CRM Coordinator - Customer Follow-Up & Appointment Setting

Toyota-Sunnyvale Inc.

  • Sunnyvale, CA
  • 4 days ago

    Highlights

    This role serves as a point of contact when sales reps are unavailable, off shift, or actively engaged with other customers ensuring no lead, walk-in, or follow-up task falls through the cracks. Perform ongoing follow-up with customers who haven't completed the sales process including unsold showroom traffic, pending deals, and aged leads.

    Numbers & Facts

    LocationSunnyvale, CA

    Description

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    Description

    Department: Sales / BDC

    Reports To: Sales Manager / GSM

    Position Summary

    The CRM Coordinator is responsible for ensuring every customer inquiry receives a timely response and every opportunity is properly worked in the CRM. This role serves as a point of contact when sales reps are unavailable, off shift, or actively engaged with other customers ensuring no lead, walk-in, or follow-up task falls through the cracks.

    Requirements

    Key Responsibilities

    • Respond promptly to incoming customer inquiries (phone, text, email, internet leads) when the assigned sales rep is off or occupied
    • Set and confirm sales appointments, ensuring accurate scheduling in the CRM (DriveCentric)
    • Perform ongoing follow-up with customers who haven't completed the sales process including unsold showroom traffic, pending deals, and aged leads
    • Log all customer interactions accurately and in real time within the CRM
    • Coordinate with sales managers and reps to hand off ''hot'' or ready-to-buy customers appropriately
    • Maintain a professional, friendly, and helpful tone in all customer communication, representing the dealership well in every interaction

    Success Metrics

    • Response time to customer inquiries
    • Appointment show rate
    • CRM logging accuracy/completeness
    • Follow-up task completion rate

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