IMS:Role definitions/Sales Agent: Difference between revisions

Revision as of 15:04, 2 December 2021

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

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

List of authorities that are specifically assigned to this role.

@@ Line 4: / Line 4: @@
 }}
 ==Responsibilities==
-''List of individual responsibilities that are assigned to this  role within the organization.''
 {| class="wikitable" style="width:100%;"
 !'''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
 |
 |}
@@ Line 18: / Line 37: @@
 ==Authorities==
 ''List of authorities that are specifically assigned to this role.''
+== Deputies ==
 ==Related pages==
 {{IMS Role documents}}