Chad Coles

Insides Sales Account & Client Services @Konecranes

CA

Maintaining monthly contact with key accounts and further developing the relationship with the customer •Monthly follow-ups documented and maintained within the CRM and discussed•Contract Review/Business Review/Analysis of all such accounts. Adjust contract value as needed based on annual invoicing•Oversee the renewal of contracts including weekly & monthly reporting of the contracts renewed or cancelled•Responsible for returning all sales documents/quotes to the customers immediately upon completion and consult/review/sell the repairs to the customer•Providing and maintaining an accurate sales funnel in CRM; managed and/or updated daily•All record of visits, calls, meetings, quotations are visible in CRM and discussed in weekly sales meeting with the district sales manager•Maintaining close contact with the service managers and/or supervisors to coordinate the service sales and expected bookings•Providing timely, high-quality sales activity reports•Performing other duties as required

Mount Royal University

Business

Cardone University

Sales Training Certification - Beginner

Cardone University

Sales Training Certification - Advanced

Cardone University

Sales Training Certification - Intermediate