Sales Coordinator

Job Description

Job Summary: We are looking for a detail-driven and tech-savvy Sales Coordinator to streamline sales operations using CRM software. This role involves managing field force tracking, verifying beat plans, coordinating TA/DA, and supporting event-based activities like exhibitions. You will ensure data accuracy, compliance, and seamless coordination across the sales function. Key Responsibilities: CRM & Sales Activity Management Maintain and update records of leads, customers, and sales activities in the CRM. Monitor daily check-in/check-out status of field sales employees using GPS-enabled CRM tools. Ensure proper logging of visits and meetings aligned with the approved beat plans. Generate and share daily/weekly reports on sales team movement and performance. Beat Plan & Field Force Tracking Review and validate beat plans submitted by sales staff across regions. Compare beat plans with real-time check-in data to identify gaps and anomalies. Coordinate with regional managers to optimize market coverage and sales frequency. TA/DA Coordination Verify travel and daily allowance (TA/DA) claims using CRM data, including visit logs and locations. Prepare consolidated reports for HR/accounts to process monthly reimbursements. Ensure timely documentation and flag irregularities in claims. Event & Exhibition Management Create events and activity schedules (e.g., exhibitions, dealer meets) in the CRM. Coordinate with the marketing and sales teams for participation and lead capture. Monitor post-event follow-up and lead conversion tracking. Reporting & Communication Compile actionable reports and dashboards on team performance, productivity, and sales KPIs. Support cross-functional coordination between sales, HR, accounts, and marketing. Act as a support point for sales team members regarding CRM access and functionality. Qualifications: Bachelors degree in Business Administration, Sales, or related discipline. 2–4 years of experience in sales coordination, CRM operations, or sales backend support. Proficiency in CRM tools (Salesforce, Zoho, LeadSquared, or similar). Solid understanding of sales processes, beat planning, and field force management. Strong Excel and report-generation skills.