Sales Associate

• Learning the functionality of company CRM and ERP systems (Salesforce, SXe, PowerBI) to properly locate important customer information, product information, and execute quote and order entry.
• Assisting Account Managers with Customer Inquiries through the Power & Tel website and provide quotes or information to the customer as needed.
• Conduct outbound call engagements (prospecting) and develop quality leads/opportunities to pass to the appropriate Account Manager within a specified region.
• Accurately forecast and track leads & activities (calls, emails, meetings) using Salesforce CRM
• Convey product knowledge to potential customers/prospects, adhering to company messaging and positioning.
• Consult with prospects to uncover how Power & Telephone Supply can solve their business challenges, then work with customers to define opportunities and allocate to other sales channels.
• Assist Territory Account Manager in recapturing “Lost Customers” that have not purchased from Power & Tel
• Maintains customer files (current quotes, correspondence, plans, problems, etc. and updates customer information in the computer system.
• Enters quotes and orders into the computer system while on the phone with the customer.
• Assists in advising District Sales Managers (DSMs) of all pending quotations, bids, leads, competitive information, and sales possibilities.
• Establishes GP% to be used in bids, processes Return Authorizations, sends out correspondence & literature, and works back-order reports.
• Maintains close contact with the Purchasing Department (advises of low/high stock levels, competitive market prices, and vendor pricing discrepancies).

• Key Responsibilities
• Learning the functionality of company CRM and ERP systems (Salesforce, SXe, PowerBI) to properly locate important customer information, product information, and execute quote and order entry.
• Assisting Account Managers with Customer Inquiries through the Power & Tel website and provide quotes or information to the customer as needed.
• Conduct outbound call engagements (prospecting) and develop quality leads/opportunities to pass to the appropriate Account Manager within a specified region.
• Accurately forecast and track leads & activities (calls, emails, meetings) using Salesforce CRM
• Convey product knowledge to potential customers/prospects, adhering to company messaging and positioning.
• Consult with prospects to uncover how Power & Telephone Supply can solve their business challenges, then work with customers to define opportunities and allocate to other sales channels.
• Assist Territory Account Manager in recapturing “Lost Customers” that have not purchased from Power & Tel
• Maintains customer files (current quotes, correspondence, plans, problems, etc. and updates customer information in the computer system.
• Enters quotes and orders into the computer system while on the phone with the customer.
• Assists in advising District Sales Managers (DSMs) of all pending quotations, bids, leads, competitive information, and sales possibilities.
• Establishes GP% to be used in bids, processes Return Authorizations, sends out correspondence & literature, and works back-order reports.
• Maintains close contact with the Purchasing Department (advises of low/high stock levels, competitive market prices, and vendor pricing discrepancies).

• Set up initial and follow up calls on high-quality sales opportunities including leads from P&T marketing campaigns, distribution partners, trade shows and conferences
• Serve as back up to Account Managers that are on vacation within a specific territory.
• Quickly and confidently qualify leads with customer service
• Department cross-training & self-development, focusing on the skills and/or attributes that will make you successful in your core role and get you set for future success and advancement
• Maintain the integrity of the ERP/CRM systems by updating or deleting obsolete customer information and notes when necessary
• Other duties as assigned

Attentive to Detail, Clear Phone Voice, Communication Skills, Customer/Employee Relations Skills, Diplomacy in…