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