IMS:Role definitions/Sales Agent: Difference between revisions

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==Responsibilities==
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Revision as of 13:51, 25 August 2023


Role assignment: Irene Parker, Stefan Roth
Role description: Competent customer advice and sales of the company's products and services.

Processes

Work instruction

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