IMS:Role definitions/Sales Agent: Difference between revisions

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==Responsibilities==
==Responsibilities==
''List of individual responsibilities that are assigned to this  role within the organization.''
{| class="wikitable" style="width:100%;"
{| class="wikitable" style="width:100%;"
!'''Topic'''!!'''Responsibilities'''
!'''Topic'''!!'''Responsibilities'''
|-
|-
|Topic 1||
|Customer acquisition||
* List of responsibilities in this area
* 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
|
|
|}
|}
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==Authorities==
==Authorities==
''List of authorities that are specifically assigned to this role.''
''List of authorities that are specifically assigned to this role.''
== Deputies ==


==Related pages==
==Related pages==
{{IMS Role documents}}
{{IMS Role documents}}

Revision as of 15:04, 2 December 2021

Template:IMS Role

Responsibilities

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

Template:IMS Role documents

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