Sales Intern - Medium Payroll at Sage

Job Description

Sales NCA and Migration:

• As an intern you will be working closely with our Sales colleagues in the Medium and Small segment with quoting & administrative duties, which will include assisting with sales processes such reviewing all opportunities before quoting. Check that correct tax country and branch are specified. Check that the Sales GP on CRM is calculated correctly, creating of new opportunities on CRM, Email queries to address and respond, Typing of quotations, Follow up with customers to confirm receipt of quotes, Phone customers to confirm appointments, cold calling potential customers, researching their company’s products or services, loading opportunities on various systems.

Key Responsibilities

• Intern will do a search on CRM and Salesforce to see if an opportunity already exists. If it does, they will just drop the quote on the open opportunities. If there is nothing, the intern will open the opportunity in Salesforce & CRM, drop the quotation on both systems and phone the customer to confirm receipt of the quotation.
• Forecasting/ACV values/Commission to BP’s, remains the responsibility of the sales colleague as well as any other communication and stage progress on the systems.
• In the case of an opportunity needing to be loaded on Smart sheets, the intern needs to be notified that they must load it in Smart Sheets. They will then do so. The confirmation email from smart sheet will be forwarded to the ASM to verify the data. The interns will not load it under their own names, but under the name of the opportunity owner.
• The interns can be used to confirm appointments and when necessary, move out appointments for their Allocated ASM.
• Interns to be trained by their allocated ASM on assisting them with Quotations. Accuracy is still the ownership of the ASM.
• Interns to sit in on certain Sales Demos for exposure. ASMs to arrange.
• Interns to assist with taking minutes during those meetings/demos when needed by their allocated ASM.
• All Interns will assist with Quotations for Runtimes.
• Inside Sales Interns will see to the Lead Allocations Sheet and Business Partner Allocations Sheet.
• Interns should redirect business related queries to the correct department that has incorrectly been directed to Sales.
• Load escalation webforms on behalf of clients.
• Assist ASMs to do research on clients.
• Assist in completing Due Diligence forms with the assistance of allocated ASM.