Inside Sales Associate
Inside Sales Associate
Heartland Pella Windows and Doors
Purpose
Assist customers and Territory Sales Managers to fulfill orders.
General Description
-Assist customers with information and product knowledge. Assist TSMs with following up with customer requests. Follow up with customers after orders are entered. Assigned to more than five sales territories.
Principal Duties and Responsibilities include the following, but not limited to:
-Assist walk-in customers with sales presentations using samples or catalogs, emphasizing features and benefits.
-Answers and appropriately directs customer calls.
-Obtain detailed information from customers for Sales Representatives to follow-up on and set appointments.
-Capture traffic information and provide to management.
-Enter accurate quotes into PQM and link with CRM.
-Review and process orders and submit to Order Entry along with all necessary forms.
-Monitor Last Revision Dates to ensure timely receipt and delivery of orders.
-Coordinate delivery with customers and Operations.
-Make customer service calls including: verifying the need date, notifying customer of last revision date,
scheduling deliveries, following up after delivery and discussing Customer Satisfaction Rating program.
-Assist with filling out and submitting forms and other paperwork.
-Administers, verifies and communicates accurate product or customer information by researching needs and questions with customers, service, fulfillment team, sales representatives and management,.
-Monitor backordered products to insure prompt delivery.
-Work with the Service Team to handle walk in service requests and forward service calls to the Service Team.
-Maintain showroom for cleanliness and neatness to ensure a favorable setting for all customers.
-Order literature and office supplies.
-Assist in training of new Territory Sales Managers or employees in other departments.
-Process customer payments in an accurate and timely fashion.
-Follow all safety practices.
-Generate ideas for improving efficiency or cutting cost.
-Timely attendance.
-Other duties as assigned.
Requirements
-A very good attitude.
-Ability to read and follow instructions.
-Excellent organizational skills and the ability to focus on details.
-Ability to read plans and specifications.
-Ability to work with and communicate well with others.
-Ability to enter and obtain information from computer systems.