What Does An Internal Sales Coordinator Do?

WHAT DOES AN INTERNAL SALES COORDINATOR DO?

Published: Oct 24, 2025 - The Internal Sales Coordinator prepares and follows up on quotations and proposals, ensuring timely communication with clients and collaboration with external sales teams to deliver excellent customer service. This role involves maintaining accurate and up-to-date records in the CRM system, managing pricing validation, coordinating with operations, procurement, and finance teams, and supporting tender administration and reporting activities. The Coordinator also assists with asset management, rental process coordination, and the preparation of sales reports and documentation to ensure efficient internal and external sales operations.

A Review of Professional Skills and Functions for Internal Sales Coordinator

1. Internal Sales Coordinator Key Accountabilities

Communication: Communicate regarding delivery time, follow-up, and registration of orders.
Collaboration: Closely cooperate and collaborate with colleagues across procurement, logistics, sales, and warehouse departments.
Process Improvement: Participate in various internal improvement projects.
Data Management: Ensure correct and timely data flow to customers.
Order Handling: Handle order registration and follow-up.
Data Integration: Coordinate, test, and implement data integration processes.
Administrative Support: Provide administrative back-up for the professional department.
Customer Relations: Plan and conduct customer visits independently.

2. Internal Sales Coordinator General Responsibilities

Telesales: Conduct desk-based telesales activities to generate and nurture leads.
Quotations: Prepare and deliver accurate quotations for various service packages.
Customer Communication: Communicate effectively with external customers to process orders and close sales.
Sales Opportunities: Identify new sales opportunities suitable for referral to the wider Sales Team.
Client Understanding: Gain a clear understanding of each client’s business direction and objectives.
Upselling: Develop tailored opportunities for upselling and cross-selling relevant services.
Customer Follow-up: Follow up on customer inquiries to maintain engagement and encourage conversions.
Sales Support: Provide ongoing support to ensure a smooth and efficient sales process.
Team Contribution: Contribute to achieving team targets and overall business growth.
Operational Support: Perform additional ad hoc duties to support team operations.

3. Internal Sales Coordinator Role Purpose

Lead Generation: Generate sales leads by proactively contacting known and prospective customers.
Customer Relationships: Build and maintain strong ongoing relationships with customers.
Team Collaboration: Collaborate closely with Regional Account Managers.
Customer Service: Provide excellent customer service to all customers.
Market Research: Conduct market research on potential new customers and new product launches.
Marketing Coordination: Work with the marketing team to create electronic marketing campaigns targeted at key customers.
Tender Preparation: Assist in writing tender submissions.
Product Knowledge: Maintain up-to-date knowledge of all products, the medical simulation market, and main competitors.
Quotations: Issue product quotations to customers and follow up accordingly.
Data Analysis: Prepare and analyze weekly data reports.
CRM Management: Maintain and update databases and the CRM system.

4. Internal Sales Coordinator Essential Functions

Customer Contact: Be the primary contact for key customers, managing incoming calls related to new inquiries, product updates, and detailed information requests.
Email Management: Handle emails professionally, ensuring that all customer queries and complaints are resolved promptly and efficiently.
CRM Maintenance: Maintain the CRM system meticulously, keeping it updated with the latest customer interactions, order details, and follow-up actions.
Relationship Building: Build and nurture strong customer relationships to foster trust and ensure long-term satisfaction.
Account Management: Take ownership of a portfolio of key business accounts, providing consistent and attentive service.
Pricing Proposals: Gather comprehensive information on customer requirements to produce accurate and competitive pricing proposals.
Order Processing: Process orders from start to finish, ensuring that every detail aligns with the client’s expectations.
Order Monitoring: Monitor order progress and proactively communicate updates or changes to customers.
Logistics Coordination: Coordinate with logistics and other departments to organize timely deliveries.
Documentation: Ensure that all order documentation, shipping records, and confirmations are complete and error-free.

5. Internal Sales Coordinator Additional Details

Business Development: Drive growth across all revenue streams by identifying and developing new business opportunities.
Client Profiling: Profile potential clients and create strategies to expand market reach.
Lead Qualification: Collaborate with the Technical Business Development teams to qualify and pass on-site-based leads.
Revenue Optimization: Ensure all revenue potential is fully realized across the division.
Market Feedback: Provide detailed, on-the-ground feedback on competitor actions and customer activity within the assigned area.
Customer Engagement: Generate local revenue by maintaining regular contact with customers across depots and the network.
CRM Management: Record all customer interactions accurately within the CRM system.
Performance Analysis: Collaborate closely with Management Teams to identify performance gaps.
Operational Improvement: Assist in improving results at underperforming depots throughout the network.
Social Media Marketing: Use social media proactively to expand personal and company visibility.
Brand Promotion: Promote services and strengthen customer engagement through online presence.

6. Internal Sales Coordinator Roles

Interdepartmental Liaison: Liaise regularly with warehousing, logistics, planning, supply chain, and commercial departments.
Operational Coordination: Ensure smooth coordination between teams to maintain efficient operations.
Lead Research: Research to identify potential sales leads and develop effective pitches.
Sales Administration: Provide full administrative support to the Sales team, including preparing new line forms.
Pricing Management: Update and maintain accurate pricing information in relevant systems.
Communication Handling: Handle urgent calls, emails, and messages when sales representatives are unavailable.
Customer Service: Respond promptly to customer queries to ensure satisfaction and professionalism.
Follow-up Management: Ensure all customer requests and follow-ups are completed efficiently.
Sample Management: Prepare and send product samples to customers.
Stock Monitoring: Monitor finished goods stock levels to maintain required service standards.
Workflow Support: Support proactive communication between departments to enhance workflow and performance.

7. Internal Sales Coordinator Tasks

Quotation Management: Supply formal quotations promptly and accurately.
Contract Review: Conduct contract reviews of customer orders, resolve any issues raised, and enter customer orders into the system with formal acknowledgments to the customer.
Customer Support: Handle customer queries in a manner that promotes sales growth while providing excellent customer support.
Operational Liaison: Liaise between operations and manufacturing to deliver the most competitive quotations for customers.
Price Negotiation: Prepare and supply formal quotations on time, including customer price negotiations.
Technical Assistance: Provide basic technical support to customers in consultation with the in-house technical team.
Sales Administration: Support the New Business Specialist with processing quotations, sales orders, and account administration on the operating system.
Documentation Compliance: Ensure all documentation complies with company regulations and procedures.

8. Internal Sales Coordinator Details and Accountabilities

Lead Engagement: Engage with both cold and warm sales leads to identify potential opportunities.
Outbound Sales: Conduct outbound sales calls aimed at closing deals over the phone.
Account Management: Maintain and grow relationships with existing customer accounts.
Territory Expansion: Work to expand sales within assigned territories or client groups.
Appointment Setting: Provide appointment-setting support for the external field sales team.
Sales Coordination: Coordinate effectively to ensure seamless communication between inside and field sales.
Prospect Research: Research and identify new customer prospects for outreach.
Client Outreach: Initiate calls to potential clients to generate interest and build connections.
CRM Management: Record all sales activities, leads, and outcomes accurately in the CRM system.
Sales Achievement: Contribute to achieving overall sales targets through proactive follow-up and engagement.

9. Internal Sales Coordinator Overview

Customer Interaction: Engage in daily interactions with customers to provide prompt and professional service.
Order Processing: Process all incoming customer orders accurately and issue timely acknowledgments.
Data Accuracy: Ensure order details are verified and entered correctly into the system.
Sales Opportunity: Identify potential sales opportunities during customer communication.
Team Collaboration: Collaborate with Sales team members to progress and convert identified leads.
Pricing Response: Respond quickly to customer requests for pricing and product availability.
Expectation Management: Maintain clear communication to manage customer expectations effectively.
Logistics Coordination: Coordinate order collections and deliveries with customer-appointed couriers.
Scheduling: Ensure all logistics are scheduled accurately to meet agreed timelines.
Sales Support: Support overall sales and service efficiency through organized and responsive communication.

10. Internal Sales Coordinator Job Description

Sales Support: Report to the Sales and Marketing Manager while performing sales and administrative support duties.
Customer Service: Respond promptly and professionally to customer queries.
Sales Development: Identify and pursue opportunities to increase sales.
Order Processing: Process and invoice all received orders efficiently.
Documentation Management: Generate supporting sales documents such as picking slips, delivery dockets, and related paperwork.
Order Coordination: Prioritize sales orders and liaise with store personnel to ensure accurate and timely dispatch.
Order Follow-up: Follow up on delayed or back orders with the warehouse and clients.
Returns Management: Coordinate goods return requests and manage repair job requirements.
Warranty Processing: Process warranty claims and issue credit notes.
Export Coordination: Handle export orders, organize freight logistics, and communicate effectively with overseas customers.
Reporting: Produce sales reports and maintain all required sales-related registers.

11. Internal Sales Coordinator Functions

Customer Communication: Respond promptly to incoming telephone calls and emails from customers, ensuring all inquiries are handled efficiently and professionally.
Appointment Booking: Book seating and FloorBed assessments into the diaries of the relevant product specialists with careful attention to scheduling accuracy.
Team Collaboration: Collaborate closely with the product specialist team and internal sales colleagues to optimize the use of each specialist’s time.
Information Coordination: Ensure all appointment details and customer requirements are communicated clearly to the appropriate team members.
Customer Outreach: Make occasional outbound calls and send follow-up emails to customers to promote assessment opportunities and new services.
Expense Processing: Assist in processing credit card expenses for product specialists, maintaining accurate financial records.
Administrative Support: Provide general administrative and operational support to the wider sales team.
Record Management: Maintain organized records of communications, bookings, and expense submissions.
Operational Coordination: Contribute to smooth coordination across departments to enhance efficiency and customer satisfaction.

12. Internal Sales Coordinator Accountabilities

Client Communication: Respond promptly to incoming calls and communicate with clients daily.
Query Management: Handle customer queries efficiently and raise sales orders accurately.
Team Collaboration: Collaborate closely with design, manufacturing, estimating, and sales teams to resolve issues.
Inquiry Coordination: Ensure all customer inquiries are managed effectively through cross-department coordination.
Lead Qualification: Qualify and prioritize incoming sales inquiries based on urgency and business potential.
Sales Progression: Work with the sales team to manage and progress these inquiries appropriately.
Order Management: Input all incoming sales orders into the system and monitor their progress.
Customer Updates: Keep customers updated regularly on the status of their orders.
Quotation Preparation: Assist the sales team in preparing and issuing accurate quotations.
Administrative Support: Provide administrative and operational support to ensure smooth workflow.
Event Participation: Participate in exhibitions to represent the company professionally.
Customer Engagement: Attend customer visits to strengthen business relationships and gain insights.

13. Internal Sales Coordinator Job Summary

Customer Follow-up: Make follow-up calls to customers who have submitted inquiries.
Data Recording: Record all call outcomes accurately in the internal system.
Relationship Building: Work to convert inquiries into meaningful customer relationships.
Call Management: Manage the full chase cycle for unanswered or pending calls.
Client Communication: Ensure timely and consistent communication with all potential clients.
Performance Reporting: Report daily and weekly on lead conversion performance and progress.
Data Analysis: Analyze results to identify trends in customer responses.
Process Feedback: Provide constructive feedback to enhance overall sales effectiveness.
Conversion Improvement: Offer ideas to improve lead conversion rates and customer engagement.
Process Enhancement: Contribute to continuous improvement within the sales and customer service process.

14. Internal Sales Coordinator Responsibilities

Sales Coordination: Coordinate internal sales, trade counter sales, and deliveries.
Documentation Management: Generate quotes, purchase orders, sales orders, delivery notes, and invoices.
Lead Management: Chase leads and quotes while providing technical advice to customers.
Technical Support: Offer technical guidance to ensure customers select the correct products and assist in specifying equipment or diagnosing problems.
Customer Service: Handle payments, complaints, warranties, and credit notes efficiently.
Service Coordination: Assist in coordinating service schedules, engineers, and stock allocation for jobs.
Inventory Management: Maintain consumable and stock levels in stores and make necessary stock adjustments.
Stock Operations: Handle stock operations, including lifting, loading, and unloading vehicles using a forklift.
Stocktaking: Assist with stocktaking activities to ensure accurate inventory records.

15. Internal Sales Coordinator Details

Customer Communication: Respond promptly to customer inquiries received by phone and email.
Customer Service: Deliver exceptional customer service in every interaction to maintain satisfaction.
Appointment Coordination: Book appointments and coordinate schedules for the external sales team.
Product Promotion: Promote new products through proactive outbound calls and targeted emails.
Lead Generation: Assist in generating interest and awareness for company offerings.
Administrative Support: Handle administrative duties to support team efficiency.
Record Management: Maintain accurate records of customer communications and appointments.
Team Collaboration: Collaborate with colleagues to ensure smooth workflow across departments.
Professional Standards: Uphold company standards in professionalism and communication.
Sales Contribution: Contribute to the overall success of the sales and customer service function.

16. Internal Sales Coordinator Duties

Sales Activities: Carry out a range of specified sales activities, including telesales, cold calling, and marketing campaigns.
Product Promotion: Promote products and services through direct and service-based sales channels.
Lead Conversion: Follow up on all prospective leads to convert them into sales opportunities.
Customer Retention: Maintain communication with existing customers to support ongoing orders.
Administrative Support: Handle day-to-day administrative duties and process sales orders accurately.
Regulatory Compliance: Ensure compliance with company policies and industry regulations.
Market Research: Conduct market research to identify trends and potential growth areas.
Data Analysis: Analyze market data to support strategic sales planning.
Client Engagement: Attend sales visits, meetings, and industry events to represent the company.
Quotation Preparation: Prepare and issue detailed quotations based on customer requirements.

17. Internal Sales Coordinator Roles and Details

Order Processing: Process internal sales orders accurately across all product lines.
Customer Service: Take responsibility for order processing and customer service within assigned sales areas.
Client Communication: Communicate regularly with customers to manage orders and address inquiries.
Logistics Coordination: Coordinate order placement, delivery scheduling, and collection revisions.
Returns Management: Handle returns and credit arrangements promptly and efficiently.
Complaint Handling: Record and manage notifications of complaints or product rejections.
Shipping Coordination: Provide customers with up-to-date shipping and forwarding information.
Record Management: Maintain accurate and current customer records in the system.
Relationship Building: Develop and sustain strong professional relationships with clients.
Supplier Performance: Monitor and report on UK supplier performance to provide constructive feedback.
Customer Support: Serve as the first point of contact for customer needs, ensuring responsiveness and reliability.

18. Internal Sales Coordinator Responsibilities and Key Tasks

Order Processing: Accurately process customer orders across multiple communication channels, including email, phone, and webchat, ensuring all requests are handled promptly and efficiently.
Administrative Support: Provide direct support to the Channel Development Manager by assisting with administrative tasks, order tracking, and customer coordination.
Upselling: Maintain a proactive approach by identifying opportunities to upsell complementary products or recommend suitable alternatives that meet customer needs.
Inquiry Handling: Handle inquiries, offering solutions that enhance satisfaction and strengthen long-term relationships.
Cross-Department Collaboration: Collaborate effectively with departments such as logistics, sales, and customer service to ensure seamless order processing and delivery.
Dispatch Coordination: Coordinate the timely dispatch of customer orders while monitoring progress and resolving potential issues quickly.
Stakeholder Communication: Provide accurate feedback and updates to relevant stakeholders to maintain transparency and accountability.
Customer Insight: Develop a thorough understanding of assigned customers, including their preferences, order patterns, and business requirements.
Sales Support: Support the growth and performance of the regional sales team by aligning activities with shared objectives.
Customer Experience: Contribute to improving the overall customer experience through reliability, responsiveness, and attention to detail.

19. Internal Sales Coordinator Duties and Roles

Sales Planning: Work collaboratively with the Business Development Executive to create a structured plan of sales calls targeting prospective clients.
Lead Research: Conduct thorough research on all prospects to ensure that leads are well-qualified before engagement.
Performance Monitoring: Monitor personal sales activity closely and take corrective action when targets or KPIs are at risk.
Relationship Building: Develop and maintain strong, productive relationships with potential customers and key industry stakeholders.
Market Awareness: Stay up to date with emerging sales techniques, technologies, and market trends to maintain a competitive edge.
Strategic Adjustment: Continuously evaluate performance and adjust strategies to align with changing business objectives.
Pipeline Management: Maintain a comprehensive and up-to-date pipeline of short-, medium-, and long-term business prospects.
CRM Management: Accurately record all sales activities and communications within the company’s CRM or designated systems.
Sales Presentations: Create and deliver persuasive sales presentations for trade shows, exhibitions, and online marketing campaigns.
Quotation Preparation: Prepare detailed quotations for prospective clients, ensuring accuracy and professionalism.
Lead Conversion: Follow up consistently on quotations and leads to convert opportunities into confirmed business.

20. Internal Sales Coordinator Roles and Responsibilities

Technical Quotation: Prepare accurate and detailed technical quotations tailored to customer specifications and project requirements.
Client Engagement: Engage with a diverse customer base, including architects, contractors, and subcontractors.
Inquiry Response: Respond promptly and professionally to all incoming sales inquiries to maintain strong client relationships.
Product Knowledge: Demonstrate an in-depth understanding of the company’s product range to effectively promote suitable solutions.
Cross-Department Collaboration: Collaborate with key business units such as Procurement, Operations, and Marketing to ensure project alignment and efficiency.
Customer Service: Deliver exceptional customer service through proactive and responsive communication via phone and email.
Client Support: Support clients by providing clear guidance and timely updates throughout the sales process.
Technical Interpretation: Read and interpret construction drawings to ensure accurate quotations and technical compatibility.
Sales Coordination: Act as the primary internal point of contact for the External Sales Team, providing coordination and support.
Expectation Management: Assist the sales team in managing client expectations and delivering seamless service.
Record Management: Maintain comprehensive records of communications, quotes, and project details within internal systems.
Team Contribution: Contribute to the overall sales function by fostering collaboration, accuracy, and customer satisfaction.

21. Internal Sales Coordinator Key Accountabilities

Pipeline Management: Manage the sales pipeline through proactive outbound calling, lead generation, and consistent follow-up on the work bank.
Service Delivery: Work towards agreed Service Level Agreements (SLAs) while ensuring high levels of customer satisfaction.
Operational Collaboration: Collaborate closely with orders and distribution functions to maintain smooth operational flow.
Commercial Excellence: Utilize tools and best practices derived from Commercial Excellence initiatives provided by the National Team or identified within the Business Unit.
Target Achievement: Achieve volume and price targets for the assigned area of responsibility.
Value-Added Sales: Deliver Value Added Product targets as established by Business Unit and Regional Management.
Sales Growth: Identify opportunities to grow cash sales volumes and prices against set targets.
Customer Satisfaction: Ensure customer satisfaction consistently exceeds expectations.
Contract Chasing: Maintain strong management of the pipeline through proactive contract chasing and lead identification.
Performance Improvement: Continuously improve OTIFIC (On Time In Full Invoiced Correctly) performance.
Process Compliance: Follow internal processes and procedures to uphold Good Practice standards.
Customer Engagement: Create rapport through thoughtful questioning and active listening to fully understand and meet customer demands.
Relationship Building: Build strong relationships and trust by providing effective solutions to customer challenges through exploratory interaction.
Conflict Resolution: Handle conflict situations professionally and positively while safeguarding company interests and avoiding liability.

22. Internal Sales Coordinator General Responsibilities

Service Scheduling: Coordinate and schedule service appointments for both new equipment orders and existing service contracts.
Installation Coordination: Collaborate with the Sales Department to organize the installation of new compressed air systems.
Inquiry Management: Receive and manage incoming customer inquiries via phone and email regarding service requests.
Priority Assessment: Assess the urgency and scope of service needs to prioritize technician scheduling.
Technician Dispatch: Dispatch service technicians efficiently to ensure timely responses to customer requirements.
Resource Optimization: Monitor technician availability and location to optimize service coverage and response times.
Quotation Preparation: Generate accurate price quotations for service work using the company’s computer system.
Customer Communication: Provide customers with clear and detailed cost information before service execution.
Record Management: Maintain organized records of appointments, quotations, and completed service activities.
Operational Excellence: Deliver a high standard of customer communication and coordination to support operational excellence.

23. Internal Sales Coordinator Role Purpose

Quotation Preparation: Work closely with the sales team and clients to prepare accurately costed quotations for project opportunities.
Client Communication: Serve as the initial point of contact for clients, wholesalers, contractors, and suppliers, ensuring prompt and professional communication.
Project Management: Take responsibility for managing and maintaining retail rollout projects, ensuring consistency across multiple locations.
Program Coordination: Coordinate with clients to organize and oversee specific store fit-out programs from planning to completion.
Costing Management: Generate detailed costing schedules using the company’s Excel-based pricing system.
Procurement Coordination: Prepare and monitor supplier purchase orders to ensure all project requirements are fulfilled within agreed timelines.
Progress Tracking: Track project progress closely, ensuring that materials and services are delivered in line with customer expectations.
Department Collaboration: Collaborate with Procurement, Operations, and Sales departments to maintain efficiency and accuracy across all stages of the project.
Logistics Coordination: Liaise with the logistics network to coordinate incoming and outgoing shipments effectively.
Delivery Scheduling: Ensure delivery schedules align with project timelines and client commitments.
Record Management: Maintain accurate records of quotations, purchase orders, and logistics activities within internal systems.
Customer Experience: Contribute to delivering a seamless customer experience through proactive coordination, attention to detail, and reliable communication.

24. Internal Sales Coordinator Essential Functions

Lead Generation: Report to the Managing Director and build a pipeline of qualified leads for the Business Development Team to drive growth.
Marketing Management: Manage all marketing activities and provide support to the Sales team.
Market Research: Use market research and networking to grow the lead database.
Lead Qualification: Qualify prospect leads by phone and produce fully qualified leads that align with the ideal client profile for the Business Development Team.
Performance Reporting: Prepare marketing management reports to measure costs versus outcomes of all marketing activities.
Digital Marketing: Coordinate and plan all web-based marketing initiatives.
Content Management: Oversee web marketing content and activities, including SEO, AdWords, LinkedIn, and email marketing.
Website Maintenance: Maintain and update the company website regularly.
Promotional Coordination: Coordinate the production of company brochures, promotional gifts, and year-end calendars.
Sales Support: Support the Sales team with general sales duties.

25. Internal Sales Coordinator Additional Details

Estimating Support: Assist with estimating duties and maintain inquiry logs.
Client Engagement: Engage effectively with clients and colleagues to deliver a high standard of business service.
Quotation Management: Develop and follow up on quotations with key decision-makers such as architects, quantity surveyors, local authorities, building contractors, and end users.
Follow-up Coordination: Ensure timely follow-ups on all quotations to maintain engagement and close potential orders.
Negotiation: Negotiate terms confidently and finalize deals to secure business.
Team Collaboration: Work both independently and collaboratively as part of the internal sales team.
Performance Reporting: Report regularly to the Sales Manager and Sales Director on progress and performance.
Opportunity Management: Manage sales opportunities and maintain consistent follow-up on leads and inquiries.
Sales Monitoring: Keep order and inquiry levels within acceptable and targeted thresholds.
Sample Distribution: Arrange, track, and distribute product samples to clients.
Operational Support: Undertake additional tasks to support the smooth running of the business.

26. Internal Sales Coordinator Roles

Customer Liaison: Liaise with customers and respond accurately to their requests while coordinating with other departments, such as purchasing and operations, to ensure on-time delivery.
Order Translation: Translate customer descriptions and codes to guarantee they receive exactly what they require.
Technical Solutions: Provide technical solutions to customer requirements, consulting with the Product or Sales Manager.
Application Support: Offer application advice, obtaining additional information from the Product or Sales Manager if unsure.
Product Communication: Work closely with product management to communicate missing or inconsistent product information.
Quotation Management: Provide sales quotations via email, telephone, or the internal system.
Order Processing: Process and update quotes, orders, and proformas in the system.
Manufacturing Coordination: Create back-to-back manufacturing orders for in-house manufacture or sub-assembly, liaising with purchasing or the factory when guidance is needed.
Query Resolution: Resolve customer queries or issues, update relevant order information, and record details in the improvement log.
Transport Coordination: Review outstanding transport issues during early shifts, liaise with couriers to resolve them, and update the improvement log.
Margin Monitoring: Monitor margins on orders and raise any concerns with the Team Leader.
Scheduling: Schedule manufacturing orders for release when awaiting imported stock.

27. Internal Sales Coordinator Tasks

Relationship Management: Manage and nurture key relationships with assigned customers, ensuring that all service level agreements are consistently met and satisfaction levels remain high.
Client Communication: Act as the primary point of contact for designated clients, serving as the essential link between customers and internal departments such as Customer Service, Logistics, and Senior Management.
Issue Resolution: Handle client issues promptly and efficiently, minimizing any potential disruption or negative impact.
Proactive Management: Adopt a proactive approach by identifying and addressing potential challenges before they escalate.
Customer Insight: Develop a strong understanding of each customer’s operational needs and strategic objectives.
Solution Development: Work collaboratively with clients to provide tailored solutions that address their business challenges.
Team Coordination: Facilitate clear communication between internal teams to ensure smooth and coordinated service delivery.
Reporting: Prepare and share key management information (MI) for internal review meetings to support decision-making and continuous improvement.
Client Partnership: Contribute valuable insights during client reviews to help strengthen long-term partnerships.
Service Excellence: Deliver consistently excellent service by keeping the customer’s priorities at the center of all decisions.

28. Internal Sales Coordinator Details and Accountabilities

Customer Contact: Be the first point of contact for general calls, customer service, and sales inquiries.
Customer Communication: Provide timely and friendly follow-up communication with B2B and B2C customers.
Order Processing: Process sales orders and ensure all systems are kept up to date.
Relationship Building: Build and maintain direct relationships with customers.
Cross-Department Collaboration: Collaborate across departments, drawing on the expertise of Area Sales Managers and Product Specialists.
Product Promotion: Communicate product information and promote current promotions and deals.
Support Management: Monitor and respond to inbound ticket support inquiries and web chats.
Administrative Tasks: Perform administrative tasks such as checking stock availability, handling pricing inquiries, tracking product orders, managing product allocations via the internal dealer portal, and processing orders.
Payment Handling: Process customer payments and handle payment-related inquiries.
Inventory Coordination: Coordinate inventory stock transfers by liaising with the warehouse.
Order Fulfillment: Process artist and loan orders, ensuring successful product delivery.
Reporting Support: Carry out ad hoc administrative duties and reporting tasks relevant to the role.

29. Internal Sales Coordinator Overview

Agent Relationship Management: Maintain strong relationships with agents in assigned territories, communicating weekly to track the status of pending orders and tenders.
Account Collections: Assist in collecting balances from past-due accounts.
Customer Feedback: Conduct quarterly satisfaction surveys with regional agents and customers.
Sales Forecasting: Prepare accurate sales forecasts by requesting and compiling 30-day and 3-month projections from agents.
Forecast Management: Develop 30-day and 3-month forecasts with assigned probabilities and update them weekly.
Lead Generation: Generate new sales opportunities through proactive internet research within assigned territories.
Tender Response: Respond to tenders for sales opportunities in designated regions.
Quotation Preparation: Prepare and submit quotations for approval before sending approved versions to customers.
Approval Compliance: Ensure all quotations for custom products adhere to proper approval processes.
Order Verification: Review customer purchase orders upon receipt to confirm alignment with the issued quotations.
Order Confirmation: Prepare, submit for approval, and send approved order confirmations to customers.
MRP Entry: Enter customer purchase orders into the MRP system and generate sales orders.
Order Distribution: Distribute copies of sales orders to accounting, production, materials handling, service, and logistics departments.
Operations Coordination: Attend weekly meetings with production, logistics, and technical support teams to monitor open order status.
Credit Review: Attend weekly meetings with accounts receivable to review customer credit statuses.
Collection Support: Support accounts receivable by assisting in collections from agents with past-due accounts in assigned territories.

30. Internal Sales Coordinator Job Description

Quotation Management: Prepare quotations and proposals promptly and follow up within established guidelines.
Sales Coordination: Liaise closely with external sales teams to maintain excellent customer service and satisfaction.
Client Communication: Communicate directly with clients to ensure a clear understanding of their requirements.
Pricing Administration: Validate pricing and manage related administrative tasks.
CRM Management: Continuously update the CRM system, ensuring full utilization through accurate customer data entry, quotation tracking, sales report generation, regional quote conversion reports, and customer sales analysis.
Process Management: Manage process inputs and outputs for all sales functions.
Tender Support: Support major tenders by compiling data, administering project paperwork, and liaising between sales, operations, and customers to ensure compliance and complete documentation.
Rental Operations: Collaborate with external sales resources to develop, implement, and drive an efficient and effective rental process for the business.
Asset Coordination: Work with asset and procurement teams to ensure asset availability for deployment.
Order Compliance: Ensure rental assets are quoted, dispatched, and invoiced in line with company procedures.
Documentation Management: File all customer communications and supporting documentation systematically.
Invoice Support: Prepare invoice-supporting documentation packages accurately and on time.
Cross-Department Liaison: Liaise effectively with operations, procurement, and finance departments to ensure timely and efficient customer responses.
Data Tracking: Update and maintain service sales tracker information on the internal platform promptly.
Logistics Support: Assist with asset management and logistics duties.
Reporting: Generate daily, weekly, and monthly reports and presentations.

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