18 Crm Reporting Jobs

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

Field Sales Executive Agri Inputs (Uttar Pradesh) Company: Gramik Location: Uttar Pradesh (Multiple Districts) Department: Sales & Marketing Employment Type: Full-time Apply- hr@gramik.in About Gramik Gramik is an agri-tech driven organization dedicated to farmer welfare by providing quality agri-inputs, cattle feed, and digital agri-solutions. We aim to empower farmers through innovation, technology, and reliable products delivered via an efficient rural supply chain. Role Overview We are seeking enthusiastic and result-oriented Field Sales Executives to drive sales of Agri- input products (fertilizers, pesticides, bio-fertilizers, cattle feed, seeds, etc.) across villages and districts of Uttar Pradesh. The ideal candidate will work closely with farmers, retailers, and Village Level Entrepreneurs (VLEs) to generate demand, ensure product availability, and build strong customer relationships. Key Responsibilities • Achieve monthly sales targets of agri-input products in the assigned territory. • Build and maintain strong relationships with farmers, retailers, and distributors. • Conduct field visits, product demonstrations, and farmer meetings to create awareness. • Appoint and support Village Level Entrepreneurs (VLEs) for market penetration. • Monitor competitor activities, pricing, and farmer demand trends. • Ensure proper visibility and branding of Gramik products in rural markets. • Collect orders, ensure timely delivery, and follow up for payments. • Provide after-sales service and technical guidance to farmers on product usage. • Regular reporting of field activities, sales performance, and market feedback to the Sales Manager. Qualifications & Skills • Bachelors degree/diploma in Agriculture, Agri-business, Rural Management, or related field preferred. • 1–3 years of field sales experience in agri-inputs (fertilizers, pesticides, seeds, cattle feed, etc.). Freshers with strong rural/agri background may also apply. • Strong communication and relationship-building skills. • Willingness to travel extensively across villages/districts. • Knowledge of local language (Hindi) and understanding of rural/agri ecosystem. • Self-motivated, target-driven, and customer-focused. What We Offer • Competitive salary + attractive incentives based on performance. • Opportunity to work in a fast-growing agri-tech startup. • Training and development support for career growth. • Chance to directly contribute to farmer welfare and rural empowerment.

A Senior Analyst in the Global Demand Generation and Analytics Team is expected to support reporting & analytics tasks for different practices across The Hackett Group. You will be responsible for managing and creating multiple reports based on MS-Excel / Power-BI, using Salesforce CRM. The responsibilities are mentioned below but are not limited to only the following: This role focuses on designing, developing, and maintaining insightful reports and dashboards within Salesforce (Classic / Lightening), leveraging strong data analysis skills and proficiency in Excel and Power BI. You will be responsible for ensuring data accuracy, optimizing report performance, and providing training and support to end-users. Collaborate with stakeholders to gather reporting requirements and translate them into meaningful reports. Develop interactive dashboards and reports in Power BI, connecting to Salesforce / MS-Excel. Publish and manage Power BI reports and dashboards for end-user consumption. Analyze data to identify trends, patterns, and insights. Develop and maintain documentation for reports and dashboards. Desired Candidate Profile: - Ability to manage multiple projects simultaneously. - Independently responsible for the deliverables in the assigned functional area. - Proven experience in CRM reporting (Preferable Salesforce) and dashboard development. - Strong proficiency in Microsoft Excel (advanced functions, pivot tables, macros). - Demonstrated experience with Power BI (data modeling, DAX, dashboard creation). - Strong understanding of Salesforce data structures and reporting capabilities. - Excellent analytical and critical thinking skills. - Strong communication and interpersonal skills. Relationship Management: - Act as first level Quality Check Analyst. - Maintain communication & coordination with internal client / Requestor. - Actively seeking feedback & implementing the suggestions & comments. - Develop competence in verbal & written communication (phone & email). - Develop and Maintain Relationship with Functional Leaders through constant email communication & project updates, monthly phone discussions, and review.,

You will be responsible for managing a high-visibility book of business within the Treasury & Capital Markets segment as a seasoned sales professional. Reporting to the Senior Director of Sales, your primary focus will be on driving growth through strategic account management and consultative selling. Your key responsibilities will include maintaining a robust sales pipeline through proactive sales activities and accurate CRM reporting. You will need to demonstrate enterprise sales leadership by navigating complex sales processes and engaging key stakeholders across product, technology, and procurement departments. Additionally, this role will require up to 30% travel. To be successful in this role, you should have at least 10 years of experience in outside sales for enterprise software, SaaS, or FinTech solutions. You must have a proven track record of growing a book of business using consultative sales strategies. Strong communication skills and an in-depth understanding of the banking and capital markets sectors are essential qualifications for this position. If you find this opportunity interesting and aligning with your expertise, we encourage you to either apply to the job post directly or share your CV with us at sonia@crosstab.in.,

As an Inside Sales Head at lessburn, you will play a crucial role in driving the expansion and growth of the company. You will be responsible for establishing and leading the sales function at the Chennai location, building a high-performing team from scratch. Your experience in closing international deals will be invaluable as you develop and implement strategic sales plans to expand the customer base and solidify the company's presence in the market. Your key responsibilities will include leading, managing, and motivating the sales team, providing coaching and support to achieve individual and team objectives. You will be tasked with identifying and penetrating new market segments worldwide, analyzing sales data to optimize performance, and building strong relationships with key stakeholders. Communication of sales strategies, goals, and performance updates to the team and other stakeholders will be essential. To excel in this role, you should have 5 to 8 years of experience in international B2B sales, with a minimum of 3 to 4 years selling into the international market, preferably in the IT/ITES sector. Your strong sales spirit, hands-on experience in list building, outreaching, appointments booking, and managing the full sales cycle will be critical. Experience in building or refining sales workflows, KPIs, and CRM reporting dashboards will also be beneficial. Joining us at lessburn will provide you with self-growth opportunities, high autonomy, competitive compensation with performance-based incentives, and a supportive, growth-focused leadership. You will have the chance to leave your mark by building something from the ground up and contributing to the company's success. lessburn is a fast-growing ITES company that delivers data-driven services to global clients. With a team of over 200 professionals across various functions, we are committed to excellence and innovation. Our headquarters are in Coimbatore, with branch offices in Sivakasi and a virtual office in New York. If you are looking for a challenging and rewarding role where you can make a significant impact, we invite you to join us on this exciting journey.,

You are a proactive and results-driven Customer Success & Sales Specialist with 2-4 years of experience in enterprise software sales or customer success. In this full-time role, you will be responsible for managing enterprise-level IT software clients to ensure high satisfaction and drive revenue growth. Your primary focus will be on end-to-end client lifecycle management, including onboarding, retention, upselling, renewals, and account expansion. Acting as a trusted advisor to C-level stakeholders, you will own both the relationship and commercial outcomes. Your key responsibilities will include: - Customer Success & Engagement: Handling client onboarding, implementation planning, and deployment of IT software solutions. Building strong relationships with key enterprise stakeholders and conducting regular check-ins, training sessions, and performance reviews. - Sales, Revenue & Account Growth: Owning revenue targets, driving upsells, cross-sells, and license expansion. Leading the renewal process and collaborating with pre-sales and product teams for tailored pitches and solution presentations. - Commercial Negotiation & Closure: Managing proposal submissions, pricing negotiations, procurement coordination, and deal closure. Supporting RFPs/RFIs and ensuring accurate CRM reporting and revenue forecasting. - Internal Collaboration & Feedback Loop: Working closely with Product, Delivery, and Support teams to escalate issues and align on client expectations. Serving as the voice of the customer and sharing actionable feedback to enhance the product roadmap. To qualify for this role, you should have a Bachelor's degree in Computer Science, Information Technology, Business, or related fields (MBA is a plus). You should possess 2+ years of experience in Customer Success, Enterprise Sales, or Solution Consulting for B2B software, with a track record of managing end-to-end sales cycles and renewals for enterprise clients. Familiarity with SaaS platforms, enterprise IT systems, and cloud architecture is essential, along with strong commercial acumen, negotiation skills, and a solution selling mindset. Proficiency in CRM tools such as Salesforce and Zoho CRM, as well as sales enablement platforms, is required. Excellent communication and presentation skills are essential for engaging with C-suite leaders effectively.,

As a Customer Success & Sales Specialist in Enterprise IT Software with 3+ years of experience in Customer Success, Enterprise Sales, or Solution Consulting for B2B software, your main role will be to manage enterprise-level IT software clients to ensure high satisfaction and drive revenue growth. You will be responsible for the end-to-end client lifecycle management, including on-boarding, retention, up-selling, renewals, and account expansion. Your key responsibilities will include generating and qualifying new leads through inbound and outbound strategies, nurturing relationships with potential clients, and converting them into long-term business opportunities. You will identify and engage potential clients through targeted prospecting efforts, manage the lead pipeline, and nurture prospects through personalized communication to accelerate sales conversion. Additionally, you will prospect and research potential leads within targeted verticals, nurture relationships through consistent follow-ups, relevant content, and value-driven conversations, and execute prospecting strategies to identify and engage potential customers. Furthermore, you will own revenue targets across assigned accounts by driving up-sells, cross-sells, and license expansion. You will also be responsible for managing proposal submissions, pricing negotiations, final deal closure, supporting RFPs/RFIs, and ensuring accurate CRM reporting, deal pipeline tracking, and revenue forecasting. In terms of customer success and engagement, you will own client onboarding, implementation planning, smooth deployment of IT software solutions, build and maintain strong relationships with key enterprise stakeholders, conduct regular check-ins, training sessions, and performance reviews to ensure value realization, and track product usage, satisfaction metrics, and drive engagement strategies. To excel in this role, you should have a Bachelor's degree in Computer Science, Information Technology, Business, or related fields (MBA is a plus), familiarity with SaaS platforms, enterprise IT systems, and cloud architecture, strong commercial acumen, negotiation skills, and solutions selling mindset, as well as excellent communication and presentation skills with the ability to engage C-suite leaders. Preferred attributes include experience in handling clients from manufacturing, service sectors & OEMs specifically and multilingual proficiency in English, Hindi & Tamil.,

A dynamic and results-driven Inside Sales Executive is sought after by a Kochi based IT company to join their team and play a crucial role in expanding the customer base. As an Inside Sales Executive, your responsibilities will include creating and managing databases for telecalling, making outbound calls, and maintaining accurate records in the CRM tool. You will be responsible for developing and maintaining a comprehensive database for telecalling activities, identifying and compiling relevant information to build an effective database, and regularly updating and cleansing the database to ensure accuracy. In terms of telecalling, you will conduct outbound calls to both existing and new databases to promote products/services, effectively communicate product features and value propositions to potential customers, and build positive relationships through professional communication. Utilizing CRM tools, you will document and track all customer interactions and sales activities, generate reports on call performance and lead conversion, and ensure the CRM is up-to-date with accurate information. Additionally, you will collaborate with the sales team to support achieving sales targets, work closely with marketing to align telecalling efforts with campaigns, and gather customer feedback for product/service improvements. The ideal candidate should have strong proficiency in creating and managing databases for telecalling, excellent verbal and written communication skills, familiarity with CRM tools, and the ability to generate and analyze reports. This is a full-time position with benefits that include Provident Fund. Application Question(s): - How many years of experience do you have in IT Sales/ software sales - Have you conducted any lead generation/telecalling activities - Are you currently based in Kochi or willing to relocate This position requires in-person work in Kochi.,

As a seasoned HubSpot CRM Specialist with 5 - 7 years of hands-on implementation experience, you will play a crucial role in leading and managing full-cycle HubSpot CRM implementations. Your track record of managing end-to-end CRM projects will be essential in customizing and configuring HubSpot CRM to align with business processes and requirements, ensuring successful data migration, system integration, and user adoption. Your deep understanding of HubSpot's CRM capabilities will allow you to design and implement integrations between HubSpot CRM and other business systems, troubleshoot and resolve integration issues promptly, and analyze existing business processes to recommend CRM best practices for enhanced efficiency and productivity. Your responsibilities will also include developing and maintaining workflows, automation rules, and data segmentation strategies within HubSpot, providing ongoing system improvements and support to adapt to evolving business needs, and developing and maintaining dashboards, reports, and analytics to provide insights into sales, marketing, and customer service performance. Your ability to monitor CRM data quality and integrity, implementing data governance practices as needed, will be crucial in driving the success of CRM projects. To excel in this role, you must have a strong understanding of CRM best practices and business processes, proficiency in HubSpot CRM customization, configuration, and administration, hands-on experience with HubSpot integrations utilizing APIs and integration platforms, a solid understanding of data migration processes and tools, and experience with CRM reporting, analytics, and data visualization tools. Excellent communication and interpersonal skills, strong problem-solving abilities, attention to detail, and the ability to work independently and collaboratively within a team are also key qualifications for this position. Additionally, your experience with other CRM platforms such as Salesforce, Microsoft Dynamics, familiarity with marketing automation and customer support tools integrated with HubSpot, and relevant certifications in Implementation, Integration, and Sales Software will be beneficial. Vertis offers best-in-class compensation, medical benefits, an international and multicultural environment, training & development opportunities, and career growth prospects in a successful, fast-growing company. Our hiring process involves a thorough review of applications by our Talent Acquisition team, and shortlisted candidates will be contacted for further discussions. Vertis is an Equal Opportunity Employer that values diversity and inclusion, and we are committed to building a team that embraces a wide range of perspectives, abilities, identities, and experiences. Your application is appreciated, and we look forward to potentially welcoming you to our team.,

Position Title: Sales Engineer Area Sales Manager Department : Sales and Marketing Location : Mumbai, Pune, Chennai, Gurgoan, Goa, Nagpur & Raipur Reports To : Regional Manager Key Performance Areas 1.Sales & Business Development of entire product range in the assigned territory area. Receivables Management Management Reporting on Sales Performance Key Responsibilities Strategic Prepare and secure approval of a Business Plan to achieve the Sales and Growth Targets Provide monthly quarterly annual sales forecasting Implement CRM reporting norms and ensure compliance Conduct Competitive analysis and provide regular updates Operational Responsible for achieving revenue against set sales target. Prepare and submit suitable offers and regularly follow up to convert them to orders Work closely with Distributors Dealers to ensure wider coverage and optimized efforts. Meet the Receivable goals by ensuring timely collection Extend technical support to team and distributors and to subordinates Periodically review distributor performance to check gaps in performance and seek reasons and actionable steps to close the gaps. Distributor network expansion to increase reach to customers Work closely with SBU heads to implement action plan Finalize and update client list regularly for region and add new customers to increase customer base Ensure highest service levels at Key Account and increase sales revenues year on year. Attend Pre- bid tender meetings, coordinate and assist sales coordinator for requirements for any tender documents. Ensure quick response to all sales leads from advertisements, exhibits, mailing and customer enquiries. Be update with product knowledge and conduct site surveys and product demos as necessary Coordinate with your manager on day to day basis for any administration issue or sales or delivery issue Prepare a travel plan and seek approval from your manager, to ensure complete coverage of the assigned territory and distributors Coordinate for exhibitions, seminars, road shows in the regions for the customers. Conduct customer or training seminars as per the requirement of regions with the help of BMD product specialist from HO. Ensure the confidentiality of the customer list, mailing lists and other sensitive company information. Administrative Development Plan and execute joint sales calls with Manager SBU Head Management Reporting Weekly Monthly MIS reporting as agreed with your manager Ensure compliance of CRM and ERP expectations Ensure weekly submission of sales call reports to your manager at the end of the week along with a visit plan for the following week Timely submission of expense reports Key Competencies required to perform the current role Qualification & Experience Education preferred BE/ BSc. With professional qualification MBA/ PGDBM. Experience in safety industry will be preferred Hands on working experience of more than 3 year with Contractors. Should have good knowledge of Distributors/geographical region. Must be computer literate Skills Demonstrated Sales track record Analytical and decision making skills Strong negotiation skills Effective communication and presentation skills Ability to work under pressure

We're hiring a tech-savvy BDM to drive CRM adoption across industries. You'll lead client discovery, demo automation features, deliver tailored solutions, and use CRM tools to manage pipelines, onboarding, and performance tracking.

About Us: Top SEO Masters is a strategic division of GeoShot Technologies (www.geoshott.com), a global leader in 3D visualization services since 2013. Backed by the financial strength and technological expertise of GeoShot, and further supported by our group company Vizent Solutions Pvt. Ltd. (www.vizent.co), we are uniquely positioned to scale rapidly and deliver high-impact SEO and digital marketing solutions. Our core strength lies in a multidisciplinary team a powerful blend of SEO strategists, data analysts, AI specialists, and digital marketers who combine deep marketing knowledge with cutting-edge technical capabilities to drive measurable and sustainable growth. Job Overview: We are seeking a proactive and enthusiastic Business Development Manager to join our SEO and Digital Marketing team. The primary responsibility of this role is to drive business growth by identifying new sales leads, building client relationships, and promoting our digital marketing services, including SEO, social media marketing, PPC, content marketing, and more. The ideal candidate should have a solid understanding of digital marketing trends, strong communication skills, and a passion for generating new business opportunities. This role bridges the gap between marketing strategy and client acquisition, playing a crucial role in expanding the agencies reach and revenue. You will work closely with the leadership and business development teams to guide planning, execution, and team alignment for digital growth. Role & responsibilities : Identify and pursue new business opportunities through outbound calls, LinkedIn outreach, email campaigns, networking, and other lead generation strategies. Understand client needs and develop tailored proposals for SEO, PPC, Social Media, and other digital marketing services. Prepare and deliver compelling presentations and pitches to potential clients. Collaborate with the marketing and technical teams to ensure proposals align with service capabilities. Manage and grow relationships with existing clients to identify upselling and cross-selling opportunities. Track and report business development activities and performance metrics using CRM tools. Meet monthly and quarterly sales targets. Preferred candidate profile Bachelors degree in Business, Marketing, or a related field. 3-7 years of experience in business development, sales, or client servicing in a digital marketing agency or related environment. Strong understanding of SEO, Google Ads, social media marketing, and related services. Proven track record of meeting or exceeding sales targets. Excellent communication, presentation, and negotiation skills. Strong networking abilities and a self-motivated approach to business growth. Experience with CRM software and lead generation tools is a plus. Job Location: Office Location: Gurugram Work from Office is required What We Offer: Opportunity to build and lead a new division within a fast-growing company. Competitive salary with performance incentives. Supportive and collaborative work environment. Opportunities for professional growth and development. To Apply: Please send your updated resume and a cover letter explaining why you are the ideal candidate for this position to our Email: ram@Vizent.co

Key Responsibilities: Identify and generate new business opportunities through various sales channels. Develop and maintain strong relationships with potential and existing clients to understand their needs and offer tailored solutions. Promote the benefits of our food testing services and the convenience of our sample pickup app to prospective customers. Onboard new customers onto our app, ensuring they are familiar with its features and understand how to schedule sample pickups. Meet or exceed monthly, quarterly, and annual sales targets and objectives. Work closely with proposal team to timely submit proposals. Maintain up-to-date knowledge of industry trends, competitor offerings, and regulatory changes to effectively position our services. Utilize Salesforce.com to manage leads, track sales activities, and maintain accurate records. Performance will be evaluated based on CRM data and sales metrics. Provide regular sales reports and updates to the Sales Manager through Salesforce.com. Attend industry events, trade shows, and conferences to represent the company and generate leads. Qualifications: Bachelors degree or above preferably in science. Additional qualification is sales or marketing desirable. Proven experience as a Sales Executive or in a similar sales role, preferably in the food testing, laboratory, or related industry. Strong understanding of the sales process and dynamics. Proficiency in using Salesforce.com and MS Office Suite. Oral and written communication skills. Ability to build and maintain strong client relationships. Self-motivated, goal-oriented, and able to work independently as well as part of a team. Willingness to travel extensively.

Primary Job Function Achieving assigned territory/ geography wise sales target Carrying out effective field work without direct day-to-day supervision Report field work in daily basis on assigned online system Meeting Call Average, Coverage, Frequency coverage Norms of assigned division Core Job Responsibilities Generate maximum prescriptions & increase market share Promote the Division s products as per strategy Relationship Building with the Stake holders (Doctors, Chemists, Stockiest etc) Facilitating Strategy building A good Brand Ambassador Minimum Education BSc/B. Pharma 3 +Yrs of experience. Minimum Experience/Training Required Candidate with prior/current experience in same therapy. Candidate from MNC and top Indian Pharma companies will have added advantage. Fluent and confident in communication

Dear Candidates, Greetings..!! Responsibilities: CRM system support, upgrades, and user management Data integrity, reporting, and dashboard creation (Power BI preferred) Integration with business applications, automation of CRM processes Collaborate with business teams to gather and translate requirements Provide training and maintain system documentation Skills Required: Salesforce / Dynamics 365 / CRM Nxt Power BI / Data Analytics API, CRM Integrations, and Automation tools Excellent communication and stakeholder management

Looking for a dynamic BDM to lead diamond sales across India, develop new markets, handle high-profile client meetings, and represent the company in national/international trade shows. Coordinate with internal teams for smooth delivery. Required Candidate profile Min. 8 yrs experience in diamond/jewelry sales, excellent communication & negotiation skills, market expansion capability, client management, and willingness to travel frequently.