IMS:Role definitions/Sales Agent

You do not have permission to edit this page, for the following reason:

The action you have requested is limited to users in one of the groups: Users, editor.

You can view and copy the source of this page.

Return to IMS:Role definitions/Sales Agent.

{{IMS Role

|roleowner=Hschreiber, Snaumann

|roledescription=Competent customer advice and sales of the company's products and services.

}}

==Responsibilities==

{| class="wikitable" style="width:100%;"

!'''Topic'''!!'''Responsibilities'''

|-

|Customer acquisition||

* Identify customers and establish contact

* Qualify or disqualify the customer

* Recognize customer requirements and build customer relationships

|-

|Customer calls

|

* Callback of leads from all channels

* Immediate callbacks

* Follow-up phone calls

* Substitute calls for absent sales agents

|-

|Scheduling

|

* Arrange appointments directly with customers

* Make up for missed appointments quickly

* Investigate appointments canceled by prospective customers

|-

|Creating an offer

|

|-

|Contract negotiations

|

|-

|Order acceptance

|

|}

==Authorities==

''List of authorities that are specifically assigned to this role.''

== Deputies ==

==Related pages==

{{IMS Role documents}}