The CRM Coordinator will be primarily responsible for most of the day-to-day operations of the CRM related activities.

General qualities we are seeking:

·       Strong interpersonal skills: can communicate effectively, possess strong writing skills, etc.

·       Highly organized: excellent problem solver, strong attention to detail and ability to prioritize and multi-task.

·       Resourcefulness: Figuring out how to and then actually getting the job done every time without fail.

·       Creative: Following and promoting creativity in CRM & Power BI

• The position of Sales / CRM coordinator is required to assist global sales team and help them to manage / record their sales activities in Microsoft Dynamics CRM as well as follow-up for daily sales activities.
• Generates a Lead / opportunity in CRM from the information (or RFQ) shared by Sales Teams.
• Generates a proposal number to be used for proposal identification and documentation.
• Updates proposal / quote in the CRM and updates the bid value along with man hours estimated for execution of work.
• Maintains revisions of proposals in the CRM database sent by the SC team.
• Prepares Order in the CRM when any PO/Contract is received.
• Ensures that the Order Initiation & Order Revision Checklist has been followed.
• Obtains status updates of sales leads and opportunities on Monthly basis to update CRM.
• Supports project teams in opening project in Microsoft Axapta for initiating procurement.
• Coordinate sales team to create sales leads, opportunities, quotes and orders with mandatory / minimum data entry requirements.
• Liaison between sales team and solution center department for timely proposal making.
• Ability to understand sales/financial reports.
• Liaison between Sales and Operations Management to resolve queries related to financial numbers in CRM after sales handover meeting.
• Conduct training on CRM Tool for new sales team members / existing members.
• Manage data syncing between CRM and Power BI Dashboards etc.
• Ensure the compliance of INTECH relevant polices / procedures.
• Ensure the adequacy and accuracy of CRM data.