Checking the order forms sent by CRM along with the quotation & OTF and informing them if there are any changes
Checking the revised drawings and proforma invoices for any additional cost and non-standard features
Preparing the final documents of home lifts to send for production. Following up with CRM for any missing documents
Preparing the checklists and uploading the same on the Infusion application
Checking the final drawing, proforma invoice & pricelist along with the site visit report, signed quotation & OTF
Rechecking the measurements with technicians if there is any variation in drawing when compared with the site visit report
Uploading the final documents from the factory in the Drive. Uploading the final drawings of lifts & stairlifts in separate drives for technicians’ reference
Updating the list of new customers & under-production lifts in Excel shared in Drive
Uploading the new drawings, checklist, readiness date and packing list on Infusion
Providing the readiness dates to the CRM team
Forwarding the Commercial Invoice & Packing List to the Logistics team
Sharing the proforma invoices with the Accounts team
Following up with the factory for shaft glass measurements of lifts and forwarding the same
On CRM’s request, sharing the final drawings of clients’ lifts
Updating the order from the received date in Technical Head-shared Excel in Drive
Preparing sample pricelists for Euro value and forwarding to the Logistics Head for a recheck
Preparing weekly and monthly reports
Preparing the delay list
Preparing an Excel for comparison of old and new pricelists
Maintaining separate Excel sheets for lifts and stairlifts along with their mail correspondence and the readiness dates of the lift
Good communication and understanding skills
Minimum 2 years of experience in sales coordination
Problem-solving and team coordination skills