Deputy Manager CRM

Key Responsibilities

1. CRM & Lead Management

• Monitor and update all leads in the CRM platform (e.g., Zoho, HubSpot, Salesforce, etc.) in real time.
• Track lead status from initial inquiry to closure, ensuring proper documentation of every interaction.
• Set up automated reminders/follow-ups for the presales and sales teams.
• Generate daily, weekly, and monthly CRM reports on lead flow, conversions, and response times.

2. Presales Support

• Work closely with the Presales team to ensure accurate and timely preparation of client proposals and presentations.
• Validate client requirements before passing them to the internal quotation and design teams.
• Maintain a centralized repository of proposals, quotes, and design files for easy reference.

3. Internal Quotation & Design Team Coordination

• Liaise between Sales, Design, and Estimation/Quotation teams to ensure accurate and prompt delivery of proposals.
• Track the status of all quotations and design submissions to meet deadlines.
• Flag any bottlenecks or delays and escalate to management for resolution.

4. Data & Process Optimization

• Ensure data integrity within the CRM by conducting regular audits and clean-ups.
• Identify gaps in the presales process and recommend improvements for faster turnaround times.
• Provide insights on lead performance and campaign effectiveness to management.

Key Skills & Competencies

• Strong knowledge of CRM platforms (Zoho, HubSpot, Salesforce, or similar).
• Excellent communication, coordination, and multitasking skills.
• Strong analytical abilities with a focus on data accuracy and reporting.
• Ability to work cross-functionally and meet tight deadlines.
• Proficiency in MS Excel/Google Sheets for reporting.