Main Responsibilities and Required Skills for Technical Sales Representative
A Technical Sales Representative is a professional who sells technical products or services to businesses and organizations. They work closely with potential customers to understand their technical requirements and develop and execute sales plans through market analysis. They also provide technical demonstrations and respond to customer product inquiries. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Technical Sales Representatives.
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Main Responsibilities of Technical Sales Representative
The following list describes the typical responsibilities of a Technical Sales Representative:
Analyze
Analyze and interpret third party testing reports.
Analyze costs and sales, prepare reports and keep customer records.
Answer
Answer customer inquiries and provide information on products and services.
Assist in
Assist department managers to ensure customer fulfillment.
Assist in delivery of internal QA training.
Assist in negotiation and the writing of contracts.
Assist in the development of sales and marketing plans.
Assist Management in identifying deficiencies and improvements.
Assist Sales and Marketing team with product approvals and applications.
Assume
Assume, if necessary, the effective replacement of his / her colleagues.
Attend
Attend and participate in trade shows, conferences and other marketing events.
Attend regional and national trade shows that the company participates in, as required.
Attend targeted local and regional industry association conferences and tradeshow events.
Build
Build and sustain effective working relationships with vendors.
Build business growth with existing and new customers.
Build product knowledge to enhance ability to sell successful solutions.
Build relationships with end user customers.
Build sales tools for the sales and marketing team.
Build strong relationship with our customer bases.
Collaborate with
Collaborate with other team members in the production team to meet and / or exceed financial.
Conduct
Conduct effective sales calls, make presentations & participate in various shows & events.
Conduct market research including customers and competitors activities.
Conduct product knowledge training sessions such as lunch & learns.
Conduct sales transactions through Internet-based electronic commerce.
Conduct technical training sessions with contractors, distributors, and engineers.
Consult
Consult with clients after the sale to resolve problems and to provide ongoing support.
Consult with end user customers on shop layout and workflow.
Contribute to
Contribute to department or company projects assigned.
Coordinate
Coordinate between manufacturing, engineering and quality as it relates to customer requirements.
Coordinate quote preparation, producing quotes and follow up with customer.
Create
Create and process requisition to maintain agreed inventory level.
Create engagement with clients to help buyers consider new ideas.
Design
Design and deliver presentations to educate clients on concrete production and quality management.
Determine
Determine sales, pricing and profit objectives for each account.
Develop
Develop and execute sales plans through market analysis.
Develop and manage a pipeline of monthly and quarterly revenue growth opportunities.
Develop a very diverse existing clientele (machining center, aerospace OEM, etc.).
Develop customer's staff by providing technical information and training.
Develop new opportunities with potential customers.
Develop new prospects and interacts with end user customers to increase sales.
Develop positive working relationships with clients.
Develop proposals and quotes based upon client needs, specifications, and product offerings.
Develop reports and proposals to illustrate benefits from use of good or service.
Develop the market through new collaborations and prospects.
Discover
Discover them in the complete list of our job offers.
Document
Document all activities in Sales Force.
Document all customer interaction through CRM daily and as per policy.
Drive
Drive business development in new and existing accounts.
Drive the Large Motor growth strategy in your Region.
Engage
Engage in direct sales activities.
Engage in data-driven decision making.
Enhance
Enhance personal skill development to deliver strategic and operational performance.
Ensure
Ensure compliance, accuracy and timeliness.
Ensure customer sales cycle is complete (including obtaining PO and etc.).
Ensure effective targeting of high value customers.
Ensure formulary listing success of company products.
Ensure that accurate information is effectively conveyed.
Establish
Establish weekly schedules of daily customer meetings and document progress.
Evaluate
Evaluate contract's additional costs, if necessary.
Facilitate
Facilitate and lead production tours for clients.
Focus on
Focus on discovering new accounts.
Follow up
Follow up on quotations on a regular basis to close more sales and learn from opportunities.
Follow up sales leads generated from trade shows, marketing campaigns, website and other sources.
Follow up with clients after sale, resolve their inquiries and complaints.
Foster
Foster relationships with customers based on successfully helping them meet their needs each day.
Generate
Generate accurate monthly forecasting for the assigned territory.
Handle
Handle and resolve customer objections in a constructive, professional, and timely manner.
Handle and resolve customer objections in a positive and timely manner.
Identify
Identify and engage with new or targeted customer accounts.
Identify and pursue new sales opportunities and develop new clients.
Identify and solicit potential clients.
Identify and solicit potential clients in Edmonton and surrounding territory.
Identify customer needs and requirements and formulate and evaluate products.
Identify future clients and generate interest through outbound communication.
Identify mix compliance testing requirements.
Identify new revenue generating opportunities.
Identify partnership opportunities and development projects for new and existing product.
Identify potential opportunities for new customers and products.
Implement
Implement market development plans / strategies and changes as needed.
Increase
Increase relationships resiliency with existing clients.
Initiate
Initiate contact with bidders / customers to obtain quote feedback.
Learn
Learn customer pain points and solve them with our products and services.
Liaise with
Liaise with QA and support Sales with mix design selection.
Log
Log quotations and provide direction for products, strategy, and margins.
Maintain
Maintain accounts with monthly review of contacts and sales volume targets.
Maintain a customer focus by visiting and calling on potential customers.
Maintain and grows sales relationships with existing clients.
Maintain and updates data about their territories and accounts.
Maintain an excellent knowledge of provincial standards and design codes applicable to the territory.
Maintain cooperative and productive team relationships.
Maintain CRM applications.
Maintain CRM software, ensuring records are accurate and up to date.
Maintain customer relations and build new relationships.
Maintain detailed customer sales records and opportunities.
Make
Make sales calls and support customers regarding products and services.
Make technical presentations and demonstrate how a product meets client needs.
Manage
Manage existing relationships with quotes, follow-ups and order processing.
Manage / participate in large projects as required.
Manage projects according to the site schedule, specifications and sales estimate.
Meet
Meet expectations as defined by Sales Management.
Meet or exceed sales targets.
Meet with clients to identify their needs in terms of fire protection systems.
Monitor
Monitor existing client base for expansion, growth or potential moves.
Negotiate
Negotiate and communicate price increases to customers.
Negotiate and prepare Sales Agreement.
Offer
Offer customer service when required.
Participate in
Participate as the technical lead on large projects and key pursuits.
Participate in construction site meetings, when necessary.
Participate in other worthwhile community activities as public relations asset to the company.
Perform
Perform analysis of sales activities to ensure annual sales budget is achieved and exceeded.
Perform market analysis and develop sales strategies based on analysis.
Prepare
Prepare accurate and comprehensive on-site surveys of HVAC equipment's on customers premises.
Prepare action plans and itineraries to identify sales prospects.
Prepare and administer sales contracts.
Prepare and assist with various sales reports.
Prepare and submits monthly sales reports at the conclusion of each CPI financial month.
Prepare and submits weekly call reports, weekly expense reports.
Prepare proposals and quotations.
Prepare prospective meetings, demonstrations and attendance at trade shows.
Prepare quotes and specifications of service and product requirements for new and existing clients.
Prepare regular reports of progress and Weekly reports.
Prepare work estimates and follow-up on quotations.
Present
Present and conduct lunch and learns with Consultants, Cities, Contractors and Distributors.
Promote
Promote and establish education of the company's products and / or services.
Promote the company's energy storage products and systems to the customers.
Propose
Propose product positioning.
Prospect
Prospect for new customers, set appointments and demonstrate product benefits.
Provide
Provide a breakdown of your time and communicate progress toward goals.
Provide effective contact, follow up and communication with customers on a regular basis.
Provide input into product design where goods or services must be tailored to suit client's needs.
Provide operational and technical guidance.
Provide quotes and suggested solutions on simple to complex aspects of a sales quote.
Provide technical advice to customers and offer services and products to meet their requirements.
Provide technical information on products and services.
Provide technical support of structural heart products in Malaysia.
Provide technical support to customers.
Provide training to cardiac technicians, referral doctors, healthcare workers and team members.
Provide training to nurses, referral doctors, health care workers, and team members.
Recommend
Recommend alternate products to improve performance or to realize hard or soft cost reductions.
Recommend products, services, and technical solutions for new and existing customers.
Resolve
Resolve problems that arise, such as customer complaints and supply shortages.
Respond to
Respond to customer product inquiries.
Respond to incoming inquiries via email and phone.
Respond to requests for technical support in a timely fashion.
Review
Review of current inventory levels.
Sell
Sell a range of edge technology products, including sealants, adhesives, membranes, and more.
Sell our products and attract new customers.
Solicit
Solicit potential customers for opportunities to provide services and products offered by our client.
Source
Source and prospect new clients continually.
Strive
Strive to meet all sales goals.
Support
Support customer inquiries with technical guidance on HVAC products and installations.
Support customer technical interactions during pre-sales activities.
Support sales representatives with quotations.
Teach
Teach and challenge the client and team about the best product for the application.
Test
Test products on construction projects and across a variety of industrial applications.
Train
Train appropriate medical staff on products and procedures.
Travel
Travel as necessary to perform duties.
Travel to customer locations if necessary.
Understand
Understand and ensure discount and warranty structure is applied accurately.
Understand local government healthcare policy and market trends.
Utilize
Utilize fundamental engineer principals to develop preliminary design and solutions for customers.
Utilize Salesforce CRM to manage the workflow of short-, mid-, and long-term growth objectives.
Utilize various software programs used by the company to manage the business, including CRM.
Work with
Work closely with the engineering design and manufacturing team to improve our customers' experience.
Work on after-sales support services and provide technical back up as required.
Work various industry related trade shows making key contacts and identify leads for follow up.
Work with Proposal team to create proposals for key opportunities.
Most In-demand Hard Skills
The following list describes the most required technical skills of a Technical Sales Representative:
Microsoft Office
Technical Sales
Valid Driver's License
MS Outlook
Business
Computer
The following list describes the most required soft skills of a Technical Sales Representative:
Written and oral communication skills
Interpersonal skills
Organizational capacity
Team player
Self-motivated
Attention to detail
Presentation
Problem-solving attitude
Analytical ability
Work independently with little direction
Leadership
Self-starter
Time-management
Enthusiastic
Organized
Priority management
Autonomous
