24 tasks, each one witnessed by the sources that watched the job — and behind every one, a prompt you can use tonight.
You start by checking your calendar and emails in Google Workspace or Outlook, then drive or take appointments with clients—pharmacies, factories, or labs—usually 4–6 face-to-face meetings a day.
Between visits you demo products, explain technical features and benefits, quote prices and delivery dates, and update records in HubSpot or Excel. End the day completing expense reports, sales reports, and follow‑up notes so accounts and orders don’t slip.
You’ll use HubSpot or another CRM to track leads, log calls, and schedule follow‑ups; Microsoft Excel for price quotes, cost estimates, and sales targets; and Google Workspace or Microsoft Office for proposals, reports, and presentations.
QuickBooks or another accounting tool is used by some teams to check invoices and customer credit; expense reports and delivery schedules often live in Excel or the CRM.
Yes—AI can draft emails, standard proposals, and demo scripts to save time. Always review and edit outputs: verify prices, delivery dates, warranty terms, and any technical specs before sending.
Never paste customer financials, credit scores, or proprietary product designs into a public AI tool. Use company-approved tools or an internal AI with data protection, and keep final approvals human.
Main targets are monthly or quarterly sales revenue and number of closed deals; companies often set quotas like $X per quarter or Y units sold. You also track activity numbers: calls, visits, demos, and follow‑ups logged in the CRM.
Other metrics include on-time delivery verification, upsell or repeat sales rates, and accuracy of expense and sales reports submitted in QuickBooks/Excel.
Ask for product manuals, attend the supplier’s technical training and trade shows, and request shadowing on client visits. Practice demos until you can explain features, installation steps, and warranties clearly.
Use Excel to build simple cost‑savings worksheets so you can compute a customer’s installation or production cost changes and show concrete savings during sales conversations.
Field reps spend most time visiting customers on site, demonstrating products, arranging installations, and negotiating large or technical orders. Inside sales work mostly by phone or email from the office and handle smaller accounts.
Account managers may focus on long‑term support and renewals; field reps must both close new deals and do technical follow‑up like verifying materials lists and coordinating testing.