Prospect Tracker Roles & Responsibilities
Moses Marketer
Marketing Director
- Enter new lead profiles and hand-off to appropriate sales representative
- Re-distribute rejected leads to other sales staff
- Create marketing documentation
- Maintain list of marketing sources and the organizational mailing lists
- Monitor inflow of new leads and their sources
Sally Sales
Sales
- Create and maintain lead profiles, projections and pipeline data
- Utilize marketing documentation as needed during the sales cycle
- Promptly accept or decline any incoming leads assigned
- Manage tickler list, following up on any necessary activities
- Create and file any correspondence in the prospect's portfolio
- Share ideas and questions with other sales people to enhance techniques and knowledge
- Create and assign tasks as necessary to sale support staff
- Generate sales contracts
Ashley Admin
Administration
- Utilize marketing documentation when compiling sales support materials
- Accept and complete sales support tasks in a timely manner. (Sending letters, preparing customer kits, etc.)
- Generate action items and issues for others
Victor Vice President
Executive
- Review the status of sales projections and pipeline data. Keep tabs on "pulse" of sales
- Participate in the forum, answering questions and/ or providing direction to sales force as required
- Review the status of activities, making sure that sales representatives are following through on commitments
- Review marketing documents and price lists
- Review activity reports