What are the responsibilities and job description for the Inside Sales Specialist position at D&D Garage Doors Inc?
The primary function of the Inside Sales Department is to assist the Sales Team and Upper Management with any and all duties associated with the estimating, selling, processing and collection of all potential and sold jobs. These jobs include, but may not be limited to, National Accounts, House Accounts, Retail Customers and any and all types of accounts sold by the Sales Team. It is duty of the Inside Sales Deparment to ensure that all stages of these orders in which they are responsible are handled in an accurate, professional and timely manner.
Estimating: The Inside Sales Department is responsible for all bids supplied to National Accounts and House Accounts known internally as D&K acconts. Due to the size and scope of this business, it is imperitive that all bids are provided to these accounts in a timely and accurate manner, providing the correct material requested per plans, specs or written requests and by the deadline provided. The bids should be presented in a precise and professional manner, free of errors, with all job details and materials clearly stated so the receiver will have no questions on what product is being presented.
Product Details:
?Door Sizes ?Windload ?Color ?Glass Options ?Radius/Lift Required ?Operators/options
?Deco ?Insulation ?Price/Level ?Manufacturer ?Model/Design ?Options/Requests
Quote Details:
?Job Name ?Account Name ?Contact Name ?Plan Name ?Door Descriptions ?Operator Descriptions
?Job Address ?Acct. Address ?Phone # ?Plan Number ?Door Pictures ?Operator Pictures
?Deco descriptions/pictures ?Pricing ?Quantities ?Option Descriptions ?Option Pictures
Accuracy: Accuracy is imperitive when preparing and submitting estimates. All estimates should be double checked before submitting. The above listed product and quote details should be verified before any and every estimate is submitted. In addition to product and quote details, all estimates should be checked for correct spelling and grammar before being submitted.
Tracking: All bid requests that are received needs to be added to a bid calendar. Each bid will be entered on the calendar on the date the bid is due. Bids should be submitted to the customer no later than the day before the due date. This will ensure we stay ahead of the bid dates and are not doing last minute bids or miss any bid dates. As the bids are submitted to the customer, they need to be marked off the bid calendar and placed on a bid tracker. This bid tracker will list each bid by bid date, customer name, project name, SO (quote) number, total door quantity, total job dollar amount, and a follow up date. The follow up date entered should coincide with the expected award date of the project if known.
Follow ups: All bids submitted, and placed on the bid tracker, need to be followed up on to determine if we won the job. Once it is determined if we won the job, the status on the bid tracker needs to be updated in the win/loss column. If we failed to win the job, all notes and reasons why we lost the job needs to be entered into the notes column of the bid tracker so that we can understand why we lost the job.
Correspondence: All correspondence concerning a bid, whether internally or externally, needs to copy the Sales email group. This will ensure that the entire department, along with Upper Management, is kept in the loop as it relates to bids. All emails should be friendly and courteous. Our goal is to present D&D in a professional manner. Manners, spelling and grammar needs to be a focus, especially when communicating with customers.
