2 - 5 years
3 - 12 Lacs
Posted:11 hours ago
Job Summary
The CRM Executive will serve as the primary point of contact for assigned dealers, ensuring seamless order management from order receipt through dispatch and payment follow-up. The role involves close coordination with the Sales, Dispatch, Production, Accounts, and Logistics teams to provide timely customer service and maintain strong dealer relationships.
Key Responsibilities
Lead Management & Follow-up
· Receive, record, and assign incoming leads to the concerned sales team members.
· Conduct timely follow-ups with prospects to qualify leads and ensure prompt response.
· Track lead progress and ensure all enquiries are attended to within defined timelines.
· Maintain an updated sales pipeline and follow-up tracker in the CRM system.
Sales Coordination
· Coordinate with the sales team on enquiries, quotations, customer requirements, and order status.
· Follow up with sales representatives for lead updates, customer feedback, and closure status.
· Assist the sales team in preparing quotations, sales documents, and customer communications.
· Ensure smooth coordination between Sales, Production, Dispatch, and Accounts for timely execution of customer orders.
Dealer Relationship Management
· Build and maintain strong relationships with assigned dealers and distributors.
· Act as the first point of contact for dealer inquiries, order status, and support.
· Ensure prompt resolution of dealer concerns by coordinating with internal departments.
Order Management
· Receive purchase orders from dealers through calls, emails, WhatsApp.
· Verify order details, pricing, product specifications, and availability before processing.
· Coordinate with the Sales Team regarding order confirmations and any order amendments.
Dispatch Coordination
· Coordinate with the Dispatch teams to ensure timely order execution.
· Monitor dispatch schedules and ensure deliveries are completed as per committed timelines.
· Keep dealers informed about dispatch status, transport details, and expected delivery dates.
· Resolve dispatch-related issues through effective coordination with internal teams.
Payment Follow-up
· Coordinate with the Accounts team regarding outstanding receivables.
· Follow up with dealers for timely payments as per agreed credit terms.
· Maintain records of payment commitments and update the management regularly.
· Support the Sales Team in improving collection efficiency.
Customer Service & Issue Resolution
· Handle dealer complaints related to order processing, dispatch delays, shortages, damages, or documentation.
· Coordinate internally to resolve customer issues within the defined turnaround time.
· Ensure a high level of customer satisfaction through proactive communication.
Documentation & Reporting
· Maintain accurate records of customer interactions, orders, dispatches, and payment follow-ups.
· Prepare daily and weekly reports on order status, dispatch performance, pending orders, and collections.
· Maintain customer databases and ensure information is updated regularly.
Cross-Functional Coordination
· Liaise with Sales, Production, Dispatch, Logistics, and Accounts teams to ensure smooth order execution.
· Escalate critical issues to management for timely resolution.
· Support process improvements to enhance customer experience and operational efficiency.
Required Qualifications
Key Competencies
Pay: ₹30,000.00 - ₹100,000.00 per month
Benefits:
Work Location: In person
Free courses, interview questions and practice for each skill.
Full Time
Stone Hill Ply Industries Ltd.
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