The purpose of a direct sales representative is to promote the products and services of the company to current and new clients in order to generate revenue. He/she also offers advice to the clients on the way to use the products so that they can achieve cost savings and increase revenues. They are required to do extensive travelling in order to visit the clients. They have to grow the existing client database, create new leads and meet or exceed monthly sales quotas while increasing customer satisfaction.

JOB DUTIES

• Builds direct base by meeting with potential clients and educating them on the benefits of our products
• Identifies business opportunities by identifying prospects and evaluating their position in the industry
• Sign up new clients
• Facilitate client orders and roll-out managing the expectation based on standard processes and procedures
• Act as point of contact and handle client’s individual needs
• Set up “demo” meeting with clients, when required
• Generate quotes and proposals for clients
• Get the necessary documents needed for the sales process from the client
• Keep clients up to date with progress of orders
• Plan the installation with internal and 3rd party vendors
• Test to ensure the solution is working correctly once completed
• Plan a site survey to determine client’s existing infrastructure setup and current call-flow
• Arrange 3CX system training for end-users
• POC’s at clients for 3CX and certain connectivity
• Completes proactive customer “good will” calls to ensure their experience with our products & services matches their expectations and that they are satisfied with our products & services
• Handle direct sales complaints by investigating the problem, develop a solution and making recommendations to the department manager
• Respond to all inquiries, cancellation requests and sales requests within a specified timeframe
• Build a relationship with existing client database to ensure repeat sales
• Plan and organize daily work schedule to ensure efficient time management
• Create reports based on performance for submission to the department manager (may include: weekly call reports, weekly work schedule, monthly sales figures)
• Reports on status of accounts and clients
• Finance Deals
  • Ensure all paperwork is received
  • Get approval from client once site is complete
  • Arrange for sign off
  • Arrange for payment
• Liaise with technical on specific solution requests
  • CRM integrations
  • Complex routing requirements
• Do market research to find out what the competitor has to offer
• Maintain current functional and technical knowledge of the entire products & service offering of the company and improved sales techniques
• Prepare sales presentations and demonstrations to give to prospective clients
• Take part in marketing events held
• Increase sales by means of cross-selling, up-selling and add-on sales
• Present a professional image at all times to clients
• Performs other duties as assigned by the department manager

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

• 2 years prior sales experience in similar role
• Highly organized and efficient
• Customer service orientated
• Knowledge and experience of working on a CRM system
• Knowledge and experience of working with MS Office (Word, Excel, PowerPoint, Outlook)
• Ability to work under pressurized environment and meet monthly targets
• Good negotiation skills
• Self-starter and able to work independently
• Committed, positive and hardworking
• Excellent interpersonal and communication skills (written & verbal)