08 Sep
|
Kaizen HR Consulting
|
Gurugram
08 Sep
Kaizen HR Consulting
Gurugram
We are looking for a detail-oriented and analytical MIS Analyst & Data Analyst to manage the company's CRM system, sales data, reporting, lead allocation, and performance dashboards. The ideal candidate should have excellent Excel skills, CRM management experience, and the ability to generate actionable insights for the sales and management teams.
Key Responsibilities
* Manage and maintain the company's CRM software
Ensure accurate lead creation, assignment, and tracking.
* Monitor lead lifecycle from enquiry to closure.
*Maintain customer records with complete and updated information.
Identify duplicate or incorrect records and maintain database hygiene. Coordinate with sales, pre-sales, and marketing teams for CRM updates. Prepare Daily, Weekly, and Monthly MIS reports. Generate sales performance dashboards. Prepare reports on: Lead generation Lead allocation Follow-up status Site visits Bookings Revenue Conversion ratios Present management reports with key insights and recommendations. Analyze lead sources and campaign performance. Track individual sales team productivity.
Monitor TAT (Turnaround Time) for lead response. Generate reports on sales funnel performance. Identify bottlenecks in the sales process. Validate data accuracy before report generation. Clean and standardize CRM databases. Import/export customer data. Maintain backup and data security standards. Coordination
Work closely with Marketing, Digital Marketing, Presales, Sales, and Management. Coordinate with CRM software vendors for issue resolution. Assist in CRM customization and automation. Develop Excel dashboards using: Pivot Tables VLOOKUP/XLOOKUP INDEX-MATCH Power Query Charts Recommend improvements in reporting and automation. Reduce manual reporting through process optimization. Required Skills
Advanced Microsoft Excel Google Sheets CRM Software (Lead Rat, Sell. Do, Salesforce, Zoho CRM, Hub Spot, or similar) Power BI (Preferred) SQL (Basic knowledge preferred) Robust analytical and proble
📌 Data analyst (Gurugram)
🏢 Kaizen HR Consulting
📍 Gurugram