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EcoG Products

Posted 10 Jul 2026

CRM Executive

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Employment
Full time
Posted
10 Jul 2026

About the role

Job Description (JD) – CRM Executive


Position: CRM Executive
Department: Sales / Customer Relationship Management
Location: Coimbatore, Tamil Nadu
Employment Type: Full-Time
Experience: 2+ Years
Incentives: Performance-based incentives as per company policy


About the Role

We are looking for a proactive and customer-focused CRM Executive to manage customer relationships, coordinate sales activities, maintain CRM records, and ensure timely follow-up on leads and quotations. The ideal candidate should possess excellent communication skills, strong organizational abilities, and hands-on experience using CRM software to support the sales process.

Key Responsibilities
  • Build and maintain strong relationships with prospective and existing customers.
  • Handle customer enquiries via phone, email, and WhatsApp with prompt, professional responses.
  • Maintain regular communication with customers throughout the sales cycle.
  • Manage inbound and outbound sales leads effectively.
  • Assign, update, track, and follow up on leads using the CRM system.
  • Ensure all qualified leads are attended to and followed through to closure.
  • Coordinate with the sales team to understand and fulfill customer requirements.
  • Prepare, send, and follow up on quotations.
  • Schedule product demonstrations, customer meetings, and machine trials.
  • Support the sales team in converting leads into confirmed orders.
  • Maintain accurate customer, lead, and sales data in the CRM.
  • Update customer interactions, quotations, follow-ups, and deal stages regularly.
  • Generate daily, weekly, and monthly CRM and sales performance reports.
  • Ensure CRM data accuracy, completeness, and quality.
  • Address customer concerns professionally and coordinate with internal teams for timely resolution.
  • Deliver a positive customer experience throughout the customer journey.
  • Maintain daily activity, sales pipeline, and follow-up reports.
  • Track customer conversions, pending opportunities, and sales progress.
  • Provide management with regular CRM performance and sales status updates.




RequirementsRequired Qualifications
  • Bachelor's degree in Business Administration, Commerce, Marketing, or a related field.
  • Minimum 2 years of experience in CRM, Inside Sales, Sales Coordination, or Customer Service.
CRM Knowledge
  • Experience with Zoho CRM, Zoho Bigin, Salesforce, HubSpot, or any similar CRM software.
Technical Skills
  • CRM and lead management
  • Customer follow-up and communication
  • Quotation management
  • Microsoft Excel and Word
  • Email handling
  • Basic computer skills
  • Data entry and documentation
Required Skills
  • Good communication skills
  • Customer handling and relationship management
  • Sales coordination
  • Strong follow-up skills
  • Time management
  • Problem-solving
  • Teamwork
  • Attention to detail
  • Ability to handle multiple customers
Language Requirements
  • Required: English, Tamil, Hindi
  • Preferred: Malayalam


BenefitsWhy Join Us?
  • Career Growth Opportunities
  • Performance-Based Incentives
  • Professional Work Environment
  • Hands-on Experience with Leading CRM Platforms
  • Continuous Learning & Development
  • Opportunity to Work with a Dynamic Sales Team


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