CRM Roles & Responsibilities
Customer Data Management – Maintain accurate customer and lead details in the CRM system.
Lead Follow-up – Track and coordinate timely follow-ups with customers and leads.
Customer Coordination – Handle customer queries and coordinate with Sales, Pre-Sales, and relevant departments.
Sales Tracking – Monitor booking, site visit, enquiry, and sales status in the CRM.
Documentation – Maintain customer documents, agreements, payment details, and related records.
Complaint Management – Record customer complaints and coordinate with concerned departments for resolution.
Reports & Updates – Prepare daily/weekly CRM reports and provide management with required updates.
Data Accuracy – Ensure all customer information and activities are updated correctly and on time.
Customer Relationship – Maintain valuable relationships with customers and support customer satisfaction.
Post-Sales Support – Coordinate with customers after booking/sale and assist with service-related requirements.
Perks and perks Health insurance, Provident fund, Food allowance, Annual bonus