Position Title: Sales Coordinator – Operations, CRM & Planning
Prepare weekly and monthly visit plans on mandate basis for field sales executives based on territory, customer priority, and business potential with support of respective sales person.
Ensure optimal route planning to maximize productivity and reduce travel inefficiencies
Allocate focus areas such as key accounts, new customer acquisition, and dormant client reactivation
Planning as per the seasons of sales.
Track daily field activities and ensure adherence to approved visit plans
Monitor number of visits, quality of meetings, and conversion funnel
Identify gaps in planned vs actual visits and take corrective actions with the sales team
Maintenance of Sales Calendars, Order, Pendency’s etc.
Report analysis of successful order conversion ratio as per the enquiry.
Review and analyse Daily Visit Reports and Daily Sales Reports (DSRs & DVRs) submitted by sales team
Evaluate:
Customer feedback and requirements
Connect with the customer to confirm whether they have received that GR’s, Materials, PO’s etc.
Highlight actionable insights to management for decision-making
Maintain accurate and structured data for analysis and reporting
Generate periodic MIS reports with actionable insights (not just data)
Track individual and team sales performance against targets
Analyse the lead and conversion ratios, order value trends, and customer-wise sales patterns
Identify underperforming areas and suggest corrective strategies
Work closely with Sales Manager to develop monthly and quarterly growth plans
Identify:
High-potential industries/customers
Cross-selling and up-selling opportunities
Market gaps and new business opportunities
Support in execution of strategic sales initiatives
Align with inventory and procurement team for stock planning based on sales pipeline
Coordinate with accounts for payment trends impacting sales
Support management with data-backed inputs for pricing and credit decisions
Maintain and update customer records, visit details, inquiries, quotations, orders, and communication history in the CRM system.
Conduct regular follow-ups with customers regarding quotations, pending orders, deliveries, and service requirements.
Coordinate with the Accounts team for outstanding payment follow-ups and ensure timely collection updates are communicated to the sales team.
Obtain and record customer feedback on product quality, service levels, delivery performance, and overall customer satisfaction.
Track customer complaints, concerns, and escalations, ensuring timely resolution through coordination with relevant departments.
Monitor dormant and inactive customers and initiate reactivation activities through the sales team.
Ensure CRM data accuracy, completeness, and timely updates by all field sales personnel.
Generate customer-wise reports on inquiries, conversions, repeat business, payment status, and feedback trends.
Support customer retention initiatives by identifying potential risks, service gaps, and improvement opportunities.
Maintain a structured database of key contacts, decision-makers, procurement teams, and technical stakeholders for future business development.
Effectiveness of sales visit planning and execution.
Improvement in sales team productivity (visits vs. conversions).
Quality and usefulness of sales analysis and MIS reports.
Contribution to revenue growth and customer expansion.
Accuracy and discipline of CRM data management.
Timely payment follow-up coordination and outstanding receivables monitoring.
Customer feedback collection, analysis, and closure of issues.
Customer retention and dormant customer reactivation.
Coordination efficiency between Sales, Accounts, Inventory, and Management teams.
Reporting accuracy and adherence to sales processes and timelines.
Interested candidates can directly connect with us over 798234335 or hr@btipl.in