Sales Coordinator
1 day ago
Job Summary:
We are looking for a detail-driven and tech-savvy Sales Coordinator to streamline sales operations using CRM software. This role involves managing field force tracking, verifying beat plans, coordinating TA/DA, and supporting event-based activities like exhibitions. You will ensure data accuracy, compliance, and seamless coordination across the sales function.
Key Responsibilities:
CRM & Sales Activity Management
- Maintain and update records of leads, customers, and sales activities in the CRM.
- Monitor daily check-in/check-out status of field sales employees using GPS-enabled CRM tools.
- Ensure proper logging of visits and meetings aligned with the approved beat plans.
- Generate and share daily/weekly reports on sales team movement and performance.
Beat Plan & Field Force Tracking
- Review and validate beat plans submitted by sales staff across regions.
- Compare beat plans with real-time check-in data to identify gaps and anomalies.
- Coordinate with regional managers to optimize market coverage and sales frequency.
TA/DA Coordination
- Verify travel and daily allowance (TA/DA) claims using CRM data, including visit logs and locations.
- Prepare consolidated reports for HR/accounts to process monthly reimbursements.
- Ensure timely documentation and flag irregularities in claims.
Event & Exhibition Management
- Create events and activity schedules (e.g., exhibitions, dealer meets) in the CRM.
- Coordinate with the marketing and sales teams for participation and lead capture.
- Monitor post-event follow-up and lead conversion tracking.
Reporting & Communication
- Compile actionable reports and dashboards on team performance, productivity, and sales KPIs.
- Support cross-functional coordination between sales, HR, accounts, and marketing.
- Act as a support point for sales team members regarding CRM access and functionality.
Qualifications:
- Bachelors degree in Business Administration, Sales, or related discipline.
- 2-4 years of experience in sales coordination, CRM operations, or sales backend support.
- Proficiency in CRM tools (Salesforce, Zoho, LeadSquared, or similar).
- Solid understanding of sales processes, beat planning, and field force management.
- Strong Excel and report-generation skills.
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