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Inside Sales Job

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Ideate Published: 09/07/2017
San Francisco
Job Type
Years of Experience
0-2 Years, 2-5 Years, 5-7 Years


Inside Sales Job Description

Summary of Responsibilities:

Receive incoming requests for quotations and orders from customers, and answer any other general information questions. Make outgoing calls to customers for the purpose of prospecting and profiling.

Essential Responsibilities:

  • Receive telephone and e-mail requests for price quotations and orders.
    • When issuing quotes and orders, make sure the products and quantities are correct.
    • Follow up with the customer on ALL quotes and proposals that you issue.
    • Make sure all the correct and essential information is on a sales order, so the order can be processed efficiently.
    • In a competitive or special situation, be creative to close deals while trying to maximize the gross profit of the deal.
  • Determine if a customer should be passed on to an Account Manager or Strategic Account Executive for a larger opportunity.
    • Profile the customer
    • From the profile, do a quick needs assessment on the customer and discuss that with them, and determine if an Account Manager or Strategic Account Executive should get involved.
  • Using reports from NetSuite call customers on the following items:
    • Current promotions
    • Ideate training classes
    • Important announcements that affect their software
    • New product offerings from Ideate
    • Ideate events like seminars, product demonstrations, and workshops
    • Profiling
  • Enter all appropriate information into NetSuite.
    • Enter in a sales event with good notes for all sales calls and e-mails.
    • On your quotes, enter in your best estimation on closing date so forecasts and reports can be generated.
    • Fill in all the important data fields for customers and contacts when profiling.
  • Send customers information to help move the sale along.
    • Send appropriate product literature on our software and services.
    • Send customers any other information that may help them make a decision (ie. website links, web events, live events, software trial versions, press releases, success stories, etc.).
  • Customer Service
    • Work with all of our resources to answer any questions for the customer.
    • Work with all of our resources to help solve any issues for the customer.
    • Get answers and information to customers in a timely manner.
  • Always recommend products and services solutions designed to help customers achieve their objectives.
  • Keep yourself informed of any new products within the industries that you sell to.
  • Keep yourself informed of all promotions that are available to our customers within the industries that you sell to.
  • Be aware of all the product literature that is available to you from our vendors, partners, and within Ideate.
  • Know your team. Know the product strengths of the application specialists and your fellow Ideate sales people, and know your contacts for our vendors and partners.
  • Send quotes for subscription renewals to customers.
  • Overwhelmingly delight the customer.


For more information, and to apply, contact