WHAT DOES AN INTERNAL SALES CONSULTANT DO?
Updated: Dec 08, 2025 - The Internal Sales Consultant manages inbound calls, emails, and website inquiries, delivering prompt, professional customer service and converting inquiries into sales opportunities. This role involves preparing accurate quotes, following up to secure orders, and maintaining detailed records within the Customer Relationship Management (CRM) system. The Consultant also supports trade counter sales, contributes insights during sales meetings, and ensures customer satisfaction through efficient and proactive communication.
A Review of Professional Skills and Functions for Internal Sales Consultant
1. Internal Sales Consultant Job Description
- Customer Retention: Proactively reach out to existing customers to rebook their regular or annual services, ensuring continuity and satisfaction.
- Performance Goals: Strive consistently to meet and exceed individual performance goals and branch KPIs.
- Client Engagement: Engage in meaningful conversations with clients to understand their needs and preferences.
- Solution Delivery: Provide timely and effective solutions that align with customer requirements and company standards.
- Relationship Management: Conduct regular follow-ups with both existing and prospective customers to maintain strong relationships.
- Communication Skills: Ensure all customer communications are handled promptly, professionally, and courteously.
- Customer Service: Respond to inquiries and requests with accuracy and attention to detail to uphold service excellence.
- Record Keeping: Maintain organized records of all customer interactions, follow-ups, and outcomes.
- Problem Prevention: Recognize and address potential service gaps before they affect customer satisfaction.
- Issue Escalation: Escalate issues promptly when they fall outside the authority or scope of responsibility.
- Team Collaboration: Collaborate with colleagues and supervisors to ensure customer concerns are resolved efficiently and effectively.
2. Internal Sales Consultant Functions
- Client Communication: Communicate effectively and professionally with clients through both phone and email to maintain strong business relationships.
- Customer Support: Respond promptly to inquiries and provide accurate information to ensure a positive customer experience.
- CRM Management: Record, update, and manage all sales activities, opportunities, and account details within the CRM system.
- Data Accuracy: Ensure data accuracy to support effective tracking, forecasting, and decision-making.
- Relationship Building: Develop and strengthen key relationships across clients in the construction and events sectors.
- Partnership Growth: Identify opportunities to expand partnerships and enhance client satisfaction.
- Stakeholder Communication: Maintain ongoing communication with key stakeholders to ensure seamless service delivery.
- Client Trust: Build trust and rapport with clients by demonstrating reliability, industry knowledge, and responsiveness.
- Team Collaboration: Work collaboratively with internal teams to deliver high-quality solutions tailored to client needs.
- Strategic Relationships: Foster long-term strategic relationships that contribute to business growth and customer loyalty.
3. Internal Sales Consultant Accountabilities
- Supplier Coordination: Request and obtain competitive quotes and pricing information from suppliers to support sales activities.
- Quotation Preparation: Prepare and issue accurate quotations to customers based on their requirements and supplier costs.
- Purchase Ordering: Raise purchase orders with suppliers promptly to ensure the timely procurement of goods and materials.
- Order Dispatch: Coordinate the dispatch of customer orders, ensuring delivery notes and any required certifications are included.
- Delivery Management: Liaise regularly with suppliers to confirm delivery schedules and address potential delays.
- Customer Service: Provide proactive customer service by offering regular updates on order status and expected delivery times.
- Order Monitoring: Ensure each order is monitored carefully from initial placement through to the invoicing stage.
- Record Keeping: Maintain detailed records of supplier correspondence, purchase orders, and customer transactions.
- Cross-Functional Collaboration: Collaborate with logistics and sales teams to ensure smooth fulfillment and customer satisfaction.
- Administrative Support: Handle ad hoc administrative tasks to support daily business operations.
4. Internal Sales Consultant Job Summary
- Sales Support: Answer inbound sales calls and provide professional, efficient customer support.
- Customer Assistance: Assist customers with inquiries received via phone or email, ensuring timely and accurate responses.
- Lead Conversion: Respond promptly to website inquiries and convert them into potential sales opportunities.
- Quotation Management: Handle all customer inquiries by preparing detailed quotes and following up to secure orders.
- CRM Maintenance: Support the maintenance of an accurate and up-to-date Customer Relationship Management (CRM) system.
- Sales Collaboration: Attend sales meetings regularly and contribute valuable feedback and market insights to align with company goals.
- Trade Counter Service: Serve trade counter customers by addressing their needs and facilitating sales transactions effectively.
- Customer Communication: Field incoming customer phone calls and email inquiries, ensuring high-quality communication and service.
- Follow-Up Tracking: Record all follow-ups from customer interactions in the CRM system to maintain accurate records.
- Request Handling: Action customer requests efficiently by generating quotes and ensuring they are followed up on promptly.
- Order Conversion: Convert finalized quotes into confirmed orders to drive sales performance and customer satisfaction.
5. Internal Sales Consultant Responsibilities
- Account Coordination: Coordinate closely with the Record Keeper National Accounts Team to build and maintain strong professional relationships with key sales desks.
- Campaign Planning: Collaborate with the wider sales team to design, plan, and execute targeted marketing campaigns that align with business objectives.
- CRM Utilization: Leverage the full functionality of the CRM system to organize, track, and drive sales activities efficiently.
- Data Management: Maintain accurate and up-to-date records of client interactions, campaign performance, and follow-up actions.
- Management Alignment: Seek guidance, input, and approval from management on significant initiatives, ensuring alignment with company goals.
- Marketing Review: Review mutual fund marketing materials carefully to identify those most relevant to institutional clients.
- Material Distribution: Distribute selected materials strategically to enhance engagement and support sales opportunities.
- Conflict Resolution: Proactively identify and address any conflicts between business practices and sales targets.
- Solution Development: Develop effective, well-reasoned solutions that balance compliance, customer satisfaction, and revenue goals.
- Task Management: Manage multiple tasks, campaigns, and projects concurrently while maintaining a high standard of accuracy.
- Prioritization Skills: Prioritize responsibilities effectively to meet deadlines and exceed performance expectations.
- Team Contribution: Contribute to a collaborative, solutions-driven team environment focused on continuous improvement and results.