Key Roles & Responsibilities

1. Lead & Enquiry Capture
- Record every enquiry received via phone, email, website, India MART/B2B portals, trade shows and field executives in CRM within 4 working hours.
- Capture lead source, customer details, product (aluminum tube, laminated tube, container, bottle), application, quantity and target date.

- Qualification & Allocation

- Qualify enquiries using BANT checklist (Budget, Authority, Need, Timeline).
- Collect complete technical details (size, alloy, lacquer, print colors, cap type, latex, artwork).
- Allocate qualified leads to the right Sales Executive / Area Sales Manager the same day.

- Quotation Coordination

- Send complete enquiry details to Estimation & Pricing team.
- Track quotation preparation against TAT.
- Review quotation for completeness and ensure timely delivery to customer.
- Maintain enquiry and quotation register with status and value.

- Customer Follow-up

- Follow up on every open enquiry, quotation and sample as per cadence (Day 2, 7, 15, 30) via phone and email.
- Log every conversation and next action in CRM.
- Record loss reason for every lost enquiry.

- Customer Communication





- Respond to customer emails and calls within 4 working hours.
- Handle queries related to enquiries, prices, samples, documents and order status.
- Send order acknowledgements, delivery updates, dispatch details and payment reminders in standard formats.

- Field Sales Visit Planning

- Prepare weekly visit plan for Sales Executives based on hot leads, open quotations, key accounts and overdue payments.
- Fix customer appointments and share visit schedules.
- Collect and update visit reports in CRM within 24 hours of each visit.

- Order Coordination with Production & PPC

- Hand over confirmed orders to PPC with complete specifications, approved artwork and delivery date.
- Obtain delivery commitment and track order status daily through production, QC and dispatch.
- Alert customers and Sales team early in case of any delay or change.

- CRM & Sales Reporting

- Maintain complete and accurate CRM data.
- Prepare daily enquiry report, weekly pipeline & follow-up report, visit plan vs actual, and pending order status for weekly sales review.

📌 Back Office And Sales Executive (Navsari)
🏢 Sona Extrusion Pvt.ltd
📍 Navsari