHire Local Staff
A Naukri Group companyLoginHire Local Staff
15,000 - 22,000 /month
Aactive Hr Plus Private Limited
Udhana, Surat
0 - 6+ years Experience in Customer Support / TeleCaller
Full Time
OB DESCRIPTION – CRM Executive
Position Details
Designation: CRM Executive Department: Sales Reporting To: Sales Manager & Director Employment Type: Full-Time
Job Description
1. Lead Management
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Maintain a central database of all new and existing leads.
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Record lead source, client details, requirements and current status.
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Categorize leads based on priority, potential and business requirements.
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Ensure every lead has a defined next follow-up date.
2. Client & Follow-up Management
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Track follow-ups for new clients, existing clients and brokers.
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Monitor enquiries, samples, quotations and pending orders.
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Ensure no lead or client follow-up is missed.
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Coordinate with Sales Executives for pending follow-ups.
3. Exhibition & New Lead Management
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Maintain and track leads generated through exhibitions and other marketing activities.
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Categorize leads into:
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New Clients
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Existing Clients
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New Brokers
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Activated Brokers
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Track lead movement from Lead → Order → Repeat Order.
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Prepare follow-up lists for the Sales Team.
4. Sales Coordination & Reporting
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Collect daily/weekly updates from the Sales Team.
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Maintain sales pipeline and pending enquiry reports.
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Prepare regular reports on:
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Leads
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Follow-ups
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Conversions
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Pending activities
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Highlight inactive or high-potential leads to the Sales Head.
5. Customer Data Management
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Maintain updated client and broker information.
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Record client preferences, product requirements and previous order details.
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Keep customer data organized and easily accessible to the Sales Team.
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Ensure CRM records are properly updated after every major client interaction.
6. Sales Performance Support
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Track lead conversion and follow-up performance of Sales Executives.
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Identify pending and missed follow-ups.
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Support the Sales Head in reviewing the sales pipeline.
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Provide data required for sales meetings and performance reviews.
Job Specification
Qualification
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Graduate / Diploma in any relevant field.
Experience
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1–3 years of experience in CRM, sales coordination or customer management preferred.
Required Skills
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Good knowledge of MS Excel and CRM software.
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Strong follow-up and data management skills.
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Good communication and coordination skills.
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Ability to maintain accurate customer and sales records.
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Good understanding of sales processes and lead conversion.
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Detail-oriented and organized.
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Proactive and responsible approach to work.
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Ability to coordinate with multiple Sales Executives and departments.
Key Performance Areas – KRA
KRA
Performance Focus
Lead Management
Accurate and complete lead database
Follow-up Management
Timely follow-up with no missed critical leads
Exhibition Lead Management
Proper tracking from lead to order/repeat order
Sales Coordination
Timely collection of Sales Team updates
CRM Data Management
Accurate and updated customer/broker records
Sales Pipeline Reporting
Accurate pipeline, enquiry and conversion reports
KRA
Performance Focus
Sales Performance Support
Identification of pending/missed follow-ups and high-potential leads
Ideal Candidate
A detail-oriented, organized and proactive CRM professional who can effectively manage the sales database, follow-up schedules, customer information, exhibition leads and sales pipeline while providing accurate information and reporting support to the Sales Manager and Director.
High Demand
