CRM EXECUTIVE

1. Job Summary

The CRM Executive is responsible for managing customer interactions, handling enquiries, coordinating with internal teams, and ensuring timely resolution of customer requirements. The role ensures customer satisfaction from enquiry to order confirmation, production updates, delivery, installation, and after-sales service.

2. Key Responsibilities

A. Customer Handling & Communication

• Manage all incoming enquiries (call, email, website leads, walk-ins).
• Maintain regular communication with customers regarding product details, quotations, offers, and timelines.
• Provide accurate information regarding uPVC window/door specifications, profiles, hardware, glass, and accessories.
• Handle customer complaints and provide proper escalation/resolution.

B. Lead & Order Management

• Follow up with potential leads generated by the sales/marketing team.
• Update CRM software/Excel trackers daily.
• Coordinate with the sales team for site visits, measurements, and quotations.
• Support sales executives in order closure and documentation.

C. Coordination With Internal Departments

• Coordinate with the design/estimation team for BOQ preparation and costing.
• Communicate with the production team for order status, material readiness, and dispatch timelines.
• Liaise with installation teams for scheduling and customer updates.
• Ensure smooth communication between customer and company to avoid delays.

D. After-Sales & Service

• Track installation quality and collect customer feedback.
• Register and close service requests within defined timelines.
• Ensure customer satisfaction and maintain service records.

E. Documentation & Reporting

• Prepare daily/weekly MIS reports: enquiries, follow-up status, orders closed, pending issues.
• Maintain complete customer records, agreements, quotations, and service logs.
• Update CRM database with all interactions and follow-ups.

Job Types: Full-time, Permanent, Fresher

Pay: ₹10,000.00 - ₹13,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid time off
• Provident Fund

Work Location: In person