Customer Relationship Management Manager

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  Verify the accuracy of client data and regularly clean the CRM database to avoid duplication or outdated information.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.