IMS:Role definitions/Sales Agent

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Role assignment:	Hschreiber, Sarah Naumann
Role description:	Competent customer advice and sales of the company's products and services.

Processes

• Sales process

Work instruction

• Making an offer

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.

Related pages

• Making an offer
• Sales Agent
• Sales process