Inside Sales

Overview:

Inside Sales Power Transmission will be responsible for providing exceptional service to our customers by responding to inquiries, offering technical support, and processing orders. They will need to possess strong communication skills, both written and verbal, pay attention to details, and have the ability to build and maintain relationships with customers both internal and external. Additionally, the candidate should have experience with sales processes, including lead follow up, qualification, and closure. Knowledge of the market and competition within the industry is a plus.

Responsibilities:

Product Knowledge

• Bearings & Seals
• Belts & Sheaves
• Chain, Sprocket, & Gears
• Gearboxes
• Motors
• Couplings & Clutches
• Linear Systems
• Condition Monitoring Systems
• Pneumatics

Quotation Process

• Should have knowledge of competitive situation and assess need or interest in alternate products or options.
• Define and assess customer needs for timeliness of quote response and potential need date of product delivery.
• Communicate any quoted information to appropriate parties as required within 24 hours unless otherwise specified.
• Enter all quotes into CBT systems (P21 or UX).
• Ask for quotes to become orders either at time of quote or appropriate specified follow up time.
• Continuous reconciliation of existing quotes on system.

Selling/Sales Orders Requirements

• Enter all orders in a timely manner, typically in less than 24 hours of receipt, with appropriate billing, shipping, and customer contact information.
• Communicate accurate due date expectations with customers.
• Confirm orders with customers via email including order acknowledgement.
• Understand special procedures that apply to Direct Ship Orders (DSO), Will Calls, Expedited Freight Orders, Kit/Assembly orders, and Rebate/Contract on the Fly orders., EDI, and Conexium.
• Understand all aspects of customers and their business to enhance relationship with CBT. This includes knowledge of processes, products, and competitive sources.
• Recommend complementary, upstream, and downstream parts associated with the customers industrial system along with substitutes in necessary.

Purchasing Responsibilities

• Provide Purchasing Department with sourcing information, purchase costs, special quote numbers, due dates, shipping instructions/carrier methods, and any additional details needed.
• Handle all aspects of any extenuating circumstances such as DSO, emergency orders, one-time vendors, and non-assigned vendors.

Expediting, RMAs, RTVs

• Generally, the above functions are specifically the responsibility of the sales coordinator. The IS professional has the responsibilities to effectively communicate all pertinent information to the sales coordinator.

Communication Requirements

• Function as the center of all communications due to the frequency of direct contact with customers.
• Proactively ask questions of customers to maintain knowledge of their competitive activities, project opportunities, customer issues, and organizational changes. Communicate all information to necessary CBT departments such as Account Managers, Specialists, Sales Coordinators, Accounting, Warehouse, Marketing, Operations, and Management.
• Maintain accurate and current information in the mandatory customer note fields of P21 and CRMgo.
• Personal review of dashboard and daily/weekly reports that are provided.

Inside Sales Etiquette

• Uphold professional attitude with customers, suppliers, and CBT employees. Treat all with dignity and respect.
• Be aware of any promises or commitments made and deliver upon those commitments such as timely return of quotes, information, reports, phone calls, emails, voicemails, etc.
• All matters of office etiquette will be reviewed with District Sales Manager / Inside Sales Manager.