- Needs Assessment Greet and engage prospective customers or clients Ask questions to understand needs, preferences, and budgets Provide consultative guidance rather than aggressive selling 2. Product or Service Presentation Explain features, advantages, and pricing clearly Tailor presentations to individual customer needs Conduct tours, demos, or presentations when applicable 3. Lead Management &
- Follow-Up Respond to inquiries (calls, emails, walk-ins, online leads) Track leads in CRM systems Follow up consistently to nurture prospects toward a decision 4.
Sales Process Management
Guide customers through the full sales cycle Handle objections and address concerns professionally Assist with applications, contracts, or paperwork 5.
Relationship Building
Build trust and long-term relationships Maintain a customer-first mindset Encourage referrals and repeat business 6.
Closing Sales
Present offers and promotions Negotiate within company guidelines Secure commitments and finalize sales 7. Collaboration &
- Reporting Work with marketing, operations, or management teams Provide sales reports, forecasts, and feedback Meet or exceed sales targets and KPIs 8. Compliance &
- Ethics Ensure all sales activities comply with company policies and regulations Maintain confidentiality and ethical standards Key Skills Required Strong communication and interpersonal skills Active listening and empathy Persuasion and negotiation Time management and organization CRM and basic computer skills