UNIFY Dots

Sales

• Perform basic qualification of leads and respond to inquiries via phone call, email, and chat
• Conduct discovery calls with leads and prospective customers
• Gather information on current systems, project scope, budget, and decision-making process
• Prepare necessary presentation materials for client meetings
• Provide assistance for solution demonstrations
• Draft sales proposals, software quotations, and related documents in coordination with the Sales Manager
• Track progress on assigned opportunities and ensure timely follow-up on action items
• Create contact cards and keep CRM up to date
• Assist the Sales Manager with appropriate tasks and providing administrative support as needed
• Prepare discovery call notes, draft proposals

Sales Coordinator