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The Appointment Setter plays a crucial role in the sales and business development process by generating and scheduling qualified appointments for the sales team. The primary responsibility is to initiate contact with potential clients, understand their needs, and set up appointments for product demonstrations or sales meetings. This role is critical to driving new business opportunities and supporting the overall growth of FVG.
Key Responsibilities
Lead Generation :
Conduct outbound calls to prospects from provided lists or databases.
Utilize various communication channels, such as phone calls, emails, and social media, to identify and engage potential clients.
Qualification :
Gather relevant information about the prospect's needs, budget, and decision-making process.
Evaluate the prospect's interest and qualify them as potential leads for the sales team.
Appointment Scheduling :
Set up appointments for sales representatives based on the availability of both parties.
Coordinate with the sales team to ensure seamless scheduling and effective use of their time.
Communication :
Clearly and effectively communicate product or service features and benefits to prospects.
Handle objections and address concerns to keep prospects engaged and interested.
CRM Management :
Update and maintain accurate records of prospect interactions in the Customer Relationship Management (CRM) system.
Provide detailed notes and information for the sales team to enhance their understanding of each lead.
Follow-Up :
Implement a follow-up strategy to nurture leads and keep the sales pipeline active.
Schedule and conduct follow-up calls or emails to keep prospects engaged and interested.
Metrics and Reporting :
Track and report key performance indicators (KPIs) related to lead generation, appointments set, and conversion rates.
Provide regular updates to the sales team and management on progress and challenges.
Work closely with the sales team to align strategies, share insights, and continuously improve the appointment-setting process.
Qualifications :
College Level or equivalent required; a degree in business, marketing, or a related field is a plus.
Proven experience in a similar role, such as telemarketing, inside sales, or appointment setting.
Ability to quickly grasp technical aspects of products / services to effectively communicate their value to prospects.
Proficiency in using CRM systems, appointment scheduling tools, and other relevant software.
Comfortable using communication tools such as email, phone systems, and social media platforms.
Skills :
Excellent communication and interpersonal skills.
Ability to actively listen to prospect needs and concerns
Strong persuasion and negotiation skills
Ability to maintain a positive attitude and enthusiasm throughout the day.
Collaborative mindset with the ability to work effectively with the sales team and other departments.
Ability to adapt to changes in scripts, strategies, or market conditions.
Strong organizational and time management skills.
Ability to handle rejection positively and persistently pursue opportunities.