1. CRM Strategy & Implementation (Salesforce)
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Develop CRM roadmap aligned with BV Pakistan's all product lines service offerings
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Track salesforce for complex B2B sales cycles (audit cycles, certification timelines, recurring inspections etc)
2. Lead Management & Sales Pipeline
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Manage handoff from sales to operations for service inquiries
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Track multi-stakeholder buying cycles (technical leads, procurement, compliance officers)
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Monitor sales pipeline and work closely with PL sales team for contracts, inspection schedules, and certification renewals b
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Ensure timely follow-up on service requests and quote responses
3. Account & Customer Relationship Management
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Maintain comprehensive account profiles for key clients and strategic accounts
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Track customer interaction history: audits, inspections, certifications, complaints, feedback
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Support PL sales leads in managing long-term client relationships and contract renewals
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Identify upsell/cross-sell opportunities (e.g., additional testing services, new certification scopes)
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Monitor customer satisfaction and service delivery metrics
4. Data Management & Analytics (BV-Specific)
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Ensure the salesforce updation by the sales teams reflecting progress and growth
5. Integration with BV Operations
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Coordinate with Operations/Project Management to sync service delivery schedules as per client commitments.
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Support billing and invoicing teams by maintaining accurate service and contract data
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Facilitate communication between sales and delivery teams on client requirements
6. Team Collaboration & Training
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Train sales teams on CRM best practices for TIC industry
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Provide guidance on capturing client requirements, compliance needs, and service specifications
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Foster adoption across sales and business development teams
7. Weekly/Monthly/ Quarterly Reports:
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Sales pipeline by service type and value
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Lead conversion rates and sales cycle duration
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Revenue forecast vs. actuals
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Key account status and renewal opportunities
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Strategic account performance and growth trends
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Market share insights by industry vertical
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Customer retention and churn analysis
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Recommendations for service expansion or market focus
8. Client Management
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Manage Salesforce user provisioning
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Monitor sales performance and progress