Operation CRM System
UPTURN Real Estate Development
Total years of experience :15 years, 5 Months
• Responsible for everything related to the (E Profit CRM + Sales Stage CRM) software provider to solve user’s problems
• Responsible for establishing a database for the company on the CRM System.
• Record, updating and follow-up of the company's CRM Database to maintain and ensure smooth work flow.
• Open and maintain new accounts for sales consultants as per company policy.
• Extract data from CRM system (daily, monthly, quarterly and yearly) to support efficiently the operations for the Sales and Marketing departments through effective reporting.
• Follow up, extract and assigning sales leads to sales team.
• Provide support for sales activities by creating reports on lead conversion rates.
• Responsible for creating contracts for Brokerage Companies and keeping them in the company's documents.
• CIL Data Entry for all sales team along with the brokers information.
• Report and follow up on Leads numbers, source and efficiency.
• Enter and follow up on the contracts' information and process.
• Update the reserved and sell units to update the projects price list periodically.
• Update payment plans and NPVs on the system as per requested and approved.
• Conduct meetings with the direct manager to discuss the goals and results achieved and solve all
CRM requests to ensure smooth work flow.
• Train and develop Over 100 users in different department on the best practices and how to use the CRM for making their processes and way of working more efficient.
• Assess business users regarding their understanding for the delivered training.
• Investigate and resolve the CRM issues.
• Propose different business solutions to select the best fit by the business user.
• Support and Handle the majority of CRM questions, requests, and incidents from users and assist.
• Perform Advanced testing on the requests and issues related to the CRM system applications and follow up with the team.
• Any other requests to be performed on the CRM system.
• Responsible for creating a complete archive containing (Sold unit contracts - Brokerage Contracts - Price Lists).
● Responsible for everything related to the CRM Program
● Responsible for all Developer Companies Contracts.
● Follow-up the company's Facebook Page and respond to comments.
● Organizing orientation dates with the Developer Company to make a presentation to the sales agent about the projects for easy selling.
● Responsible for establishing a Database of Developer Companies Projects.
● Responsible for receiving New Leads & Calls and distributing them to the sales agent by mail.
● Follow-up the sales agent at the appointment dates with interested customers to visit the site.
● Receive a Daily Report from the sales agent by mail.
● Responsible for sending reports by E-mail (Daily, Monthly, Quarterly and Annual).
● Creating a file for all the data for the sales agent.
● Responsible for Absence and Attendance
• Managing calendar, communications, correspondence, bills, calls and emails and relay important messages
• Communicating important updates and information to Office as required by CEO.
• Drafting and writing high quality reports and tenders presentations, as requested by the CEO.
• Drafting letters related to the company's projects with government agencies and banks at the request of the CEO.
• Record, update and follow-up projects under implementation
• Manage, coordinate and maintain calendar of CEO including appointments, meetings and travel.
• Responsible for organizing of internal and external meetings on behalf of the CEO ensuring all necessary requirements are made e.g. meeting venue, equipment, presentations, prepare agendas.
• Responsible for organizing CEO travel and logistics including flights, visa requirements, hotel accommodation, car rental, meeting schedules while travelling and completing expenses.
• Responsible for creating a complete archive containing all company projects
Responsible for providing support to Commercial Department, what their needs of information also terminate all administrative matters relating to the various departments to facilitate the sales process.
● Follow-up of Commercial Department.
● Make quotation and send them by (E-mail - Fax - Hand).
● Send CV, specification and former business to customer by (E-mail - Hand).
● Establishing a special file for all the data of the Commercial Department and sales management customers.
● Writing contracts companies that we deal with.
● Create database to all company’s customer and then save it of a special file.
● Create a new catalog of vinyl walls based on instructions Chairman of the Board.
● Inventory vinyl samples wall on a regular basis to see how many samples available.
● Follow-up stores in cutting samples vinyl walls to create Vinyl Catalog.
● Provide samples required of the commercial team to present to the client.
● Reception customer and convert them to the person responsible.
● The routine works like: Faxing, Emailing, Filling, Answering phone calls, Scheduling meetings.
● Provide Analysis of the company's sales with PowerPoint chart.
● Create of new account to the customer in the company’s system.
● Update the distributor’s database of the company.
● Follow-up customer requests and concerns to determine their satisfaction in the implementation of the sales process.
● The receipt of cash from customers and then issuing the receipt of a cash amount.
● Issuing an invoice of the goods required.
● Deliver invoice and receipt of cash to the accounts for the disbursement of the goods.
● Review action steps cash receipt bills - bills - Treasury statement.
● Issuing account statements.
● The completion of each month to review a statement of account for all customers in Cairo and Alexandria.
● Offering a monthly sales report to the General Manager.
● Responsible for Absence and Attendance of Administration, branches and stores.