Collaboration with Marketing and Other Teams
Posted: Thu May 29, 2025 4:38 am
Developing persuasive and customized sales proposals that clearly articulate the value proposition, pricing, and terms.
Utilizing digital proposal tools (e.g., PandaDoc, Proposify) for professional presentation and tracking.
Negotiation and Closing Deals Digitally:
Addressing objections, negotiating terms, and securing commitment from prospects through email, phone calls, or video conferences.
Utilizing e-signature tools (e.g., DocuSign) for efficient contract management.
Customer Relationship Management (CRM):
Meticulously maintaining records of all sales activities, customer interactions, and lead statuses in a CRM system (e.g., Salesforce, HubSpot, Zoho CRM).
Using CRM data to forecast sales, track whatsapp number list performance against targets, and identify areas for improvement.
Account Management and Upselling/Cross-selling (for some roles):
Building long-term relationships with existing customers to ensure satisfaction and retention.
Identifying opportunities to upsell additional services or cross-sell related products to the existing customer base via online channels.
Providing feedback to the marketing team on lead quality, campaign effectiveness, and customer pain points.
Working with product teams to stay updated on new features and provide customer feedback.
Coordinating with customer support to ensure a smooth onboarding experience for new clients.
Staying Abreast of Industry Trends and Product Knowledge:
Utilizing digital proposal tools (e.g., PandaDoc, Proposify) for professional presentation and tracking.
Negotiation and Closing Deals Digitally:
Addressing objections, negotiating terms, and securing commitment from prospects through email, phone calls, or video conferences.
Utilizing e-signature tools (e.g., DocuSign) for efficient contract management.
Customer Relationship Management (CRM):
Meticulously maintaining records of all sales activities, customer interactions, and lead statuses in a CRM system (e.g., Salesforce, HubSpot, Zoho CRM).
Using CRM data to forecast sales, track whatsapp number list performance against targets, and identify areas for improvement.
Account Management and Upselling/Cross-selling (for some roles):
Building long-term relationships with existing customers to ensure satisfaction and retention.
Identifying opportunities to upsell additional services or cross-sell related products to the existing customer base via online channels.
Providing feedback to the marketing team on lead quality, campaign effectiveness, and customer pain points.
Working with product teams to stay updated on new features and provide customer feedback.
Coordinating with customer support to ensure a smooth onboarding experience for new clients.
Staying Abreast of Industry Trends and Product Knowledge: