DUTIES/TASKS

• Management of customer database filing cabinet within CRL's all relevant team correspondence
• Ensuring that all customer files are kept updated on a day to day basis - easy access to files
• Ensuring that each client file contains all supporting documentation as well as copies of original proposal
• Management of customer call history list - products, when follow up's are done, comments
• General ad hoc duties in administration i.e. faxing, filing, photocopying, emailing
• Identifying upgrades and potential opportunities
• Providing leads to Directors
• Introduction of CRL to "new" customer
• Ensuring that all relevant documentation is given to relevant sales coordinators & copies are kept in client files
• Assisting sales consultants in the signing of deals if CRL has assisted in creating the lead
• Ensuring that stock controller's email the delivery docket's to CRL for record keeping
• Creating a database - calling schedule of weekly, monthly, quarterly - and visiting schedule of weekly, monthly, quarterly.
• Managing CRL customer database in terms of customer relations
• Obtaining good customer relations/networking by ensuring courtesy calls, client visits and follow-ups according to customer grading i.e. – size of account
• Emails to be sent out to clients on special occasions i.e. Birthdays, Xmas, Easter, etc
• Ensuring accurate two way communication between relevant internal departments and CRL customers
• Following up and giving feedback to clients on service which has been provided
• Liaising with customers, informing them when machines will be delivered & installed
• CRL to enforce Post Installation Analysis: After sale service (what, where, when)
• CRL to ensure face to face contact with customers - see a minimum of 3-4 customers a day

OTHER DUTIES/REQUIREMENTS
• Look out for delivery set-up of machine stating 24 hrs/ 48 hrs and giving this feedback to the customers
• Check daily delivery schedules to see if any of the CRL’s customers are on the list
• Call the customers to check that the machine has been delivered, installed, etc
• Organise training and ensure the customer is being attended to promptly and professionally
• Make sure the training officers have the correct contact name of the client
• Upon calendar receipt of when training has been set up - call the customer to make an appointment to do a CRL visit and confirm that you know about the training
• When visiting as a CRL - make sure appointments are in your diary - correctly inputting: name of customer, address, telephone number, contact person
• Take feedback form, welcome letter, certificate of confirmation, acceptance certificate (if need be), post installation analysis, service contacts
• Upon return from the client put positive / negative comments in an email and send to the relevant sales consultant / manager / director - cc office manager
• Log CRL visit into your database and log next visit or phone call