Sales force automation

5 days ago

Bengaluru, Karnataka, India Sowparnika Projects and Infrastructure Pvt Ltd Full time ₹ 4,20,000 - ₹ 8,40,000 per year

To manage, enhance, and automate the company's sales processes using the Salesforce CRM platform, ensuring smooth data flow, improved lead management, and efficient tracking of sales performance across projects and teams.

Key Responsibilities:

1. Salesforce Administration & Customization

  • Manage day-to-day Salesforce operations including user setup, profiles, and data management.
  • Customize and configure Salesforce objects, workflows, validation rules, dashboards, and reports.
  • Maintain data accuracy, integrity, and ensure seamless synchronization between Salesforce and other integrated platforms (website, digital marketing tools, ERP, etc.).

2. Sales Process Automation

  • Automate key sales workflows — lead capture, distribution, follow-ups, opportunity tracking, and closure.
  • Support CRM and sales teams in implementing automated communication workflows (emails, reminders, alerts).
  • Identify process gaps and develop automation solutions to improve efficiency.

3. Reporting & Analytics

  • Create and maintain dashboards for sales, lead conversion, and campaign performance tracking.
  • Provide insights on lead quality, sales funnel health, and agent performance.
  • Generate reports to support management decisions and sales forecasting.

4. Cross-Functional Coordination

  • Collaborate with marketing teams to ensure smooth lead integration from digital platforms (Facebook, Google Ads, portals).
  • Work closely with IT and CRM teams for troubleshooting and enhancements.
  • Coordinate with sales teams to ensure adoption and optimal use of Salesforce features.

5. Training & Support

  • Conduct user training sessions for sales and CRM teams on Salesforce usage and new feature rollouts.
  • Provide ongoing support for issues, updates, and improvements.
  • Document workflows, processes, and standard operating procedures (SOPs).

Key Skills & Competencies:

  • Strong knowledge of Salesforce Sales Cloud / CRM configuration and customization.
  • Understanding of lead management and real estate sales processes.
  • Experience in data analytics, dashboard creation, and report automation.
  • Knowledge of integrations (API, Zapier, marketing automation tools) is an advantage.
  • Excellent analytical, problem-solving, and coordination skills.

Qualification & Experience:

  • Qualification: B.E. / B.Tech / MBA (Marketing / IT) or equivalent.
  • Experience: 3–8 years of experience in Salesforce CRM management, preferably in real estate, financial services, or B2C industries.
  • Salesforce certification (Admin / Sales Cloud Consultant) preferred.

Job Types: Full-time, Permanent

Pay: ₹35, ₹70,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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