1. Purpose

To outline the processes and responsibilities of the Sales Coordinator to ensure smooth sales operations, proper customer handling, and accurate reporting.

2. Responsibilities

The primary responsibilities of the Sales Coordinator include:
- Sales Support:
- Assist the sales team with administrative tasks.
- Provide timely updates and relevant information regarding sales leads, opportunities, and customers.
- Prepare and maintain sales documents such as quotations, contracts, and proposals.
- Handle sales order processing from start to finish.
- Customer Relationship Management:
- Serve as a point of contact for customers for post-sales inquiries.
- Assist in resolving customer complaints and issues.
- Maintain and update the customer database in the CRM system.
- Data Entry and Documentation:
- Ensure all sales activities are accurately recorded in the CRM or ERP system.
- Generate regular reports (daily, weekly, monthly) on sales activities, performance, and forecast.
- Maintain accurate sales records and ensure all documentation is properly archived.




- Sales Scheduling:
- Coordinate meetings between sales representatives and clients.
- Schedule product demonstrations, training sessions, and client meetings.
- Monitor and follow up on sales appointments to ensure they are kept.
- Reporting and Analysis:
- Generate sales reports based on data inputs and communicate results to the sales manager.
- Track and report on sales targets and KPIs.
- Monitor lead generation efforts and conversions, providing insights for sales strategy adjustments.
- Order Processing & Invoicing:
- Confirm product availability and delivery timelines.
- Create, track, and follow up on customer orders and shipments.
- Ensure timely invoicing and payment follow-up.
- Inventory Management:
- Ensure that stock levels are up-to-date and in line with customer demand.
- Work with the inventory team to ensure products are available for orders.
- Sales Team Coordination:
- Serve as a lia

📌 Sales Coordinator (Surat)
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