Presales Executive
Swegon Blue Box Private limited
Total years of experience :19 years, 1 Months
• Utilize SAP to create enquiries and quotations through VA11 and VA21 and to create and amend sales orders through VA01.
• Provide technical support to the sales team in product selection and cost estimation.
• Coordinate with regional managers to update SAP with overdue live project data.
• Resolve SAP-related location issues to ensure accurate data.
• Conduct end-user training on process changes to promote understanding and adherence to policies.
• Analyses data to identify areas for improvement and contribute to process improvement initiatives.
• Maintain open communication with the sales team and other departments to ensure work alignment and facilitate problem-solving.
• Prepare weekly and monthly sales reports to track performance and identify trends.
• Generate monthly branch MIS for sales, interactive sales dashboard in Excel, analytical reports to provide valuable and relevant business insights to management.
• Hands-on expertise of Power BI to build interactive and visually appealing dashboards and reports, analysis & presentation of data through interactive reports that helps in decision-making.
• To clean and transform data using Power BI’s Query Editor to prepare ETL processes to optimize reporting datasets.
• To develop visual reports, key performance indicators (KPI) scorecards, and dashboards using Power BI desktop.
• To create relationships between data and develop tabular and other multidimensional data models.
• To build measures and calculate columns using DAX.
• Communicate seamlessly with the sales team and clients to ensure a clear understanding of their needs and expectations.
• Prepares cost estimates, technical proposals, and follow-up for PO post submission of quotations.
• Facilitate communication between sales teams and other departments to address inquiries and resolve issues.
• To check payment received and transaction details through system and update the finance team about the same.
• Utilize sales support tools and software to enhance efficiency, such as CRM systems.
• Prepares weekly and monthly MIS reports, monthly performance analysis, regular dashboards.
• Maintain and update sales databases, track performance metrics (KPI), and generate dashboard to aid decision-making in Excel.
• Coordinating with different business units for the data and checking its accuracy.
• Provide training and support to sales team members on CRM systems, processes, and best practices.
• Utilize SAP SD (Transaction Codes: VA11, VA21) to create inquiries, quotations.
• Utilize SAP SD transaction codes (VA01, VL01N, VF01) for efficient order processing, delivery management, and invoicing.
• Conduct User Acceptance Testing (UAT) for SAP SD, FI modules to ensure system functionality and alignment with business requirements.
• Provided end-user support and guidance in SAP PS, SD, MM, and FI modules.
• Troubleshoot issues, resolve user queries, and ensure optimal system utilization.
• Led SAP User Acceptance Testing (UAT) activities, including test case preparation, execution, and defect management, collaborating with key stakeholders to validate system changes and enhancements.
• Played a key role as SAP end User support specialist in project initiation, planning, cost planning, procurement, result analysis, settlement, customer billing, and project closing.
• Utilized SAP PS transaction codes (CJ20N, CJ40, CJ30) for creating and maintaining project structures, allocating budgets, and assigning planned costs.
• Collaborated with the SAP SD module for creating and updating customer master data (XD01/BP) and sales contracts.
• Collaborated with the SAP SD module for sales order creation (VA01) and monitoring project-related deliveries (VL01N) and invoicing (VF01).
• Integrated SAP MM for procurement activities, including purchase requisition creation and purchase order (ME51N, ME21N) and goods receipt (MIGO).
• Collaborated with SAP FI for invoice verification (MIRO) and monitoring financial postings related to projects.
• Managed SAP user access, creating credentials and assigning T-code authorization.
• Updated roles based on module changes and monitored risk through GRC system.
• Maintained price approval processes in SAP GRC and blocked IDs of separated employees.
• Generated ad-hoc GRC reports, collaborated for data security, and resolved integration issues.
• Played key role in SAP rollouts, provided post-rollout support, and managed CRM logins.
• Developed reports for sales performance tracking and conducted user account reviews.
• Prepared Sales Dashboard reports in Excel (CRM Sales & SAP), analysing branch performance and providing valuable insights, while collaborating with cross-functional teams to streamline processes and improve procurement efficiency.
• Prepared MIS reports and executed ad-hoc reports in Excel for strategic insights.
• Managed day-to-day operations of the store, including inventory control, stock replenishment.
• Implemented efficient inventory management systems to minimize stock discrepancies and losses.
• Ensured compliance with company policies and procedures regarding store cleanliness, safety, and security.
• Managed end-to-end Procure-to-Pay (P2P) processes for accurate procurement and timely payments, utilizing SAP Tcodes such as ME51N, ME21N, VLO1N, STO, STN and MIGO process.
• Conducted thorough Invoice Verification using MIRO and processed invoices with Tcodes like FB60, FB01, F110, and FBL1N to ensure accuracy and resolve discrepancies promptly.
• Utilized SAP Tcodes such as F-28, F-32, and FBL5N to process incoming payments, clear open items, and track customer transactions in Accounts Receivable.
• Played a key role in month-end and year-end closing activities using relevant SAP Tcodes.
• Prepared MIS reports in Excel, analyzing store performance and providing valuable insights, while collaborating with cross-functional teams to streamline processes and improve procurement efficiency.
• Coordinated and supported the sales team in managing customer accounts, order processing, cold calling initiatives, and overall sales operations.
• Acted as a liaison between the sales team, customers, and other internal departments to ensure smooth communication and efficient order fulfilment.
• Managed the end-to-end sales order process, including order entry, order confirmation, and tracking shipments to ensure timely delivery.
• Conducted proactive cold calling campaigns to identify potential leads, nurture relationships, and generate new business opportunities.
• Utilized CRM sales portal to maintain accurate and up-to-date customer records, track sales activities, and generate reports.
• Assisted in the preparation of sales proposals, quotations, ensuring accuracy and alignment with customer requirements.
• Implemented and executed customer retention strategies, including follow-up calls, relationship-building initiatives, and personalized communications.
• Managed Annual Maintenance Contracts (AMCs) by coordinating contract renewals, communicating with clients, and ensuring contractual obligations were met.
• Prepared weekly and monthly MIS reports in Excel, track sales performance and providing valuable insights.
• Handled general office tasks, such as data entry, photocopying, and filing.
• Coordinated and scheduled appointments for sales representatives and service technicians, optimizing workflow.
• Provided support to the sales team by preparing sales reports and maintaining customer databases.
• Maintained accurate and organized filing systems for customer records, invoices, and dealership documents.
• Coordinated with vendors for office supplies and services.