Maintain and update customer, lead, and sales data in the CRM system.
Ensure accuracy, completeness, and integrity of CRM records.
Generate daily, weekly, and monthly reports for management.
Analyze sales, customer, and operational data to provide meaningful insights.
Prepare reports and dashboards using advanced Microsoft Excel.
Coordinate with Sales, Marketing, and Customer Support teams to ensure timely CRM updates.
Visit clients regularly to build and maintain robust business relationships, understand their requirements, and ensure high levels of customer satisfaction.
Act as the primary point of contact for assigned clients and ensure timely resolution of queries and concerns.
Track customer interactions, follow-ups, and sales pipeline activities.
Identify data discrepancies and ensure timely resolution.
Support management with business reporting, forecasting, and data analysis.
Maintain confidentiality of customer information and company data.