AMH

CRM – Roles & Responsibilities : 1. Client Relationship Management Onboarding Clients: Smoothly onboard clients into the company’s ecosystem by providing all necessary information, documentation, and contact points. Client Communication: Act as the primary point of contact for client queries, concerns, and updates throughout the project lifecycle. Feedback Collection: Regularly gather and analyze client feedback to improve the company’s products and services. 2. Sales and Pipeline Management Lead Tracking: Monitor the CRM sheets to track leads, follow-ups, and sales progress. Follow-Up: Ensure timely follow-ups with potential and existing clients to maintain engagement and drive conversions. Report Generation: Generate and share weekly and monthly pipeline and conversion reports with the management team. 3. Data and Process Management CRM Sheet Maintenance: Keep the CRM sheet up-to-date with client details, interactions, and the status of deals or projects. Data Integrity: Verify the accuracy of client data and regularly clean the CRM database to avoid duplication or outdated information. Automation: Utilize CRM features to automate reminders, emails, and workflows for improved efficiency. 4. Client Retention and Upselling Retention Strategies: Develop and implement strategies to retain existing clients through loyalty programs, exclusive offers, and regular check-ins. Upselling and Cross-Selling: Identify opportunities to upsell or cross-sell products and services based on client needs and preferences. 5. Collaboration with Teams Coordination: Liaise with sales, marketing, production, and project teams to ensure client requirements are met on time. Client Insights: Share client insights and feedback with design or production teams for better project alignment. 6. Reporting and Analytics KPI Tracking: Track key performance metrics such as client acquisition, retention rates, satisfaction scores, and sales targets. Insights and Trends: Analyse CRM data to identify trends and recommend actionable strategies to management.