Coordinate Sales Appointments
– Schedule measurements for new jobs and installations.
– Maintain clear communication between customers, sales reps, and installers.
Customer Service
– Greet and assist walk-in customers in the showroom.
– Answer phone calls and provide timely, helpful information.
– Guide customers through product options and the sales process.
Estimating
– Prepare and deliver accurate estimates for shutters and related services.
– Follow up with leads and estimates to drive sales conversions.
CRM Management
– Utilize the company CRM to track job progress and update opportunity statuses.
– Log all customer interactions, including calls, emails, walk-ins, and updates, into the CRM.
– Ensure all project notes, estimates, and follow-up actions are accurately documented.
On-Site Consultations – Visit customers’ homes or job sites to take accurate measurements. – Assess project needs and recommend the best shutter solutions based on location, preferences, and budget.
Sales & Estimating – Prepare and present estimates based on on-site assessments. – Educate customers on available products, options, and customizations. – Follow up on estimates to close sales and maintain strong relationships.
CRM & Communication – Enter all interactions, appointments, estimates, and updates into the CRM. – Update opportunity statuses and track job progress. – Coordinate with the Sales Coordinator to schedule measurements and installations.
Lead Management – Handle incoming leads provided by the company. – Maintain a consistent follow-up schedule to nurture prospects and close deals. – Attend company events or expos, as needed, to generate new business.
