Role Purpose: Drive the lead management process in CRM to streamline the lead generation, prioritize and assigning leads to sales team, and setting up a regular cadence to track and monitor the sales pipeline.
Requirements /Qualifications:
The analyst will perform the following tasks
Daily -

1.Validate new account creation requests from the team with market intelligence tools and data bases .
2.Monitor and assign leads received in the CRM portal to relevant team members. Tagging team members to projects depending on project stage (e.g. Technical Service Engineers (TSE) during Mock-up Stage)
3.Track and follow-up with team members – Sales, Specifications, and TSEs on the assigned leads.
4.Extract the pipeline report from the CRM and share with key stakeholders for their daily, weekly and monthly review discussions
And whenever required
5.Call customers/project stakeholders to get a first-hand view of the stage of the project. Speak with agencies to augment and streamline the volume and quality of leads
6.Gather feedback and recommend CRM enhancements to make the pipeline more granular and actionable
For the above tasks he/she should have
Understanding of B2B/Institutional sales processes (preferable)
Experience in a CRM implementation or practice environment.
Educational Qualification: Science or Diploma/Engineer graduate. MBA would be preferable.
Must have skill sets
a. Technical skills
1.CRM software proficiency: Expertise with platforms such as Salesforce, or Microsoft Dynamics.
2.Data management: Skills in organizing and maintaining customer data accuracy across systems.
b. Analytical and problem-solving skills
1.Problem-solving: Skill in identifying issues and developing creative solutions to address business challenges.
c. Communication and interpersonal skills
1.Communication: Clear verbal, written, and listening skills are essential for communicating finding and insights to relevant stakeholders.
2.Collaboration: Ability to work effectively with cross-functional teams.
3.Customer-centric mindset: A focus on customer needs to build loyalty and improve the customer experience.
4.Emotional intelligence: Understanding and managing emotions to build rapport and resolve issues effectively.
d. Project management and organization skills
1.Organization: Balancing multiple tasks and deadlines effectively.
Good to have skill sets
a. Technical skills
-Data analysis: Ability to interpret complex data, identify trends, and create reports using tools like Power BI and Excel.
b. Analytical and problem-solving skills
-Analytical reasoning: Ability to turn data into actionable business insights and optimize customer journeys.
-Business acumen: Understanding how to align CRM strategies with business goals.
c. Project management and organization skills
-Project management: Coordinating projects, timelines, and cross-functional teams.
-Adaptability: The ability to adapt to evolving technologies and changing customer needs.
Years / Type of experience: Total 5 - 7 years of experience with 3 – 4 years in implementing or practicing in a CRM/Data Management environment with hands-on working on MS Office Suite.