Work closely with and provide support to key account managers and the inside sales team. Assist with the processing of orders using our CRM system, and all tasks leading up to the sale.
- Support Key Account Managers:
- Prepare and distribute quotes to existing or prospective customers
- Participate in 1:1 meetings to follow up on their pipeline and data hygiene
- Provide updates on the latest price lists, policies, and rules of engagement
- Work within the CRM system (Microsoft Dynamics 365)
- Process orders promptly by email or phone
- Assign leads to the correct team and sales representative
- Make modifications, build dashboards, view and generate reports
- Data Accuracy
- Cross-check information on quotations, purchase orders, and invoices
- General data cleansing within CRM
- Communicate with Customers (internal and external)
- Respond to different partner queries (e.g., regarding pricing, products, or invoices)
- Contact customers to obtain missing information and/ or answer queries
- Provision test licenses as per the TeamViewer sales policy
- Work with our internal Customer Support team to help resolve any issues
- Attend customer meetings to assist with process complications if required
