Rolle: Sales assistant
What your sales team could do if it no longer had to administer.
A large share of sales time disappears into data entry, proposal work and follow-up. We give that time back.
Was wir übernehmen
Aufgaben dieser Rolle
- Lead qualification and research from incoming requests
- Proposal preparation with CI, terms and pricing tiers
- Follow-up sequences with tracking context
- CRM maintenance without manual double entry
- Scheduling across customers and team
- Sales reporting and pipeline analysis
Plastisch
Tablet scenario: field sales
On site with the customer, sales has a tablet. A compact cockpit with the information that matters.
- Today’s calls with briefing button
- Hot leads by conversion probability
- Proposals requiring follow-up
- Pipeline value by stage
- One-click quick proposal
Ergebnis
One click creates the proposal PDF, sends it, writes CRM context and schedules follow-up.
Empfohlene Kontroll-Stufe
Stufe 2 — Beaufsichtigt
Sales receives prepared suggestions, but decides personally because the relationship remains the core of selling.
Branchen die besonders profitieren
Wer das am meisten braucht
Klingt nach Ihrer Rolle?
Lassen Sie uns sprechen.
Wir zeigen Ihnen wie diese Rolle in Ihrem Unternehmen aussehen könnte — unverbindlich.