Sales Coordinator

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:

• Master’s degree in Marketing or related discipline.
• 0-3 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.