CRM/ERP System Coordinator

Note: This role is not for FRESHERS - Only persons with online & offline Coordination Skills and experience shall apply.

Key Responsibilities:

1. CRM/ERP Frontend Management

• Manage and monitor daily operations within the CRM/ERP system.
• Oversee the entry, tracking, and updating of leads, RFQs, sales orders, purchase orders, and delivery schedules.
• Ensure data accuracy and integrity across all modules (Sales, Procurement, Inventory, and Delivery).
• Configure and optimize dashboard views for efficient access to task and order progress.

2. Coordination & Communication

• Assign incoming RFQs and leads to appropriate teams (Sales, Purchase, Operations).
• Follow up with responsible departments to ensure quotations, purchase orders, and delivery tasks are completed within timelines.
• Coordinate between departments (Sales, Supply Chain, Inventory, and Accounts) to ensure uninterrupted workflow.
• Escalate any unresolved delays, discrepancies, or communication gaps to senior management.

3. Reporting & Documentation

• Prepare and submit daily and weekly progress reports on RFQ status, lead conversion, sales performance, and order fulfillment.
• Maintain logs of follow-ups, pending actions, and completed tasks for review by management.
• Generate periodic CRM/ERP analytics reports highlighting efficiency, turnaround time, and areas of improvement.

4. System Support & Process Improvement

• Collaborate with IT or ERP support teams to resolve system issues and ensure module functionality.
• Identify process bottlenecks and suggest workflow improvements within the CRM/ERP system.
• Train and support new users in proper CRM/ERP usage and data entry protocols.

5. Compliance & Quality Control

• Ensure that all CRM/ERP data entries follow company standards and naming conventions.
• Maintain confidentiality of client, supplier, and order information.
• Ensure compliance with company data-protection and reporting policies.

6. Performance Indicators (KPIs):

• Timeliness in assigning and following up on RFQs and leads.
• Accuracy and completeness of CRM/ERP data entries.
• Reduction in internal follow-up delays.
• Efficiency of weekly reporting and responsiveness to management queries.
• Improvement in team coordination and workflow efficiency.

Required Skills & Qualifications:

• Bachelor’s/Master's degree in Business Administration, Information Systems, or related field.
• Proven experience (2–4 years) in CRM/ERP operations, coordination, or system administration.
• Familiarity with CRM/ERP systems such as Zoho, SAP, Odoo, or Oracle NetSuite.
• Strong communication and coordination skills.
• Proficiency in MS Excel, reporting tools, and CRM dashboards.
• Detail-oriented with strong problem-solving and follow-up skills.
• Ability to manage multiple tasks simultaneously under tight timelines.

Job Types: Full-time, Contractual / Temporary
Contract length: 24 months

Pay: ₹24,000.00 - ₹28,000.00 per month

Ability to commute/relocate:

• Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (Required)

Education:

• Master's (Required)

Experience:

• Project coordination: 1 year (Required)
• CRM software: 1 year (Required)
• Communication skills: 2 years (Required)

Language:

• English (Required)

Location:

• Hyderabad, Telangana (Required)