CRM/ERP System Coordinator
2 days ago
Note: This role is not for FRESHERS - Only persons with online & offline Coordination Skills and experience shall apply.
Key Responsibilities:
1. CRM/ERP Frontend Management
- Manage and monitor daily operations within the CRM/ERP system.
- Oversee the entry, tracking, and updating of leads, RFQs, sales orders, purchase orders, and delivery schedules.
- Ensure data accuracy and integrity across all modules (Sales, Procurement, Inventory, and Delivery).
- Configure and optimize dashboard views for efficient access to task and order progress.
2. Coordination & Communication
- Assign incoming RFQs and leads to appropriate teams (Sales, Purchase, Operations).
- Follow up with responsible departments to ensure quotations, purchase orders, and delivery tasks are completed within timelines.
- Coordinate between departments (Sales, Supply Chain, Inventory, and Accounts) to ensure uninterrupted workflow.
- Escalate any unresolved delays, discrepancies, or communication gaps to senior management.
3. Reporting & Documentation
- Prepare and submit daily and weekly progress reports on RFQ status, lead conversion, sales performance, and order fulfillment.
- Maintain logs of follow-ups, pending actions, and completed tasks for review by management.
- Generate periodic CRM/ERP analytics reports highlighting efficiency, turnaround time, and areas of improvement.
4. System Support & Process Improvement
- Collaborate with IT or ERP support teams to resolve system issues and ensure module functionality.
- Identify process bottlenecks and suggest workflow improvements within the CRM/ERP system.
- Train and support new users in proper CRM/ERP usage and data entry protocols.
5. Compliance & Quality Control
- Ensure that all CRM/ERP data entries follow company standards and naming conventions.
- Maintain confidentiality of client, supplier, and order information.
- Ensure compliance with company data-protection and reporting policies.
6. Performance Indicators (KPIs):
- Timeliness in assigning and following up on RFQs and leads.
- Accuracy and completeness of CRM/ERP data entries.
- Reduction in internal follow-up delays.
- Efficiency of weekly reporting and responsiveness to management queries.
- Improvement in team coordination and workflow efficiency.
Required Skills & Qualifications:
- Bachelor's/Master's degree in Business Administration, Information Systems, or related field.
- Proven experience (2–4 years) in CRM/ERP operations, coordination, or system administration.
- Familiarity with CRM/ERP systems such as Zoho, SAP, Odoo, or Oracle NetSuite.
- Strong communication and coordination skills.
- Proficiency in MS Excel, reporting tools, and CRM dashboards.
- Detail-oriented with strong problem-solving and follow-up skills.
- Ability to manage multiple tasks simultaneously under tight timelines.
Job Types: Full-time, Contractual / Temporary
Contract length: 24 months
Pay: ₹24, ₹28,000.00 per month
Ability to commute/relocate:
- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (Required)
Education:
- Master's (Required)
Experience:
- Project coordination: 1 year (Required)
- CRM software: 1 year (Required)
- Communication skills: 2 years (Required)
Language:
- English (Required)
Location:
- Hyderabad, Telangana (Required)
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