Custrack System Data Administrator
Daisy Business Solutions
Maitland, Cape Town
Business Administrator: December 2017 - June 2018Getting in orders from reps & updating Sales Director’s sale sheet.Submit credit applications, follow up on approvals, and compile paperwork for contracts, writing of contracts, obtaining outstanding documentation, complete commission claim forms.Submit Installation request to service controller & follow up on eta of installation & queries.Submit stock request to warehouse on Kingfisher & follow up on eta delivery of equipment, serial numbers on commission claim forms & status of machine.Custrack System Data Administrator : July 2016 – November 2017 & July 2018 - CurrentCreate new Custrack users & give permissions. Give Custrack training to new employees.Handle Custrack (non IT) queries. Handle inbound leads. Keep record of settlements.Export various reports on Excel/MS Word/ Power Point & analyse these reports for management.E.g. Weekly Custrack Activity Report; Sales Pipeline Report; BG’s Weekly Report; OPP MIF Monthly Reports; Base Overview Reports. Ensure Sales Pipeline are updated.Send any errors found on the reports to sales reps to rectify.Ensuring products loaded on Custrack corresponds with the finance house base.Cleaning up duplicates on Custrack (Name, contact, number etc.)Merging of clients on Custrack. Check account allocations.Loading of new equipment on deals & new products brought into market.