What is the Salesperson's Role?

The Salesperson is the face of the organization. They send pitches to prospects, engage with customers on the discussion platforms, and involve other members of the sales organization in ongoing conversations with prospects, so that they may add value to the dialogue. The Salesperson can create pitches. These pitches may be sent by the creating salesperson, but are not automatically available to other team members for use. Such approval for team use has to come from the Admin or Marketing roles. The salesperson can also close pitches that have no applicability anymore. They can also freeze pitches that are not current but may need to be reopened in the future. They can send follow-up pitches to refine the communication. The salesperson is thus delegated to share the value proposition of the organization. The Salesperson should set up their own profile, which is visible to the prospects to whom they are sending pitches. The salesperson cannot create or edit the company profile or add team members, but they can invite other participants into the pitches they have sent to prospects, so that they may add to the dialogue.