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

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