Back Office And Sales Executive

Sona Extrusion Pvt.ltd; Navsari; On-site; INR 350,000 - 500,000; Full time

Job summary

Sona Extrusion Pvt.ltd seeks a proactive Sales Support professional to manage lead capture, qualification and end-to-end order coordination. You will log inquiries from multiple channels into CRM, qualify leads using BANT, coordinate quotations, and keep customers informed through timely updates and follow-ups.

You will also plan field visits, coordinate with Production and PPC, and maintain accurate CRM dashboards for weekly reviews.

Qualifications

• Record every enquiry received via phone, email, website, India MART/B2B portals, trade shows and field executives in CRM within 4 working hours.
• Qualify enquiries using BANT checklist (Budget, Authority, Need, Timeline).
• Collect complete technical details (size, alloy, lacquer, print colors, cap type, latex, artwork).
• Allocate qualified leads to the right Sales Executive / Area Sales Manager the same day.

Responsibilities

• Lead & Enquiry Capture: Record enquiries in CRM within 4 working hours and capture source, customer details, product, application, quantity and target date.
• Qualification & Allocation: Qualify with BANT and allocate qualified leads the same day.
• Quotation Coordination: Send enquiry details to Estimation & Pricing, track quotation against TAT, ensure timely delivery and maintain enquiry/quotation registers.
• Customer Follow-up: Follow up on open enquiries, quotations and samples per cadence, log conversations and next actions, record loss reasons.
• Customer Communication: Respond to emails and calls within 4 working hours; handle enquiries, prices, samples, documents and order status; send acknowledgements and delivery details.
• Field Sales Visit Planning: Prepare weekly visit plans, fix appointments and share visit schedules; update visit reports within 24 hours of each visit.
• Order Coordination with Production & PPC: Hand over confirmed orders with specs and artwork, track status daily and alert on delays or changes.
• CRM & Sales Reporting: Maintain CRM data; prepare daily enquiry report, weekly pipeline/follow-up, and visit plan vs actual reports.

Job description

Key Roles & Responsibilities

Lead & Enquiry Capture

• Record every enquiry received via phone, email, website, India MART/B2B portals, trade shows and field executives in CRM within 4 working hours.
• Capture lead source, customer details, product (aluminum tube, laminated tube, container, bottle), application, quantity and target date.

Qualification & Allocation

• Qualify enquiries using BANT checklist (Budget, Authority, Need, Timeline).
• Collect complete technical details (size, alloy, lacquer, print colors, cap type, latex, artwork).
• Allocate qualified leads to the right Sales Executive / Area Sales Manager the same day.

Quotation Coordination

• Send complete enquiry details to Estimation & Pricing team.
• Track quotation preparation against TAT.
• Review quotation for completeness and ensure timely delivery to customer.
• Maintain enquiry and quotation register with status and value.

Customer Follow-up

• Follow up on every open enquiry, quotation and sample as per cadence (Day 2, 7, 15, 30) via phone and email.
• Log every conversation and next action in CRM.
• Record loss reason for every lost enquiry.

Customer Communication

• Respond to customer emails and calls within 4 working hours.
• Handle queries related to enquiries, prices, samples, documents and order status.
• Send order acknowledgements, delivery updates, dispatch details and payment reminders in standard formats.

Field Sales Visit Planning

• Prepare weekly visit plan for Sales Executives based on hot leads, open quotations, key accounts and overdue payments.
• Fix customer appointments and share visit schedules.
• Collect and update visit reports in CRM within 24 hours of each visit.

Order Coordination with Production & PPC

• Hand over confirmed orders to PPC with complete specifications, approved artwork and delivery date.
• Obtain delivery commitment and track order status daily through production, QC and dispatch.
• Alert customers and Sales team early in case of any delay or change.

CRM & Sales Reporting

• Maintain complete and accurate CRM data.
• Prepare daily enquiry report, weekly pipeline & follow-up report, visit plan vs actual, and pending order status for weekly sales review.