Job Description
BH Sales Development Representative: Job Description: November 2024
About us: Nicholls Boreholes & Ground Source (www.nichollsboreholes.co.uk) is a multi-award winning business established in 2007, designing and installing industry leading water and renewable heating/cooling systems across the south of England. Starting life as a family-run specialist drilling company but over the last 17 years has successfully expanded the fields it operates in, providing drilling, water, heat, consultancy and licensing solutions for individuals, businesses and developers.
Nicholls has installed hundreds of Water systems and Ground Source Heat Pump (GSHP) systems since 2007. Our in-house team of highly experienced technical designers, skilled drillers, professional installers and with our state of art equipment have completed over 1,500 projects with over 4,000 boreholes drilled to date for residential and commercial projects. We also offer further support and maintenance from our experienced, qualified, professional Service Department.
Reports to: General Manager
Key Purpose of the Role
To drive and coordinate the generation of leads and sales activity across all aspects of the Borehole business. Focusing on the attracting business opportunities, connecting with as many prospects as possible and qualifying them as a real opportunity.
Assigning complex enquiries to the relevant Technical Director to review, design, price the opportunities and to follow up and engage with prospects enabling the sales process. (Estimating is a part of this role).
Working closely with the General Manager and Technical Directors to ensure the services and solutions being offered to prospects are of the highest standard and relevant to Nicholls target market. This will include businesses, individuals and as a sub-contractor to developers and landowners.
Proactive and timely engagement with any prospect is key to a successful sales process and all contact and activity is to be tracked in our CRM on a daily basis.
Responsibilities and Objectives
* Manage and oversee all lead generation and sales enquiry activity across the water and GSHP business.
* Coordinate and document leads generated from the website, google ad-words, social media, referrals and any inter-group opportunities in the companies CRM.
* Follow up directly with all new leads, in accordance with the company’s sales timeline, to ensure rapid qualification and the relevant follow up.
* Assign complex opportunities to the relevant Technical Director to estimate. Ensure they adhere to agreed estimate turnaround times. Expectation management is key.
* Book site visits for Technical Directors and other sales team members to ensure all the relevant details are available about the opportunity.
* Compile and issue estimates to prospects for all standard opportunities where a pricing matrix is used.
* Once an estimate is issued, by you or the Team, track the status of all estimates and proactively follow up will all prospects – answer questions and aim to convert the enquiry into a sale.
* When a sale is confirmed, work with finance and the technical directors to issue the relevant contracts and documentation, including payment schedules and deposit invoices.
* If Drilling is required work with the Drilling Operations Manager to book in a slot as soon as possible.
* Ensure that the project is properly documented in the CRM so that it can be assigned to a Project Manager when confirmed.
* Working closely with the Technical directors and BH General Manager to ensure that you are fully aware of the pipeline of future work and are staffed (and trained) to deliver in the agreed timelines.
* Identify and implement new ways to refresh the existing marketing and sales strategies to improve the number and quality of new enquiries.
* Produce regular reports – activity/pipeline.
* Take ownership of questionnaires from contractor customers, ensuring timely completion, managing the company information (centralised location) to make processes more efficient.
* Regular liaison with IT to assist development/new initiatives with the CRM (Monday.com). Implementing/adopting improvements for continuous improvement.
* Ensuring a professional experience for customers (promoting Nicholls as Best in Industry).
* Look for new opportunities to promote the Nicholls Boreholes business on other social media and professional platforms and media – maximising pipeline of prospects the company receives. Work with the companies external marketing team on a regular basis to improve sales engagement and qualified leads.
* Use and manage the CRM to improve and promote the sales process.
* Save all documents in central project area on CRM or SharePoint.
* Technical training (sales focused) will be provided on the company’s products and services.
* Maintain a positive attitude under pressure, ensure good clear communication with colleagues & prospects.
General Principles
* Have a plan and plan ahead!
* Promote the use of CRM, focus on Standardisation and consistency.
* Identify in advance resource issues and project challenges and escalate quickly.
* Capture client feedback and respond as required.
Four Most Important Goals
1. Live the Nicholls values – Excellence, Teamwork, Professionalism, Pride, Commitment and Fun.
2. Maintain good Communication with all Teams and Clients. Ensure good team morale.
3. Be Organised.
4. Be proactive and plan ahead. Look for ways to improve the business and customers experience.