Customer Relationship Management (CRM) refers to the strategies, tools, and technologies used by a company to manage and analyze customer interactions and data throughout the customer lifecycle. The goal of CRM is to improve business relationships, enhance customer retention, and drive sales growth. A CRM system helps streamline communication, centralize data, track customer interactions, automate marketing efforts, and support post-sale engagement and service delivery. It plays a crucial role in customer satisfaction, loyalty, and overall business performance.
CRM Executive/Manager – Roles and Responsibilities
1. Customer Data Management
Maintain accurate and up-to-date customer records in the CRM system.
Segment customer data based on behavior, interests, or purchase history.
Ensure data privacy and compliance with regulatory standards.
2. Customer Interaction & Relationship Building
Communicate with customers through email, phone, WhatsApp, or CRM-enabled platforms.
Follow up with leads and clients to nurture relationships and ensure service satisfaction.
Handle customer queries, feedback, and complaints with a solution-oriented approach.
3. Sales & Lead Coordination
Assign leads to the appropriate sales team members and track lead conversion.
Monitor lead status and update the CRM system accordingly.
Generate reports on lead performance, response time, and closure rates.
4. Marketing Automation Support
Collaborate with the marketing team to execute SMS, email, and WhatsApp campaigns.
Track customer engagement metrics and analyze campaign effectiveness.
Use CRM tools to personalize communication and improve engagement.
5. Reporting & Analytics
Prepare weekly/monthly reports on customer interactions, lead flow, and conversion.
Analyze customer behavior and trends to support strategic planning.
Share performance insights with the sales and management teams.
6. System Administration & Improvements
Ensure smooth operation and usage of the CRM software by all users.
Train new staff on CRM usage and best practices.
Identify system improvements or automation opportunities to enhance productivity.
Ideal Skills & Qualifications
Strong communication and interpersonal skills.
Experience in handling CRM software .
Basic understanding of sales pipelines and customer lifecycles.
Analytical mindset with attention to detail.
Ability to multitask and coordinate with cross-functional teams.
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