1. Preferred Candidate Profile
We are looking for a Sales Coordinator who is organized, proactive and disciplined in following up on sales enquiries and internal tasks. The ideal candidate should be comfortable working with CRM systems, communicating with prospective clients, and coordinating with multiple internal departments.
Skills & Qualifications
- Good working knowledge of computers and MS Office/Google Workspace.
- Prior experience working with CRM systems, sales portals or lead-management platforms is preferred.
- Prior experience in sales coordination, sales support, telecalling, lead management or CRM-related roles will be preferred.
- Good communication and interpersonal skills.
- Strong follow-up and coordination skills.
- Good organizational skills and attention to detail.
- Ability to maintain accurate records and work with data.
- Ability to communicate professionally with prospective clients.
- Ability to coordinate effectively with multiple internal departments.
- Comfortable making regular follow-up calls and communicating through email and WhatsApp.
- Knowledge of Tally is an added advantage.
Key Attributes
- Strong follow-up discipline
- Good communication skills
- Ownership of tasks
- Attention to detail
- CRM discipline
- Persistence in following up on pending enquiries
- Ability to prioritize and manage multiple enquiries simultaneously
- Ability to coordinate effectively across departments
- A proactive approach to identifying and following up on pending actions
Most importantly, the candidate should be someone who ensures that no sales enquiry falls through the cracks.
2. Role and Responsibilities
The Sales Coordinator will support the sales team by managing inbound enquiries, coordinating with prospective clients and internal teams, and ensuring that every sales enquiry is properly tracked from the initial enquiry through to closure.
A. Lead & Enquiry Management
- Monitor IndiaMART, Justdial and other enquiry-generation platforms for new leads.
- Capture and record all relevant enquiry details accurately.
- Enter new enquiries into the company's CRM system promptly.
- Assign and communicate enquiries to the appropriate sales team member.
- Ensure that no enquiry is missed, ignored or left without a defined next action.
- Maintain accurate and up-to-date lead and customer information in the CRM.
B. Lead Follow-up & CRM Management
- Track every enquiry from initial receipt through to final closure.
- Regularly follow up with sales team members regarding the status of assigned enquiries.
- Update the CRM with enquiry status, discussions, quotations, follow-ups, site visits, orders and other relevant developments.
- Maintain clear records of pending follow-ups and bring overdue actions to the attention of the concerned salesperson.
- Ensure that every enquiry ultimately has a defined outcome, such as Ongoing, Won, Lost, Closed or On Hold.
- Prepare basic sales and lead-status reports from the CRM for management review.
C. Customer Coordination
- Communicate with prospective clients regarding their initial requirements.
- Provide basic information about the organization and its products/services.
- Coordinate with the Sales, Marketing and Service Teams to provide clients with the required information.
- Arrange site visits or meetings between prospective clients and the relevant sales/service personnel.
- Maintain professional and timely communication with prospective and existing customers.
D. Sales Support
- Assist the sales team in preparing and sending quotations, proposals, presentations and other sales documents.
- Follow up with clients regarding quotations and proposals.
- Track the status of quotations and Purchase Orders.
- Follow up with clients for Purchase Orders, advance payments and pending payments, wherever required.
- Coordinate internally to ensure that confirmed orders move smoothly to the next stage.
E. Order & Installation Coordination
- Coordinate with the Purchase and Service Teams regarding material availability, ordering and installation requirements.
- Follow up on order processing and expected delivery/installation timelines.
- Coordinate with the Service Team regarding installation schedules.
- After completion of installation, ensure that relevant documentation and billing/payment follow-up is completed.
- Track outstanding activities until the sales/order cycle is fully completed.
F. Sales Administration & Reporting
- Maintain accurate customer, enquiry, quotation and order records.
- Assist in preparing periodic sales and enquiry reports.
- Maintain relevant sales documentation and records.
- Support the sales team in keeping product information, presentations, brochures and other sales material updated.
- Monitor pending enquiries, quotations, orders and payments and highlight delays to the concerned team members or management.