Job Description (JD) – CRM Executive

Position: CRM Executive
Department: Sales / Customer Relationship Management
Location: Coimbatore, Tamil Nadu
Employment Type: Full-Time
Experience: 2+ Years
Incentives: Performance-based incentives as per company policy

About the Role

We are looking for a proactive and customer-focused CRM Executive to manage customer relationships, coordinate sales activities, maintain CRM records, and ensure timely follow-up on leads and quotations. The ideal candidate should possess excellent communication skills, strong organizational abilities, and hands-on experience using CRM software to support the sales process.

Key Responsibilities

- Build and maintain solid relationships with prospective and existing customers.

- Handle customer enquiries via phone, email, and Whats App with prompt, professional responses.

- Maintain regular communication with customers throughout the sales cycle.

- Manage inbound and outbound sales leads effectively.

- Assign, update, track, and follow up on leads using the CRM system.

- Ensure all qualified leads are attended to and followed through to closure.

- Coordinate with the sales team to understand and fulfill customer requirements.

- Prepare, send, and follow up on quotations.

- Schedule product demonstrations, customer meetings, and machine trials.

- Support the sales team in converting leads into confirmed orders.

- Maintain accurate customer, lead, and sales data in the CRM.

- Update customer interactions, quotations, follow-ups, and deal stages regularly.

- Generate daily, weekly, and monthly CRM and sales performance reports.





- Ensure CRM data accuracy, completeness, and quality.

- Address customer concerns professionally and coordinate with internal teams for timely resolution.

- Deliver a positive customer experience throughout the customer journey.

- Maintain daily activity, sales pipeline, and follow-up reports.

- Track customer conversions, pending opportunities, and sales progress.

- Provide management with regular CRM performance and sales status updates.

RequirementsRequired Qualifications

- Bachelor's degree in Business Administration, Commerce, Marketing, or a related field.

- Minimum 2 years of experience in CRM, Inside Sales, Sales Coordination, or Customer Service.

CRM Knowledge

- Experience with Zoho CRM, Zoho Bigin, Salesforce, Hub Spot, or any similar CRM software.

Technical Skills

- CRM and lead management

- Customer follow-up and communication

- Quotation management

- Microsoft Excel and Word

- Email handling

- Basic computer skills

- Data entry and documentation

Required Skills

- Good communication skills

- Customer handling and relationship management

- Sales coordination

- Strong follow-up skills

- Time management

- Problem-solving

- Teamwork

- Attention to detail

- Ability to handle multiple customers

Language Requirements

- Required: English, Tamil, Hindi

- Preferred: Malayalam

BenefitsWhy Join Us?

- Career Growth Opportunities

- Performance-Based Incentives

- Professional Work Environment

- Hands-on Experience with Leading CRM Platforms

- Continuous Learning & Development

- Opportunity to Work with a Dynamic Sales Team

📌 CRM Executive (India)
🏢 ECOG GROUP OF COMPANIES
📍 India