Essential Responsibilities
Responsibilities include but are not limited to:
- Receive telephone and e-mail requests for price quotations and orders
- When issuing quotes and orders, make sure the products and quantities are correct
- Follow up with the customer on ALL quotes and proposals that you issue
- Make sure all the correct and essential information is on a sales order, so the order can be processed efficiently
- In a competitive or special situation, be creative to close deals while trying to maximize the gross profit of the deal
- Accurate database and profile opportunity
- Profile the customer
- From the profile, do a quick needs assessment on the customer
- Using reports from CRM, call customers on the following items:
- Current promotions
- Ideate Software training classes
- Important announcements that affect their software
- New product offerings from Ideate Software
- Enter all appropriate information into CRM
- Enter in a sales event with account notes for all sales calls and e-mails
- On your quotes, enter in your best estimation closing date, so forecasts and reports can be generated
- Fill in all the important data fields for customers and contacts when profiling
- Send customers information to help move the sale process along
- Send appropriate product literature on our software and services
- Send customers any other information that may help them make a decision (i.e., website links, information about web and live events, software trial versions, press releases, success stories, etc.).
- Customer Service
- Work with all resources to answer any questions for the customer
- Work with all resources to help solve any issues for the customer
- Get answers and information to customers in a timely manner
- Always recommend products and services solutions designed to help customers achieve their objectives
- Keep yourself informed of any new products within the industries that you sell to
- Keep yourself informed of all promotions that are available to our customers within the industries that you sell to
- Be aware of all the product literature that is available to you from our vendors, partners, and within Ideate Software
- Know your team, know the product strengths of the application specialists and your fellow Ideate Software sales people, and know your contacts at our vendors and partners
- Send quotes for subscription renewals to customers
Required Skills
- A minimum of 5 years of high-tech software sales experience
- Tele-sales experience – this is 95% via phone
- A proven track record of consistent quota attainment or overachievement of sales targets
- Successful solution selling with a focus on selling technical software
- Management of cross group relationships within company, i.e., IT, Engineering
- Technically adept and able to quickly assimilate complex technical solutions
- Multi-level selling skills with the ability to discuss at C-level
- Strong networking skills
- Exemplary presentation skills with previous experience of demonstrating software solutions to both executives and technical audiences
- A strong team player across the related internal business functions
- Participated in formal sales training programs, such as TAS
Character
- Strong desire to help build an organization and establish a brand
- Passionate about the products and services and a love of selling
- Straightforward, honest, team player
- Smart, flexible, diligent and professional – willing to work hard and have fun
- Ability to learn and add value quickly
- Maintain a sense of urgency and goal orientation
- Willing to travel occasionally
(Expanded) Essential Responsibilities
- Develop territory sales strategy and deliver results
- Manage the sales cycle from lead generation through close and post-close implementation
- Assess customer needs and solve their problems by providing software/consulting solutions
- Act as a trusted advisor for our clients by establishing long-term partnerships
- Consistent forecasting of revenue through skilled lead identification and qualification
- Maintain detailed notes of all client communications within our CRM database
For more information, contact [email protected].