Sales assistants

Lead generation

Identifying potential customers using different methods like:

• Web research
• Social media prospecting
• Leveraging marketing campaigns

Customer relationship management (CRM)

Maintaining and updating customer data in your customer relationship management (CRM) system. This could include:

• Contact information
• Sales activities
• Opportunities
• Forecasting

Email campaigns

• Crafting and sending sales emails to potential customers
• Monitoring responses
• Reporting on engagement metrics

Follow-ups

• Reaching out to potential leads to answer questions, provide information, and keep the conversation moving forward (via email or phone calls).

Scheduling meetings

• Coordinating meetings between potential customers and sales reps
• Handling any changes or cancellations

Sales support

• Preparing sales presentations, proposals, and quotes

Reporting

• Tracking sales metrics
• Producing sales reports
• Providing insights based on data

Market research

• Researching and monitoring industry trends, competitor activities, and customer needs to inform sales strategies

Customer service

• Assisting with post-sales support
• Handling inquiries or complaints
• Ensuring customer satisfaction
• Answering chats/phone calls

Sales training assistance

• Organizing training materials
• Coordinating schedules for training sessions
• Assisting with onboarding of new sales team members