T Desk Assistant

at  Otis

Date Posted:
2024-08-19
Country:
United Kingdom
Location:
Grove Park, 7 Barton Close Grove Park, LE19 1SJ, Leicester, United kingdom
To fully support the operations with the realisation of company TQ sales objectives, by means of production of ‘TQ’ quotations along with follow up on open quotations to secure an order from the customer.
A combined team effort of all assistants to ensure that the plan numbers are met.

Production of ‘T’ quotations

• Quotation wording – Turning a limited description of the job into a customer friendly non-technical easy to understand format.
• Ensure that the correct hours, material, or subcontractor cost is applied to the quotation.
• The quotation is sent to the correct recipient along with any further sales support collateral.
• Liaising with operational or sales team to identify correct customer details where there is a shortfall the system.

Securing of ‘T’ orders

• All quotations produced must be followed up with the customer in a set time scale.
• Answer any customer query in relation to the quotation they have received.
• Any nonrelated TQ issues raised during customer discussions are recorded and reassigned to the correct team to deal with.
• Update CRM with correct customer contact details whenever found to be incorrect.