Maintain a clean, accurate, and updated CRM system while ensuring every lead has proper follow-up and next-action tracking.
Key Responsibilities
Upload and update recent leads in the CRM.
Clean and maintain company and client data.
Identify and remove duplicate leads/data.
Assign leads to the concerned sales/team members.
Create and monitor follow-up tasks.
Ensure regular CRM updates and accurate lead status.
Maintain and organize client documents.
Prepare daily/weekly CRM and management reports.
Coordinate with the Accounts team for invoices and payment-related updates.
Track renewal dates and send timely reminders.
Maintain compliance-related reminders and deadlines.
Coordinate with internal teams to ensure timely action on pending leads.
Key Rule
No lead should remain in the CRM without a defined next action, follow-up date, or proper closure status.
Required Skills
Positive knowledge of CRM software and MS Excel/Google Sheets.
Strong data management and organizational skills.
Valuable communication and coordination skills.
Attention to detail and accuracy.
Ability to manage follow-ups and deadlines.
Basic understanding of invoices, renewals, and compliance tracking.
Pay: ₹18,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Internet reimbursement
Paid time off
Work Location: In person
📌 Crm Administrator Motera (India)
🏢 Betasys Healthcare
📍 India
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