Sales Operations Typical Responsibilities
Everyone knows that you want your salespeople in front of customers, and not doing paperwork. Students can support the sales process by handling reporting, expense tracking and sending marketing materials and samples to clients . Look through some of the activities below to get ideas on how Cristo Rey students can start making a difference.
Manage Customer Orders: Update customer order in client system, coordinate shipment and timeline for delivery, and communicate with customers.
Customer Sales Support: Run weekly client ads and communicate with sales team member to ensure proper product information utilized by client. Review customer website to ensure proper product information and images utilized; communicate with sales team member as needed to ensure updates made.
Field Sales Support: Send client product samples to sales representatives per client procedure and record within client system. Shipments are a critical component to ensuring strong service.
Review: Review proposals and marketing materials for errors and flow. Administer SharePoint site for proposals team.
Sales Reporting: Work with sales team to gather data, design report and generate reports on regular basis (weekly, monthly). Modify report design, as needed, to best serve client sales team.
Customer Call Audit and Analytics: Extract customer call data from client system, build a report to summarize and analyze data. Analyze subset of customer service calls, document conversation and wait time and determine reason for customer call and/or why an agent transferred customer to a different department.
Another successful week! She continues to understand new ideas quickly and assists our team with specific reports and statistics. She works independently, is a fast learner, has a great personality and is a joy to have on our team.
Inside Sales and Customer Service Manager,
Woodland Foods
CWSP Staff
Lori Bell
Marcelino Hernandez
Brian Weinberg
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