Inside Sales Representative

Inside Sales Representative - Essential Role at Efficient Roofing

Job Summary: At Efficient Roofing, our Inside Sales Representatives are indispensable contributors to our growth and success. This pivotal role requires a thorough understanding of The Track-Selling System, facilitating seamless collaboration between our inside and outside teams. This role is where potential roofing contracts begin. Successfully understand prospective clients' needs, match them with Efficient Roofing’s capabilities, and persuasively encourage potential clients to get a field assessment, meet with our outside field sales team to receive a quote, and engage with us to complete the work contract. This role also involves actively using the company CRM, which requires active participation to process orders, quotes, and records data effectively.

Responsibilities

1. Marketing Inbound Lead Management

· Actions

1. Follow up on marketing-generated leads

2. Qualify leads effectively to identify sales potential

3. Gain agreement on the need for Efficient Roofing services

4. Schedule assessment and quote appointments for the outside sales team

· Key Performance Indicators

1. Number of marketing-generated leads contacted

2. Number of leads setting up field assessments for quotes

3. Conversion % of marketing-generated leads

2. Sales Outreach - Sales Lead Management

· Actions

1. Build relationships with potential customers

2. Develop and use persuasion skills to attract quote opportunities

3. Acquire new sales-generated leads

4. Complete the first 4 steps of the Track Selling process on each opportunity

5. Keep good notes and records to support KPI improvements

· Key Performance Indicators

1. Number of prospects contacted

2. Number of new sales leads generated

3. Number of sales leads setting up field assessments for quotes

4. Conversion % of sales-generated leads

3. Customer Relationship Development – Customer Focused Engagement

· Actions

1. Interact with potential clients regularly, offer no charge service

2. Gather information to understand customer needs clearly

3. Collect feedback from finished projects to improve customer satisfaction

4. Measure and evaluate customer satisfaction & report findings

5. Keep good notes and records to support KPI improvements

· Key Performance Indicators

1. Number of prospect services given

2. Number of customer feedback reports from finished projects

3. Calculate customer satisfaction score

4. Number of referrals gathered.

4. Marketing Collaboration

· Actions

1. Assist marketing campaign projects in execution

2. Effectively use marketing information to generate new business

3. Effectively execute client nurturing campaigns for prospects

4. Provide feedback to marketing on any campaign’s effectiveness

· Key Performance Indicators

1. Number of campaigns worked on

2. Number of client nurturing activities occurring

5. Administrative Duties

· Actions

1. Actively engage with the CRM (Job Nimbus), improving data accuracy and timing

2. Use CRM reports and data to enhance productivity and organization

· Key Performance Indicators

1. Number of files engaged with

2. Number of reports used per month

6. Continuous Improvement:

· Actions:

1. Attend available training for skill and knowledge development

2. Collaborate with colleagues to build team knowledge and culture.

· Key Performance Indicators:

1. Reported training and learning opportunities

2. Reported team-building activities for training and culture-building

Conclusion: An Inside Sales Representative's role encompasses critical first interactions with Efficient Roofing. Making a good first impression leads to building good relationships that are created on a foundation of trust with the team at Efficient Roofing. Communicating, we have you, the clients, best interest at heart while we work to help with their roof and keep good records in the CRM to promote efficient (pun intended) and effective communication throughout the company.