- New Lead Management: Contact all recent leads within one working day, qualify enquiries, and update CRM with outcome, notes and next action.
- Lead Follow-up: Follow up with existing and dormant leads as per defined cadence, revive potential opportunities, and close/dispose inactive leads with proper reasons.
- Customer Engagement: Regularly contact existing customers for renewals, reactivation, referrals, cross-sell and upsell opportunities.
- Opportunity Identification: Identify relevant product opportunities across our products, and pass qualified opportunities to Sales Executives.
- Sales Support: Schedule and confirm demos/meetings,
brief Sales Executives before meetings, and follow up on quotations, documents and post-demo actions.
- Lead Coordination: Ensure smooth handover and follow-up between Inside Sales and Sales Executives so that no opportunity is missed.
- CRM Management: Maintain accurate and up-to-date lead, customer, activity and pipeline information in the CRM.
- Daily Reporting: Report daily on calls, connected leads, qualified leads, revived leads, cross-sell opportunities, demos booked and key follow-ups.