Description
crm management
mis reporting
plan scheduling
bom coordination
compliance reporting
data entry
3. Monitoring the 6SWS Framework
The coordinator is key in optimizing workflows, enhancing data-driven decision-making, and improving operational efficiency. By maintaining structured processes and ensuring compliance, this role directly contributes to increased sales effectiveness, customer satisfaction, and business growth.
The Pre-Sales Coordinator is a vital link between sales, customers, and operations, and ensures seamless execution, data management of pre-sales activities. This role is responsible for managing planning and scheduling, CRM data accuracy, adherence to sales frameworks, and facilitating solution-related processes.
1. Planning and Scheduling
- Verify and manage required documents
- Update and maintain the Monthly, Weekly, and Daily Plans in coordination with the sales team.
- Share compliance reports with leadership to highlight successes and areas for improvement.
- Operational Excellence: Timely issue resolution, improved compliance, and system efficiency.
- Monitor lost case feedback through automated calls and follow-up interactions.
- Provide timely updates to stakeholders on upcoming activities and milestones.
- Ensure accurate and complete data entry for customers and projects in the CRM.
- Regularly review planned activities versus actual execution.
- Provide prompt support for issues related to leads and CRM data management.
- Oversee adherence to the IDA commission process.
- Publish Management Information System (MIS) reports on Plan vs. Actual performance.
- Ensure seamless coordination in Bill of Materials (BOM) creation and presentation by collecting relevant drawings and documents from clients and Interior Designers/Architects (IDAs).
- Ensure all plans are published as per the Turnaround Time (TAT).
- Conduct regular CRM audits to identify and rectify discrepancies.
- Maintain smooth communication and workflow management to support team efficiency.
- Provide feedback and recommendations to enhance framework adherence.
- Collaborate with Sales and Operations teams to resolve deviations or challenges.
- Initiate feedback calls to understand sales closure experiences.
- Ensure timely data entry from sales team interactions within 24 hours of engagement.
- Ensure accurate and timely completion of administrative and reporting tasks.
- Send reminders for pending updates and validate the accuracy of data entered.
- Conduct automated customer feedback surveys post-sales closure.
- Report administratively to the City Head and functionally to the MIS and CRM Manager.
- Track and follow up on outstanding action items from site visits or IDA meetings.
- Track and ensure adherence to the 6SWS Framework across sales and operations teams.
Requirements
crm
bom
bachelor's
2-5 yrs
planning
communication
4. BOM Creation and Solution-Related Processes
2. CRM Data Management
- Efficient Planning: Improved coordination with clear, timely, and structured plans.
- Streamlined Administration: Effective and organized reporting for better management decisions.
- Strong proficiency in CRM tools and data management.
- Ability to multitask and manage time effectively in a fast-paced environment.
- Customer Centricity
- Process Centricity
- Bachelor’s degree in Business Administration, Sales, Operations, or a related field.
- Strong communication and collaboration abilities.
- Excellent organizational, analytical, and problem-solving skills.
- Accurate CRM Data: Enhanced decision-making with reliable and validated data.
- 2-5 years of experience in Pre-Sales, Sales Coordination, CRM Management, or related functions.
Benefits
Join us in shaping the future of luxurious Smart living.
Keus is at the forefront of integrating elegant design with state-of-the-art technology in smart home automation and architectural lighting. Our mission is to transcend ordinary living, offering a luxurious, smart home experience that is seamless and beyond compare.
- The opportunity to be at the forefront of the home automation industry, working with high-end clientele.
- Competitive salary, commission structure, and benefits.
- Professional growth opportunities in a rapidly expanding company.
- A dynamic and supportive work environment that values innovation and creativity.
Training + Development
Information not given or found
