Prepare accurate quotations in Vtiger CRM based on customer and project requirements.
Update pricing, discounts and product details regularly in Vtiger.
Maintain a structured quotation pipeline in the CRM.
Convert approved quotations to Sales Orders within Vtiger.
Validate material details, item codes, quantities, pricing and taxes.
Ensure all approvals are recorded and documented in the CRM.
Track sales orders until material dispatch and installation completion.
Coordinate with warehouse for stock availability, dispatch planning and delivery.
Communicate with Accounts for advance payments, invoices, GST documents, and credit notes.
Maintain quotation, SO and customer records in Vtiger CRM.
Generate daily sales reports directly from Vtiger.
Ensure billing documents, e-way bills and invoices are completed accurately.
Maintain Excel trackers for additional reporting if required.
Support sales executives with project follow-ups and material movement updates.
Ensure timely updates to clients on order status and delivery plans.
Follow SOPs for quotation and order workflow in Vtiger CRM.
Ensure accuracy, confidentiality and data integrity at all times.
Minimum 6 years' experience in Sales Coordination, Quotation Handling, or Sales Order Management.
Mandatory: Hands-on experience with Vtiger CRM software.
Strong knowledge of the sales order in building materials/interior/flooring industry (preferred).
Proficient in MS Excel, documentation, email communication.
Excellent coordination and follow-up skills.
Ability to manage multiple orders and work under deadlines with accuracy.
Salary will be Rs. 30,000 to 33,000per month
Job Type: Full-time
Pay: ?30,000.00 - ?33,000.00 per month
Work Location: In person
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