MIS | CRM Team Lead

G Square Housing

5 - 10 years

4 - 7 Lacs

chennai

Posted:1 day ago| Platform:

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Skills Required

mis reporting salesforce reports sales report crm data management data analysis data visualization collection report dashboarding data analytics data reporting salesforce crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:-

To manage and analyze CRM data, ensuring accurate reporting of leads, sales performance, and customer engagement. The role supports management by delivering timely MIS reports and actionable insights from the CRM system.

Key Responsibilities:

Extract, analyze, and maintain data from the CRM system (Salesforce, Zoho, LeadSquared, etc.).
Generate daily, weekly, and monthly MIS reports for lead flow, conversion ratios, and sales team performance.
Ensure CRM data accuracy, completeness, and timely updates across all stages of the sales funnel.
Track campaign performance, customer interactions, and follow-up effectiveness through CRM dashboards.
Design and automate reports using Excel, Google Sheets, or BI tools (Power BI / Tableau preferred).
Identify data trends and provide insights to improve sales productivity and conversion rates.
Coordinate with sales and marketing teams for CRM hygiene and data validation.
Support management with ad-hoc analysis and presentations related to CRM data.

Qualifications:

Graduate / Postgraduate in Business Administration, Computer Science, or related field.
Min 5 years of experience in MIS or CRM Reporting roles (Real Estate experience preferred).

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