- Manage and maintain the company CRM system, ensuring data accuracy and timely updates.
- Generate, track, and analyse sales reports and dashboards to monitor KPIs, pipeline status, and team performance.
- Create visual reports and insights using Power BI or Tableau to support management decision-making.
- Collaborate with sales, marketing, and finance teams to ensure alignment of data and reporting metrics.
- Identify gaps or inefficiencies in sales processes and suggest data-driven improvements.
- Support sales forecasting, target tracking, and performance analysis.
- Ensure timely preparation and distribution of weekly/monthly/quarterly reports.
- Work closely with leadership to provide actionable insights for strategic planning.
- Help in building quotations and customer presentations for sales opportunities.
- Build automation around CRM and sales processes to improve efficiency and accuracy.
- Control and maintain all customer data related to sales, ensuring proper documentation, accuracy, and confidentiality.