Carry out standard customer service activities and handle simple customer inquiries.
Assess compliance with established standards and protocols for routine inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
Customer Relationship Development / Prospecting
Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.