Pre Selling:
- Travels to customer sites for face-to-face meetings to gather information about their businesses and identify opportunities for solutions
- Customizes standardized presentation templates with customers’ information to illustrate benefits of solutions to customers
- Analyzes customers’ billing technology to understand their needs and recommend UPS products and services
- Performs pre-call analysis (e.g., researches account history, shipping details, complaints, etc.) to prepare for sales calls.
- Researches resources (e.g., current customers, periodicals, competitors, etc.) to identify sales opportunities and obtain contact information
Selling:
- Responds to internal sales leads from various sources (e.g., Sales Lead Incentive Management system, operations, Package Operations staff, etc.) to identify sales opportunities and create a sales strategy
- Sells UPS suite of technology solutions (e.g., Trade Ability, Quantum View, and Campus Ship, etc.) to customers to secure their business
- Assesses previous sales calls to determine action plans for subsequent visits
- Researches existing UPS account history to obtain background information (e.g., pay history, shipping routes, etc.) and identify and prioritize large sales opportunities
- Utilizes DRIVE to document customer information and provide account status to the sales team
- Maintains and monitors records of customer information and account performance to track sales performance to objectives
- Reviews various Business Information and Analysis reporting tools to assess account performance and generate reports for management
- Presents solutions to customers to gain approval of proposals and move forward with the sales cycle
- Executes on previously signed contracts (e.g., UPS Freight/ UPS Express) to introduce new products and services to customers and expand business within customer accounts
- Submits customer pricing requests to Pricing Analysts to generate new or revised price quotes
- Negotiates with internal groups (e.g., Pricing, Revenue Management, etc.) to create proposals and move forward with the sales process
- Analyzes price quotes to verify accuracy and determine how to propose the solution to the customer
- Setting up SOP - Sales Operating procedure or MOP - Master Operating Plans (e.g., later pick up times, etc.) to satisfy customer complaints. - Collaborates with operations to implement accounts with special needs (e.g., unique delivery schedules, extra conveyors, additional drivers, etc.) to adequately handle customers’ shipping needs
- Generates customer-facing reports to outline shipping history, billing history, and accounts’ incentives (i.e., contracted discounts) and renegotiate contracts
- Follows-up with customers to ensure customer trades to potential /commitment
- Trains customers on billing analysis tools and electronic billing files to facilitate report generation
- Trains customers on proper packaging techniques to avoid damages
- Participates in UPS online training classes to prepare for products and services assessments and quizzes and to stay current on industry knowledge
Post Selling:
- Facilitates research of customer complaints (e.g., late deliveries, damages, billing questions, etc.) to determine appropriate resolution personnel, discusses complaints with UPS personnel (e.g., Business Development Manager, business center managers, operations, billing, drivers, etc.) to determine corrective actions and resolutions
- Facilitates the drive for debt recovery from Customers in conjunction with F & A
- Facilitates proper on-boarding of new customers based on BD guidelines.
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